Primary Contacts and Customers on a Contract

You can use primary contacts and customers in the Contract Info Center, to distinguish one contact or customer among many.

For example, if your company is working on a contract for a customer company and you have three different contacts at the customer company, you can have three separate contact records in your Contact Info Center. Use the Primary Contact field on the General tab of the Contract Info Center form to select one contact record and define that contact as the primary contact for the contract. When you enter a contact in this field, the contact's information displays on the Customers/Contacts tab of the Contract Info Center form.

Similarly, you can use the Primary Customer field on the General tab of the Contract Info Center form to select one customer record and define that customer as the primary customer for the contract. When you enter a customer in this field, the customer's information displays on the Customers/Contacts tab of the Contract Info Center form.