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1.5. How Do I Enter a "Primary Contact" for an Organization or Committee Record?
1.1 How to Enter a "Primary Contact" for an Organization or Committee
1. If the primary contact does not have a record create a new individual record for the primary contact.
2. Open the record for the Organization/Committee record and click on the Connections tab.
3. Select a connection type from the connection type drop-down and search for the Primary Contact from the field labeled Connect With. Next, mark the connection as primary by marking the checkbox Mark as Primary and click Add.
Note:
You can also create this connection from the Primary Contact's record. If you do so search for the Organization/Committee from the Connect With field in Step 3 instead of searching for the Primary Contact.