Setting the Primary Contact for an Order

See Also

Permissions Required

Manage Order - To create, edit, and delete Orders.

The Primary Contact is the person who makes the decision to buy a Product or service from your organization. Apart from the Primary Contact, there may be other Contacts associated with the Order. However, there can be only one Primary Contact associated with an Order.

If you associate a Contact while creating an Order, it is set as the Primary Contact, by default.

To Set the Primary Contact

1.  Using the Left pane, locate and select the required Order.

- OR -

Open the required Order.

2.  From the Order menu, select Set, Primary Contact.

- OR -

In the Properties tab, select the Contact field, and click to browse for Contacts.

The Set Contact dialog box is displayed.

3.  Select Talisma Contact File from the Search in list to search for Contacts who are registered in the Talisma system.

4.  Specify search conditions in the For area, and click Search.

- OR -

Click Search without specifying search conditions, to view all Contacts.

- OR -

Click Advanced to define advanced search conditions.

The Contacts that satisfy the specified search conditions are displayed in the Results area.

5.  Select the required Contact.

6.  Click Set.

The Contact is set as the Primary Contact for the selected Order, and can be viewed in the Properties tab of the Order window.

Note  •   If the Talisma Business Administrator User has created a One to One or Many to One Relationship between the Order Object and another Object, you can also set an item of the related Object for the Order. •   To set the Primary Contact in the Order Table View, select the required Order, right-click and select Set Primary Contact from the shortcut menu. •   You cannot delete the Primary Contact for an Order. However, you can replace the Primary Contact by following the same procedure. •   For information on the Properties you can set for this Object, see Order Tabs and Properties.