Change contact display order

The first contact listed in the Contacts tab is considered the primary contact and therefore the main person you deal with. You can change the order of your contacts:

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. Select the Contacts tab.
4. Use the arrows on the right to move the contact up. The client at the top of the list is the primary contact.
5. Select Save.