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Adding a Primary Contact

Be advised: To complete this step, please create a contact as described in the section How to create a Contact

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  • In the box on the right called ‘Primary Contact’ you can either;

    • In the small search field on the right, search for the contact that person you want to add. Once found, simply click on the name with the mouse.

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      Now the information

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Finnish by clicking on Save & Close, then the Primary Contact has been saved to the

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Account.