Updating Primary Contact for Cross-References
This guide helps administrators change the Primary Member to a Secondary Member. All other Secondary Members and the current Primary will be linked to the new Primary.
- Find and edit the primary record in the member database.
- Scroll down to the bottom of the record and click the "Change Primary Cross-reference" link.
- Choose the desired Secondary Member from the list of cross-references.
- If you want to transfer all billing information to the new Primary, check the box.
- If the account has a Marketing Landing Page, click the "Reassign MLP Page to New Primary" button to move it to the new Primary Contact.
- Click "Reassign Primary" to proceed.
- Click "Yes" to save the updated information.