Sometimes the contact details that you have on file change or you require to include someone else to get invoices approved quicker. At this point, you need to add a new contact, mark the old contact as inactive, or highlight who your primary contact is.
How to add a new contact?
To add a new contact - Go to your customer profile ➡️ select the “+” in the contacts widget to add a new contact.
How to edit an existing contact?
To edit an existing contact, mark them as inactive, or make a primary contact – select “…” and you will be able to see the dropdown menu as per below.