FAQ & videos

How do I modify a primary contact ?

* You must request the rights from the administrator of your CentrixOne account. It is important to understand that a primary contact is part of a protected list. This list is synchronized with your accounting system. Modifying a primary contact could cause certain issues. *

  1. Click on the “Settings” module
  2. Click on the “User groups and permissions” tab
  3. In the list, click on the “Contacts” module
  4. Find the “Primary contact” line and check the “Read” and “Write” boxes
  5. Return to the top of the page and click on “Save”

(You can now modify the information relating to a primary contact or click on the button to improve a contact. Note that it is likely that your modifications will also be made in your accounting system.)

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