How do I change a Primary Client on File?

1. Open the file

2. Go to Admin -> Accounting

3. Select the Blue icon. First remove the existing contact and then move the contact over you want to make the Primary contact.

You will receive a message that states changing the Client ID will update the client and Matter Id. This is because the Primary Client is what holds the client ID.

4. Click "YES", if the customer wishes to continue. 

You will receive another message warning you that changing the client ID will change the Client IDs on other files with this Primary Client. 

5. Once you select "YES", the primary Client will be updated on the file.

6. Click on Save & Close