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The Primary Contact is typically designed to allow you to indicate for indicating the primary contact for the case. In the Properties module, typically the Owner contact type is set as the primary contact for each parcel. This setting can be manually updated for each contact by checking or unchecking the box next to each contact type on a case, or by checking the option in the Contact information window “Set this contact as the primary contact on the case”.
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Case contacts can be updated from a case by clicking on the Edit button available on each contact listed in the Contacts block in the RHS. This will open up the Contact Information page for the contact, listing all of the available fields for the contact and any information currently entered for that contact.
Here, you can update the contact’s contact information can be updated such as full name, email, phone numbers, and address, as well as update the contact type. This also allows you to use Also found in this window is the Contact Multi-Update feature, which lists other contacts in the MAGNET Back Office that may match the contact currently being updated, and allows you to for bulk-update updating contact information for that contact across other cases that the contact has been added to.
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