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How to Update Which Email or Phone Number Is Primary?

In this article, you will learn how to update which email or phone number is primary.

Written by David Arteaga


​1. Click on 'Contacts'

Click on 'Contacts'

2. Open Any Contact

Open Any Contact

3. Click on 'Edit'

Click on 'Edit'

4. Click on the Star (★) Icon

This icon will only show besides non primary emails

This exact same process will also work for updating primary phone number

Click on the Star (★) Icon

5. Click on 'Yes, make primary'

Click on 'Yes, make primary'

6. Look for This Confirmation Message

Look for This Confirmation Message

7. See Your New Customer's Primary Email Updated

Updating the primary email address updates it everywhere this contact is used, including any open Proposals, Invoices, and Work Orders

See Your New Customer's Primary Email Updated

8. Make Sure to Save Your Changes


If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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