Convert Existing Contact to Primary

[Jason Ryan]

We currently have a case where the Primary Contact on the account is leaving the company and an existing Contact on the account is assuming the position. Would be nice if there was a way to just reassign the Primary Contact role to the existing contact. Right now, doing this is very clunky and not easy because we're having to delete the Contact, modify the Primary, and resend new login credentials manually. Unless I am missing something?

Thanks

[Paul]

You're right, to do this currently you would update the primary contact (the client)'s details with the new contact, even if the new person already exists as a contact. It's a good suggestion, if it's not already at https://requests.blesta.com that would be the best place for it. Seems like something we'd be willing to do. We'd have to work out some details, as the permissions scheme on a contact does not apply to the client, and contacts are not required to have a login at all. Might be more of a "Update client from contact XYZ" kind of feature, but we'd need to explore it more.