How do I change the CC on a Job?

To change the Primary Company Contact on a Job Order, take the following steps:

• Jump to the Associated Records Anchor
• In the Company Contacts section, click the Add icon
• Select the new CC to be added

• There will now be 2 CC’s listed
• Highlight the CC you want to mark as Primary
• Click the Green Flag icon
• The new CC will be listed as Primary and the Primary CC field in the General Information Anchor will be changed