Update the Role of a Contact Associated to a Customer Record

To update the role of a contact associated to a customer record, perform the following steps:

     1. Navigate to Lists > Relationships > Customers.
     
     2. View the customer record.
     
     3. In Relationships tab > Contacts subtab, click Update Primary.
     
     4. In the Update Primary window, click Edit.
     
     5. Select a role from the Role dropdown list.
     
     6. Click Save.