To add a primary contact for a recipient:
- In the Portal, click Recipients.
- Locate and click the recipient you want to add the Primary Contact for.
- In the “Primary Contact” field, click the Add Preferred Contact (+) button.
- From the Recipient’s Primary Contact dialog, click the dropdowns and select an existing recipient from the dropdown lists: Unit, Number, and Primary Contact Recipient.
- Click Save.

For detailed instructions with images and to
download SPR Guides, see the Reference Documents in the Knowledge Base.