Overview

This article explains how to set a contact as the Primary Contact by rearranging the order of contacts in a pupil's record when multiple contacts exist. The Primary Contact is the first listed under the Contacts tab. Primary contacts are used for example, for targeted communication and appear as a Quick Select option.

Instructions

Within MIS, follow these steps to set a primary contact by rearranging the order of contacts in a pupil's record when multiple contacts exist for that pupil:

1. Select Pupils.
2. Select All Pupils.
3. Find the pupil whose contact details you want to edit (use the search bar or filters to speed up this process as appropriate):
   
4. Select the pupil's name to open their record:
   
5. From the pupil's record, select the Contacts tab:
   
6. Select Reorder:
   

7. Select the up and down arrows beside the contact(s) to reorder the list:

   

   The order of the contacts in the list represents their contact order. The first contact in the list is the Primary Contact. 

8. Select Save.

Outcome

A message confirming the changes have been made is displayed and the sort order is updated based on the changes made:

Updated 16 June 2026 09:56