Mark a Contact as 'Primary Client' on a File

You may want to make a contact, or company (if that company has no contacts) the primary client of a file. 

When generating bills, the bill will automatically be assigned to the primary client of a file.

You will also be able to pull reports for your client. 

1. 1. In the left pane of your Thread page, click Files. 

2. 2. In the search bar provided, search for the file in which you wish to mark a contact as the primary client. 

3. 3. Click on the file name to open it. 

4. 4. Under the File Details tab, click Contacts. 

 

 

5. 5. Select the desired contact or company (if the company has no contacts), then click Primary Client
   

6. (this button might show under the ellipsis depending on your screen resolution). 
   

    6. The contact will now be registered as the primary client of your file. 

If you don't have the contact linked yet to your file, choose Link Contact or Link Company (if your client is a company without contacts).

Once it is linked to the file, follow the steps above to make it as Primary Client.

Changing Primary Client on Files 

If you have a primary client on the file already, but it needs to be changed to someone else, follow the steps below. 

1. 1. In the left pane of your Thread page, click Files. 

2. 2. In the search bar provided, search for the file you wish to change the primary client. 

3. 3. Click on the file name to open it. 

4. 4. Under the File Details tab, click Contacts. 

 

 

5. 5. Click Link Contact and search for the contact (or company without contacts) that you now wish to add to the file as your primary client.
   

6. 
   

7. 6. Once the contact has been added to the file, select the contact and click Primary Client in the top toolbar.
   

8. 
   

9. This contact will now become the new primary client and the original contact will no longer be the primary client on this file.

10. 7. Select the original contact and click Unlink in the top toolbar if it needs to be removed from the file.
    

11. 
    

12. The original primary client will now be removed from this file.

• Related Articles

• Linking Contacts to Files

  Linking contacts to your files allows you to see which contacts are working on a case with you and who your primary client is. 1. In the left pane of your Thread page, click Files. 2. In the search bar provided, search for the file you wish to add a ...

• Contact Details

  Once you have added a contact to Thread, you can update their details, add documents, link them to files, add contact relationships, answer contact questions, and more. Updating Contact Details You can update contact details at any stage after ...

• How to import Files and/or Contacts to Thread using IMPORT DATA function - Admin

  Import Contacts to Thread Click Admin Settings tab in Thread User Hub Select System: Select Import Data Choose Contact from the dropdown menu. 5. Drop or Click to locate the populated 'Contacts_Import_Template' excel file and then click Upload: You ...

• Creating Companies

  To add a new company to Thread, go to the Companies page on the left menu under File Management. From the top grey pane, click on +Add. A pop-up will open where you can start entering the company details. On the General tab, use the search bar to ...

• Client Connect - Overview

  Client Connect allows your clients and partners to stay informed and exchange documents on your matters from anywhere, at any time. Once you provide portal access to an external contact, they will receive an email inviting them to access the ...