The primary supplier contact is the main person oboloo addresses at a supplier. Each supplier has exactly one, and it's used automatically for onboarding and automated document renewal requests.

Before you start

Only users who can edit the supplier can add or change its contacts. If the supplier is restricted to its owners, only owners and administrators can. See Record Access – Restricting Individual Records.

Make a contact the primary contact

Open the supplier's contacts

Go to Supplier Management > Suppliers, click the supplier's name and open the Contact Info tab. Contacts are listed in the Supplier Contacts table.

Add or edit the contact

Click Add New Contact, or open the Actions menu on an existing contact's row and choose Edit.

Tick the primary contact box

Above the Save and Cancel buttons, tick Make this contact the primary supplier contact?

The primary contact tick box
The primary contact tick box

Confirm the change

If the supplier already has a primary contact, the Change this supplier's primary contact? window explains that the current one will be demoted. Click Confirm.

Click Save

The contact is now the supplier's primary contact.

💡 Note: A supplier's first contact becomes its primary contact automatically when it's added in oboloo, for example on the Add Supplier form, on the Contact Info tab or as a New Supplier Contact while sending a request. The tick box is ticked and greyed out, because a supplier's only contact must be its primary contact.

What happens next

  • It's easy to spot: a green tick appears in the Primary Contact column, next to Contact Name, and the primary contact is listed first.

  • It's used for onboarding: the primary contact is selected automatically when you start onboarding the supplier. See Supplier Onboarding Overview.

  • It receives automated renewal requests: requests and reminders for replacement documents go to the primary contact. See Automate Supplier and Contract Document Renewals.

  • Manual requests still ask you: when you use Request Document or Send Scorecard To Supplier, you choose the contact each time.

The Primary Contact column in the Supplier Contacts table
The Primary Contact column in the Supplier Contacts table
📌 Important: There's always exactly one primary contact, and it can't be deleted. To remove that person, make another contact the primary contact first, then delete the old one.

Troubleshooting

I see 'Cannot delete Primary Contact'

You're trying to delete the primary contact. Make another contact the primary contact, then delete this one.

I can't untick the primary contact box

It's the supplier's only contact, or it's already the primary contact. Primary status moves when you tick the box on a different contact.

An imported supplier has no primary contact

Contacts added by CSV import aren't marked as primary. After importing, open each supplier's Contact Info tab and set the primary contact. See Import Suppliers Into oboloo.

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📌 Need Further Help?
If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.