The primary contact identifies the main point of contact for an organization in Grant Lifecycle Manager (GLM). The primary contact appears on the print packet cover page and is listed in the Summary section and Contacts tab of the Organization Summary page. By default, the primary contact will be set as the individual that was entered on the Executive Officer profile page during registration.
User Role: Administrator
When to Set the Primary Contact for an Organization
Set the Primary Contact When:
- The default contact assigned during registration is no longer the correct point of contact for the organization.
- A new staff member has taken over the primary relationship with your organization.
- The print packet cover page needs to reflect a specific contact person for a grant cycle.
Set or Update a Primary Contact for an Organization
To set or update the primary contact for an organization, navigate to the Organization Summary page and update the contact from the Contacts tab.
- Click Search on the upper navigation bar, and then click Organizations.
- Filter by the columns to narrow down your search, such as name of the organization or EIN, and then click the Organization name.
- Click the Contacts tab.
- Click the Primary radio button in the contact card to set or update the primary contact.
- Click OK.