Can I set a default custom ID for a contact?

After adding a few custom IDs to a contact, you may want to have one of those IDs added automatically to agreements created for the contact.  

If you don't know how to add a custom ID to your contact, click here.

Here's how to add a default ID for a contact:

1.  Go to your Network.

2. Locate the contact you want to edit and click ... and then Edit contact.

Edit_Contact.png

3.  You can see that the contact has a list of IDs that already exist in the Custom IDs field. Under this field you will see the Default Custom ID field. Click Select existing ID and a menu of associated IDs will appear.

Select_Default.png

4.  Select the ID you wish to use as your default by clicking the ID from the menu and it will appear in the Default Custom ID field.

Default_ID.png

5.  Now when you create a new agreement, the default ID will automatically be applied. As a writer, it will automatically fill the Custom ID field on a new publishing agreement. As a publisher, it will automatically fill the Publisher ID field on a new publishing agreement. As an administrator, it will automatically fill the Admin ID field on any new publishing or administration agreement.

Now you're probably wondering if you can set this default ID for all existing agreements. To learn how, click here.

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