How do I change a primary contact in a case? Tony Sowers September 06, 2017 14:41 Updated Follow From Case Details, locate contact. Click the Make as Primary Contact icon, a warning dialog opens. Click Change. Contact is now designated as Primary Contact and old primary becomes secondary contact. Related articles How do I upload and delete a case attachment? Getting Started with Casework How can I use Custom Attributes to create targeted mailing lists? How do I start (initiate) a new workflow from Services? Comments 0 comments Please sign in to leave a comment.