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To Decline Secondary:

Jennifer Hall

Created on March 30, 2026

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Transcript

To Decline Secondary:

  • Select “Declined to Give Secondary” checkbox from the Primary's contact subtab:
  • Decline date now displays:
  • If a secondary contact is added later, the prior decline selection is automatically removed.
  • If a secondary contact already exists and you attempt to decline, an alert displays: “Secondary already exists.”

When should I offer to add a secondary contact?

  • If the decline occurred less than six months ago: Do not ask again.
  • If the decline occurred six months or more ago: You may offer to add a secondary contact.