Reassigning Primary Resource Appointments
You can update the Resource assigned to a Primary Resource Appointment in a Multiple-Resource Job by using the Edit Appointment or Set as Primary Resource menu options.
To reassign Primary Resource Appointments:
1. To reassign Primary Resource Appointments by using the Edit Appointment menu option, on the Scheduler Calendar, click an Appointment that you want to reassign as a Primary Resource Appointment, and then in the context menu, click Edit Appointment.
2. In the Edit Appointment dialog box, select the Primary Resource check box, and then in the bottom right corner, click Save.
3. To reassign Primary Resource Appointments by using the Set as Primary Resource menu option, in the Scheduler Resource List, click a Resource Card, and then in the context menu, click Set as Primary Resource.
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The Set as Primary Resource menu option is available only on Resource Cards on the Multi-Resource Assignment Calendar, and is not available on Resource Lists elsewhere in Service Board. Additionally, this option is not available for Resources that are already assigned as Primary Resources for the selected Appointments.
For more information:
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