Page Comparison

To Change an Owner Name:

Navigate to Main > People > Workers / Contacts.

1. Find the Contact you want to change by using the picker above the Grid or a filter in a Grid column. Use the 'Show Filters' button to display all applied filters and modify as needed.
2. Double click on the entry you want to change or click once on the entry and click the 'Edit Selected' button.
3. Change the required information and click the 'Save'  button.

To Change the Owner of a Service

Navigate to Main > Services and choose the appropriate Service type. In this example, Phones is used.

1. Find the Service you want to change. If the number is known, enter it into the Search Bar or use one or more column filters on the Grid.
2. Double click the entry you want to change, or click once on the entry row and click the 'Edit Selected' button.
3. Delete the current Owner.   If the new Owner already exists in PCR-360, enter or select the new name by using the Owner picker.
   Note: If the new Owner does not already exist, follow the steps below - Create a New Owner/Customer before moving on to step 4.
4. Click the 'Save' button.

Create a New Owner/Customer:

Navigate to Main > People > Workers / Contacts.

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