Page Comparison

Customer

When a 'Contact' is set with a 'Type' of 'Customer' the 'Customer' tab will be made available and become required. There are two required fields in the 'Customer' tab, 'Customer Number' and the 'Billing Group'. The Customer Number will import from your Shibboleth or LDAP feed. Additional information related to the Customer can be added here.

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The 'Allow Coordinator Bill Email' flag allows Coordinators to opt out of the Coordinator emails sent using the Coordinator email processes like on the Bills grid.

Remarks

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The 'Remarks' tab provides the User the ability to add comments and Remarks to the record. By default a Remark cannot be edited or deleted once it is added; to alter this behavior see the Configuration Option: REMARKS_EDITABLE .

Adding Remarks

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After clicking the 'Add' button the Image Modified button , the data-entry form opens (see above example) which provides the User with a free-form field used for entering Remarks. Click the 'Save New' button Image Removed the Image Added button to add the Remark.

Note: Remember that depending on the system configuration Remarks may not be editable once added.

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Selecting the 'View Remark' button will open a read-only data-entry form that displays the text of the Remark.

Emails

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The 'Emails' tab will associate an email address to a Contact record. Multiple email addresses can be saved in PCR-360 with the option to set an Email Address as the primary for the Contact. To add an email association use the following steps:

1. Click the 'Add' button. Image Removedthe Image Added button.
2. This will open the 'Add New Contact Email Address' form.
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3. Enter the Email Address and select if the Email is intended as a Primary contact or as an alternate email.
4. If the Email Address should show in the Directory select the 'Directory' check box.
5. Click the 'Save New' button. Image Removedthe  Image Added button.

The Email Address for the Contact will be added to the grid.

Set as Primary

The 'Set as Primary' button Image Removed The Image Added button will allow a User to quickly change the status of the Primary Email Address without having to open a sub form. Simply click the Email Address to set, and click the button. The 'Type' on the selected record should change to Primary and unset on the original record.

Phone Numbers

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The 'Phone Numbers' tab will allow the association of a Phone Number or numbers with a Contact record. These numbers can be set as primary or allowed to appear in the directory. To add the Phone Number association follow these steps:

1. Click the 'Add' button. Image Removedthe Image Added button.
2. This will open the 'Add New Contact Phone Number' form.
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3. Enter the 'Phone Number' and select the 'Type' of number that it is; work, home etc.
4. If the Phone Number is the Primary number for the Contact, click the 'Primary' check box.
5. If the Phone Number should show in the Directory select the 'Directory' check box.
6. Click the 'Save New' button. Image Removedthe Image Added button.

The Phone Number will be added to the grid.

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