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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:
- Click the button.
- This will open the 'Add New Contact Email Address' form.
- Enter the Email Address and select if the Email is intended as a Primary contact or as an alternate email.
- If the Email Address should show in the Directory select the 'Directory' checkbox.
- Click the button.
The Email Address for the Contact will be added to the grid.
Set as Primary
The
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.