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Next, select one or more Type of Contact from the drop-down list of available types. Keep in mind that based on the User's choice of Type of Contact some previously optional fields may become required. Additional tabs may also become available and may have their own required fields. For example, if the User selects the Customer type, a new Customer tab containing required fields appears in the Contact data entry form.
Worker / Contact tabs
The tabs that appear in the Contact data entry form can be used to input as much contact information as the User desires. Users can add relevant information on the following tabs: Remarks , Emails , Phone Numbers , Addresses , Customer , Vendor , Worker Workgroup , Worker Schedule , GLA Permissions , GLA Approval , Attachments , and User Defined Fields .
If a tab is marked as having a Required field, open that tab enter information in the field.
Once all required fields have been filled, click the button at the bottom of the Contact data entry form. The new Worker/Contact appears on the Workers/Contacts Grid and elsewhere in the application when a User is prompted to define a Worker/Contact.
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Contact Types
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In PCR-360, the types assigned to each Contact determine how the contact functions in the system and how it can be assigned by the system. The default Contact Types installed with the system are outlined below. The System Administrator can create additional types at any time for informational purposes.
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This is a specialized iteration of the Customer contact type which oversees a Departmental Hierarchy unit. In PCR-360, Departmental Hierarchies are departments – and those departments contain Customers. Coordinators are required to be Customers themselves, and the application enforces this requirement when the types are manually added. Any Coordinator that is assigned to a Departmental Hierarchy has the privileges to submit Service Requests in the CustomerCenter for other Customers of that Departmental Hierarchy. The Coordinator can also view bills for other Customers in their Departmental Hierarchy. Additionally, when a Departmental Hierarchy is specified as the owner of any service or equipment, all communications (notifications) regarding that service or equipment is sent to the Coordinators. See Setting up Coordinators for more details.
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