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Navigate to Main > People > Workers/Contacts.
Click the
button located immediately above the Workers/Contacts Grid.
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Users can edit any item on the Workers/Contacts grid by double-clicking the item or highlighting it and clicking the
button immediately above the grid. This action opens the Contact's data entry form at which point edits can be made and saved.
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Select the phone number desired by double clicking or single clicking the phone number and clicking the
button.Click the
check box to set the number as Primary.Click the
button.
The Phone Number is set as Primary.
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Select the Email desired.
Click the
button to set the number as Primary.
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Sometimes a User might wish to make another User inaccessible to other portions of PCR-360. This is the function of the
button. Changing a Worker/Contact to Inactive makes the User hidden from selectors elsewhere in PCR-360 without removing the User's information.
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Users can delete any item on the Workers/Contacts Grid by double-clicking the item or highlighting it and clicking the
button above the grid.
Bulk Updates
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This button replaces all instances of a Contact with another Contact. To use Replace, select a Contact and click the 
button. The Contact is replaced by any Service Order/Action, Service, Equipment, Workflow, Vendor, Coordinator, GLA, Location, or Purchase Order where that Contact appears.
To use, select a Contact to replace and click the 
button. The Select Replacement Contact dialog opens.
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Click on the checkbox in the grid to select the Contact that should replace the old Contact. Click the
button on the form. The Event is sent and a Notification alerts the User when all the replacements have been made.
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