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The Workers/Contacts grid lists the Contact information for all the people that are associated with the User's organization. The Workers/Contacts grid is essentially a directory of all the people who have interacted with the User organization over a period of time. This includes Service Reps, standard Workers, new Customers, and other categories.
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Navigate to Main > People > Workers/Contacts.
Click the
button located immediately above the Workers/Contacts Grid.
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In the Contact data entry form, there are two Required fields: First and Last Name.
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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.
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Worker / Contact tabs
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Contact Types
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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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If there are multiple Phone Numbers associated with a Contact, use the following steps to select one as Primary.
Select the phone number desired by double clicking or single clicking the phone number and clicking the
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button.Click
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the
check box to set the number as Primary.Click
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the
button.
The Phone Number is set as Primary.
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If there are multiple Emails associated with a Contact, use the following steps select one as Primary.
Select the Email desired.
Click the
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button to set the number as Primary.
Toggle Status
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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Replacing a Contact
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.
The Contact is replaced on any Service Order, Service, or Equipment where that Contact appears. Because the Replace function can change LARGE volumes of data is highly recommended that this button is permissioned where only authorized Users can access it. For more information on securing the Replace button, see the Permissions and Best Practices sections.
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The Delete Contact checkbox serves a dual purpose. The default behavior leaves the checkbox unchecked. This makes the Replace function leave the Replaced Contact Active and simply replace it anywhere it has been previously associated if it can. If the User selects the Delete Contact checkbox, the Replace functionality tries to delete the existing Contact. If the Contact cannot be deleted because of any lingering associations, the Replaced Contact record is set to Inactive instead.
The following are special circumstances related to using Replace:
Service Desk and Service Desk Action: We can only update the Owner if the Status of the Order/Action is not Finalized, Void or Billed.
If the Billing Group of the new Contact does not match the billing group of the old Contact, the Contact is NOT replaced.
The Service Rep field is NOT replaced.
The Requestor field is NOT replaced.
Service Desk tabs: Equipment, Contact, Labor, and Workflow: All of these require a Service Desk Order/Action which does NOT have a status of Complete, Finalized, Billed, or Void.
Services: The Billing Group of the new Contact must match the Billing Group of the old Contact.
If the Billing Group of the new Contact does not match the Billing Group of the old Contact, the Billing Group Override is set to the new Billing Group.
If the Contact in the Contacts tab is also the Owner of the Service, the Contact on the Contacts tab is NOT changed otherwise it is changed.
Equipment: If the Billing Group of the new Contact does not match the Billing Group of the old Contact, the Contact is NOT replaced.
Purchase Order: The “Approved By” Contact is only replaced if the Purchase Order has a Pending Status. The "Attn" is always replaced.
Vendor: If the Contact is on the Contact tab, it is always replaced.
Departmental Hierarchy: If the Contact is on the Coordinators tab, it is always replaced.
Workgroup: The Worker on the Workers & Rates tab is replaced. The Manager is NOT replaced.
Contact Type: If the Contact type that is replacing another Contact does not have the Type 'Coordinator' and the one being replaced does, the 'Coordinator' type is added to the replacing Contact.
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