Page Comparison

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Create a New Owner/Customer:

Navigate to Main > People > Workers / Contacts.

1. Find the Contact you want to change by using the picker above the Grid or a filter in a Grid column. Use the Image Removed button to display all applied filters and modify as needed.
2. Double click on the entry you want to change or click once on the entry and click the Image Removed button.
3. Change the required information and click the Image Removed buttonClick the Image Addedbutton to open the 'Add New Contact' form.
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4. Enter the Owner's 'First Name' and 'Last Name' into their respective fields.
5. Make sure "Customer" is populated on the 'Type' selection box.
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1. Go to the Image Addedtab.
2. Enter a unique customer number. Most organizations have a unique employee number of some kind and use that as the unique identifier in PCR-360. If the number isn't available at this time we recommend, designing a temporary naming convention. For example, they might all start with 5000 (an example unique number). This way, it is easy to go back at a later date and find all the Customer numbers that need to be updated to their current/valid value.
3. Choose the appropriate 'Billing Group' for this customer.
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4. Click the Image Added button.