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Comment: updated 'New Contact for Owner' button description.

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Navigate to Main > People > Workers / Contacts.

  1. Click the 'New Contact for Owner' button. Image Removed Add New Contact for Owner Image Addedbutton to open the 'Add New Contact' form.
    Add New Contact form exampleImage Modified
  2. Enter the Owner's 'First Name' and 'Last Name' into their respective fields.
  3. Make sure "Customer" is populated on the 'Type' selection box.
    Type Field exampleImage Modified
  1. Go to the Customer theĀ CustomerImage Addedtab Image Removed.
  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.
    Billing Group field exampleImage Modified
  4. Click the 'Save New' Save NewImage Modified button.