(v1) .Create a Change Owner Action v2.1.4.7

To Change an Owner Name:

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 'Show Filters' 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 'Edit Selected' button.
3. Change the required information and click the 'Save'  button.

To Change the Owner of a Service

Navigate to Main > Services and choose the appropriate Service type. In this example, Phones is used.

1. Find the Service you want to change. If the number is known, enter it into the Search Bar or use one or more column filters on the Grid.
2. Double click the entry you want to change, or click once on the entry row and click the 'Edit Selected' button.
3. Delete the current Owner.   If the new Owner already exists in PCR-360, enter or select the new name by using the Owner picker.
   Note: If the new Owner does not already exist, follow the steps below - Create a New Owner/Customer before moving on to step 4.
4. Click the 'Save' button.

Create a New Owner/Customer:

Navigate to Main > People > Workers / Contacts.

1. Click the 'New Contact for Owner' button. to open the 'Add New Contact' form.
   
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.

1. Go to the Customer tab
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.
4. Click the 'Save New' button.