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Department Hierarchy - Emails Tab

Emails

image-20240614-161610.png

 

The 'Emails' tab will associate an email address to a Contact record. Multiple email addresses can be saved in PCR-360 with the option to set an Email Address as the primary for the Contact. To add an email association, use the following steps:

  1. Click the image-20240614-161633.png  button.

  2. This will open the 'Add New Contact Email Address' form.

    image-20240614-161651.png

     

  3. Enter the Email Address and select if the Email is intended as a Primary contact or as an alternate email.

  4. If the Email Address should show in the Directory select the 'Directory' checkbox.

  5. Click the image-20240614-161709.png  button.

The Email Address for the Contact will be added to the grid.

Set as Primary

The image-20240614-161730.png  button will allow a User to quickly change the status of the Primary Email Address without having to open a sub form. Simply click the Email Address to set, and click the button. The 'Type' on the selected record should change to Primary and unset on the original record.