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(2022.1) Create a new Owner

(2022.1) Create a new Owner

Jun 29, 2020

Create a New Owner/Customer:

Navigate to Main > People > Workers / Contacts.

  1. Click the

    Add New Contact for Owner
    Add New Contact for Owner

    button to open the 'Add New Contact' form.

    Add New Contact form example
    Add New Contact form example

  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 example
    Type Field example

  1. Go to the 

    Customer
    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.

    Billing Group field example
    Billing Group field example

  4. Click the

    Save New
    Save New

    button.