(2024.2) Department Hierarchy - Emails Tab

Emails

Open

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   button.

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

   Open

   

    

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   button.

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

Set as Primary

The   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.