(2024.2) Inventory - Contacts

Contacts

Open

Equipment Charges Tab

The 'Contacts' tab provides the User the ability to manually associate Contacts with each Inventory item. These associated Contacts represent people who may be associated with the Inventory in some way. These Contacts are separate entries in the Workers/Contacts section of the application that is associated with this Inventory for tracking purposes. The User can manually manage these associations by using the 'Add', 'Add Existing', 'Edit Selected', and 'Delete Selected' functionality available on the Contacts tab.

Adding New Contacts

After clicking on the button, the User is presented with a data-entry form used to build a basic Contact: First and Last Name, Email and Phone Number. Adding a new Contact here will create a new record in the Workers/Contacts section of the application.

Adding Existing Contacts

After clicking the  button, a list of existing Contacts is presented. Contacts can be associated with multiple Inventory items, as such this list will display all Active Contacts in the system. Searching through this list and selecting multiple entries will allow the User add all the required Contacts. Check each of the Contacts that need to be associated with the Inventory and click the button.

Edit Selected

Sometimes it can be necessary to alter the existing information on an Inventory item. In order to do this PCR-360 has the button. Clicking this will open the record in a 'Manage Contact' form that the User can modify and save.

Delete Selected

Selecting the button from this grid does not delete the Contact entry it merely removes the association.