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(2024.2) Department Hierarchy - Phone Numbers Tab

Phone Numbers

image-20240614-162452.png

 

The 'Phone Numbers' tab will allow the association of a Phone Number or numbers with a Contact record. These numbers can be set as primary or allowed to appear in the directory. To add the Phone Number association follow these steps:

  1. Click the image-20240614-162510.png  button.

  2. This will open the 'Add New Contact Phone Number' form.

    image-20240614-162531.png

     

  3. Enter the 'Phone Number' and select the 'Type' of number that it is; work, home etc.

  4. If the Phone Number is the Primary number for the Contact, click the 'Primary' checkbox.

  5. If the Phone Number should show in the Directory select the 'Directory' checkbox.

  6. Click the image-20240614-162550.png  button.

The Phone Number will be added to the grid.