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(2024.2) Workers/Contacts - Phone Numbers Tab

Owned by David Engblom
Nov 22, 2024
1 min read
Phone Numbers
Phone Numbers tab
Phone Numbers tab

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 Add button button.

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

    Add New Contact Phone Number form

  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 Save New button button.

The Phone Number will be added to the grid.