Entering Customer Telephone Numbers
You can enter, add, change, or inactivate telephone numbers for a customer, address, or customer contact. You can enter multiple telephone numbers for each customer, address, or contact, but you can only assign one primary telephone number at each level.
Prerequisites
To enter telephone information for a customer, address, or contact:
1. Navigate to the Customer Summary or the Customers window.
2. Query the customer to which you want to assign telephone information.
3. If you are using the Customer Summary window, choose Open, then continue with this step.
If you are assigning telephones to a customer, skip to the next step.
If you are assigning telephones to an address, open the Addresses alternative region. Select the address to which you want to assign the telephone information, then choose Open.
4. If you are assigning telephones to a customer or address, open the Telephones alternative region.
If you are assigning telephones to a contact, open the Contacts Telephones alternative region, then select the contact to which you want to assign the telephone information.
5. Enter the Area Code, Telephone Number, and Extension (optional).
6. Enter the telephone Type. You can choose from one of the following types of telephone numbers: General, Fax, Inbound Watts, Outbound Watts, and Telex.
Suggestion: Enter the telephone numbers to use for collections as Type General or Fax, because general and fax numbers appear in the Phone and Fax fields of the Customer Calls window.
7. To indicate that this telephone number is the primary number, select the Primary check box. You can only specify one primary number for each customer, address, or contact.
8. Repeat steps 4, 5, 6, and 7 until you enter all telephone numbers for this customer, address, or contact.
See Also
Entering Customer Contacts
Entering Customer Contact Roles
Enter customers