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   To enter or update an account telephone number:

1. Select the Phones sub tab.

2. Enter a new phone number on the first available blank line or choose the New Record button on the toolbar to insert a blank line.

Note: Enter numbers only. Formatting is done automatically.

3. If a phone number is saved in the header information, it will automatically default to the phone's first row.

4. Enter an extension, if applicable.

5. Select a phone Type from the poplist.

For example: Cell Phone, Fax, General, and Telex.

Note: Your system administrator defines the list of phone types.

6. Check the Primary check box to designate a primary phone.

The primary phone number will appear throughout when Account Summary Information is displayed.

7. Check the Active check box to designate a current number.

If the phone number is no longer valid, uncheck the check box.

8. Choose Save on the toolbar to add the account's telephone numbers to the database.