Entering or Updating a Contact's Phone List
The Phones window lets you maintain a list of a contact's various phone numbers.
1. Select the Phones sub tab.
2. Locate the contact and drill down to the Contact Detail window.
3. 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.
4. If a phone number is saved in the header information, it will automatically default to the phone's first row.
5. Enter an extension, if applicable.
6. 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.
7. Check the Primary check box to designate a primary phone.
The primary phone number will appear throughout when Account Summary Information is displayed.
Attention: There can only be one primary phone for each contact. Before you select a new primary phone, you must first uncheck the old primary check box.
8. Check the Active check box to designate a current number.
If the phone number is no longer valid, uncheck the check box.
9. Choose Save on the toolbar to add the contact's telephone numbers to the database.