Add Customer Phone Numbers

Once a Customer's address has been added, phone numbers can be associated with the Customer. Multiple phones can exist for a Customer, with one identified as the default phone. phones can be updated and deleted (expired) as needed.

Steps to Enter Customer Phone Information

  1. Search Customer using the Unified Search method either by entering the Name or using the wild card (%). The Customer screen appears.

  2. From the Customer Entity Navigation list, click Phonelink. The Phone screen will open.

  3. Click Add phone. A new row is inserted in the table of the Phone screen with address fields.

  4. Select the type of phone from the Phone Type drop-down box. The phone fields will change according to the selection in this box.

  5. Select the Country from the Country drop-down box. The phone fields will change according to the selection in this box.

  6. Enter the phone information for the Customer.  

  7. Click Save .

Note: The first phone entered will be considered the default phone and will appear at the top of the phone screen. To change the default phone, click the radio button next to the phone to use as the default phone.

Default Phone Number

The default phone number is assigned when the radio button next to that phone is clicked. If a phone is marked as the default, it cannot be removed. If the phone number that has been designated as the default needs to be removed, then assign another phone number as the default and then delete the original default phone number.

Delete Phone Number

When a phone number is no longer needed use the delete icon to delete the phone number. The deleted addresses will not appear in the phone list once they are deleted if the configuration prevents them from appearing.

Steps to Delete a Phone Number

  1. Search Customer using the Unified Search method either by entering the Name or using the wild card (%). The Customer screen appears.

  2. From the Customer Entity Navigation list, click Phone link. The phone screen will open with phone list.

  3. Click the delete icon Delete Icon in the phone record.

  4. Click Yes when the Delete phone confirmation window appears. The status of the phone should now be listed as expired.

Update Phone Number

Customer phone information can be updated as needed. When an phone needs to be updated open the phone and update the fields.

Steps to Update Existing phone Information

  1. Search Customer using the Unified Search method either by entering the Name or using the wild card (%). The Customer screen appears.

  2. From the Customer Entity Navigation list, click Phone link. The phone screen will open with phone list.

  3. Click the phone record to edit in the table. The record will open expanding the row with phone details.

  4. Make the changes to the phone information.

  5. Click Save.