Phone Purpose

Phone purpose is a description of why the individual or entity uses a specific phone number.

Adding a New Phone Purpose

To add a new phone purpose, follow these steps:

1.     Click Add Phone Purpose Add Phone Purpose Icon to open the Add Phone Purpose window.

2.     Enter values in the following fields:

The following table describes the fields in Add Phone Purpose window.

Table: Phone Purpose Fields

Name

Description

Phone Purpose CodeMandatory Field Icon

Enter the phone purpose code.

Valid values are Alphanumeric and Underscore with a maximum length of 20.

Phone Purpose NameMandatory Field Icon

Enter the phone purpose name.

Valid values are Alphanumeric, Underscore, Comma, Space, and Hyphen with a maximum length of 255.

NOTE:

These values consumed by other screens do not remain the same as given during the configuration or batch execution or assessment creation or case creation. But they will get updated as they are updated here. You will see the updated values as of date.

LocaleMandatory Field Icon

Select a value from the drop-down list.

 

3.     Click Save to save the phone purpose. The new phone purpose appears on the Phone Purpose grid.

Editing a Record

To edit an existing phone purpose name, follow these steps:

1.     Select the check box in line with the phone purpose name.

2.     Click Edit Phone Purpose Edit Phone Purpose Icon to open the Edit Phone Purpose window.

3.     Enter the new name.

4.     Click Save to save the phone purpose. The new phone purpose appears on the Phone Purpose grid.  

Exporting or Importing the Records

To export or import records, follow these steps:

1.     Click Export Export Icon to download all records in the selected menu.

2.     A CSV file will be downloaded to local system.

3.     Click Import Import Icon and select the file to upload.

Uploading the file displays the records.