Creating Constituent Phone Numbers

You can create phone numbers, either primary or secondary, for a constituent record in the Phone view. Use the following task to create phone records for constituents.

To create phone records for constituents

  1. From the Constituents screen, choose the constituent record, then click the Phone tab.

  2. Click New, and enter the required information, some of which is shown in the following table.

    Field Description

    Primary

    Select this field to designate the phone number as primary for the constituent record.

    Phone #

    Enter the phone number.

    Use Type

    Click the list to designate the email address type. The values include: Home, Business, Campus, and so on.

    Effective Start Date, and Effective End Date

    Click the Select button to choose an effective start, and end date for the phone record.

    Description

    Enter a description in this field.

  3. From the Application-level menu, choose Save Record.