Editing Customer Contact Phone Information

To edit customer contact phone information, complete these steps:

1. Search for an account that has customer contacts associated with it.

2. Click on one of the existing contacts in the Customer Contacts table. The Edit button becomes enabled.

3. Click the Edit button. The Add/Edit Customer Contact Phone dialog box opens.

4. Modify the phone type and call time from the Type and Call Time drop‑down lists, respectively.

5. Edit a phone number in the Number field. Edit the phone extension in the text field to the right of the Number field.

6. Edit value in the Sequence field.

7. Click OK to save the customer contact phone information to the database, or Cancel to avoid saving the phone information.