Adding Customer Contact Phone Information
To add customer contact phone information, complete these steps:
1. Add an account or search for an account.
2. If the account does not have any associated contacts, add a customer contact.
3. Click on one of the existing contacts in the Customer Contacts table. The Add button becomes enabled.
4. Click the Add button. The Add/Edit Customer Contact Phone dialog box opens.
5. Modify the phone type and call time from the Type and Call Time drop‑down lists, respectively.
6. Enter a phone number in the Number field. If applicable, a phone extension can be entered in the text field to the right of the Number field.
7. Enter a non-negative value in the Sequence field. This number is used to indicate the priority of this phone entry relative to all other phone entries associated with the selected customer contact. The OK button becomes enabled.
8. Click OK to save the customer contact phone information to the database, or Cancel to avoid saving the phone information.