Adding the Phone Details of a Person

Prerequisites

To add the phone details of a person, you should have:

  • Phone types defined in the application.

Procedure

To add the phone details of a person:

  1. Ensure that the Person Phones section is expanded in the Main page when you are defining, editing, or copying a customer registration.

    The Person Phones section contains the following columns:

    Column Name Column Description Mandatory (Yes or No)
    Phone Type Used to indicate the type of the phone which you want to add for the person. The valid values are:

    • Business

    • Business Phone

    • Fax

    • Home

    • Mobile

    Note: The list includes only those phone types where the phone type entity is set to Customer Registration.
    		 Yes (Conditional)
    Note: This field is required when you are adding the phone details of a person.
    Phone Number Used to specify the phone number. Yes (Conditional)
    Note: This field is required when you are adding the phone details of a person.
    Extension Used to specify the extension value of the phone number. Yes (Conditional)
    Note: This field is required when you are adding the phone details of a person.
    Phone Format Displays the format in which the phone number is specified for the person. Not applicable
  2. Enter the required details in the Person Phones section.
  3. If you want to add more than one person phone for the customer registration, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a person phone from the customer registration, click the Delete (The Delete Icon) icon corresponding to the person phone.
  4. Click Validate and Save.
    The phone details are added for the person.

Related Topics

For more information on... See...
How to define a customer registration Defining a Customer Registration
How to edit a customer registration Editing the Customer Registration Details
How to copy a customer registration Copying a Customer Registration