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:
-
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 -
- Enter the required details in the Person Phones section.
-
If you want to add more than one person phone for the customer
registration, click the Add (
) icon and then repeat step 2.
Note: However, if you want to remove a person phone from the customer registration, click the Delete () icon corresponding to the person phone.
-
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 |