Managing a Customer's Phone Number

 This process cannot be done from a mobile device.

Managing Customer Phone Numbers is a simple process.  In can be easily maintained in just a few simple steps.  The following steps will help you maintain a Customer Phone Number:


Step 1.

Click on the Modules tab, then click on the  Customers icon in the ribbon on main page.



Step 2.

Create a new Customer Record or open an already existing Customer Record from your record list. 

 If creating a new Customer Record, all required fields must be filled in and then saved before you can proceed to Step 3.  If you need help on how to create a new Customer Record, see article, "Creating a Customer Record."



Step 3.

Click on the Phones tab on the bottom ribbon section.


Step 4.

After clicking on the Phones tab, select the  Add Phone icon.

 To modify or edit a phone number, go to Step 6.
 To delete a phone number, go to Step 7.


Step 5.

Once the phone number section has opened, enter in the desired phone number to the provided space, then, click on the  Save icon to complete the process.

 You have the choice of entering in the phone type, either Home, Cell, Work, Business, Fax, or Other.
 
You have the choice of making this phone number the default number for this profile by clicking on the default icon.


Step 6.

To modify or edit a phone number in a Customer Record, click on the Update icon. You will then be able to edit the phone number. Once completed, click on the Save icon.


Step 7.

To delete an existing phone number, click on the  Delete icon.  A pop-up menu will ask you to confirm by clicking OK

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