Phone

In the Phone tab, the user can store multiple phone numbers for the selected contact.

 

To add one phone number at a time, click or to edit a desired phone number or to indicate that a phone number is no longer valid, click , which opens the Contact Phone module.

 

Phone numbers are displayed under Primary, Current and Not Current categories. There can only be one Primary phone number and this is also managed on the Contact Phone module.

 

Additional information is available on the Contact, Memo, Address, Fax, Email, Custom Fields, Login, and Projects tabs.

 

Click to return to the Contact List page.

 

Click Common Buttons for a description of the buttons found throughout the system and their uses.

 

 

 

Field

Description

Src

This column displays whether the record is linked to the Global Contact Institution or not.

= Linked to the Global Contact’s Institution

= Not linked

Type

This column displays the type of phone that was selected:

  • Business

  • Business2

  • Home

  • Main Office

  • Mobile

  • Other

  • Pager

Institution

This column displays the Institution that is indicated for this contact, if entered.

Country

This column displays the Country.

Phone

This column displays the Phone Number.

From Date

 

This column displays the date that the phone number is in effect. The default is the date that the phone number was added.

Thru Date

This column displays the date that the phone number is no longer valid. If this is not the Primary phone number, select or add another phone number in the Contact Phone module and make that phone number Primary. This will display the phone number under the Not Current category.

Comment

This column displays any comments entered in the Contact Phone module about this phone number.