In this module, the user can add or edit one phone number at a time for the selected institution and indicate when a number is no longer valid.
To Add a Number , enter the asterisked (*) fields.
To indicate that an Number Is No Longer Valid,
In the Thru Date field, enter the date that the number was no longer valid or the date that you learned that the number is not valid
Click Save return to the Phone module.
To indicate that a different number or a new number is the Primary number,
On the Phone
module, click 
next to the number that
is the key number or the Add New
Phone button to add a new number, which will return you to
this module.
Place a check in the Primary box on the Type row
Click Save, which returns you to the Phone module.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Field |
Description |
Country* |
Select from a list of records from the Country table in the system tables. This field will contain the default country used in the configuration of the system. This field is required. |
Country Code |
The International Dialing Code will display for the country selected in the field above except for the default country used in the configuration of the system. |
Phone Number* |
If the Country field is set to United States or Canada, then the phone number will be formatted to (999) 999-9999; otherwise this field will not be formatted. If not formatted, then it can hold up to 50 characters. This field is required. The first entry will be set to Primary, but can be changed to a subsequent entry. |
Extension |
The user can enter up to 5 characters. |
Type* |
Select the type of phone number from the following choices:
When inserting a new record, the default value is Business. This field is required. |
Type Name |
When the Type field is equal to Other, then the Type Name field will appear. The user can enter up to 25 characters and is required. |
Primary |
After checking this field and saving the record, the current record will be identified as the primary phone number for the contact. All other phone number records for this contact will be marked as non-primary. |
Comment |
The user can enter up to 200 characters. |
Restrictions |
|
From Date:* |
The From Date is required. It will default to the current date when adding a new record. You may select an unknown date by clicking the blank check box. |
Thru Date: |
The Thru Date is used to indicate when an address is no longer current or valid. You may select an unknown date by clicking the blank check box. |
*These fields are required