To add a customer phone number:
- Find and edit the customer. On the General tab, click the +Phone button. The Customer Phone Number window will appear.

- Indicate whether the number is the Preferred Contact Number. This indicates that the number will be used by default.
- Indicate whether this number is a Do Not Contact number.
- Indicate whether this is a Mobile Number.
NOTE: If no phone number is preferred, the customer will be listed as Do Not Call in certain features such as text message marketing.
- Select a Type. This indicates the type of number, i.e., Home, Cell, Work etc.
- Enter a phone number and, if applicable, an extension.
- Indicate whether this phone number is for the selected customer, their spouse/partner, or both.
- Click OK. The new number will appear in the Contact Method list.
If there was previously no phone number, a newly added one will automatically be marked as Preferred. You can uncheck this option if desired.
NOTE: The system option Validate That Phone Numbers Have 10 Digits can be enabled to ensure valid numbers are entered. This is especially important if you are using text messaging.
NOTE: The system option Phone Number Format controls how the number displays.