To add a customer phone number:
- From the Customer Edit General Tab, select +Phone (
).
The Customer Phone Number window will appear.
- Indicate whether the number is the preferred number. This indicates that the number will be used by default.
Indicate whether this number is a Do Not Contact 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 location of the number, i.e., Home, Office, etc.
- Enter a phone number.
- If applicable, enter a telephone extension.
- Indicate whether this is the primary contact's number, in this example, Mike's Phone Number. Or select the spouse name to indicate the spouse/partner's phone.
- 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.