Add and Edit Phone

Modules > CRM > Individuals > Find, List, Add or Query Individuals > Individual Profile > Contact info Tab > Telephone numbers Child form > Add/Edit Icon

OR

Modules > Sales > Contacts > Find or Add Individuals > Individual Profile > Contact info Tab > Telephone numbers Child form > Add/Edit Icon

OR

Modules > Events > Registrants > Find, List, Query Registrants > Events Registrant Profile > Edit Events Registrant > Contact Information Section > Phone Field > Add/Edit Icon

Using the Telephone numbers child form on an Individual profile or an Edit Events Registrant form, you can add and update phone information for the Individual record.

The following section describes the steps to add and edit phone information for an individual in NetForum.

Adding Phone Information

To add phone information:

Follow the path listed above.

Click the Add button. The Add Phone form opens.

Fill in the fields for the populated customer name according to the table below:

Field Name	Required?	Description
Customer	Read Only	This field automatically populates the customer’s name and cannot be edited.
Phone Type	Required	Select the Phone type from the Type drop-down field.
Select Contact To Link	Optional	If this phone belongs to a related contact, then select that contact (related Individual or related Organization) from the drop-down list.
Select # To Link	Optional	This field is populated with the phone number of the contact that you selected in the Select Contact To Link field.
Linking Method	Optional	Select Linking or Defaulting to associate the selected individual’s or organization's phone number with the individual's profile. Select None to enter a new number unlinked to the individual or organization profile.
Country	Required	Select the country of origin for the phone number.
Code	Read Only	This field auto populates the country code of the selected country and cannot be edited.
Phone Number	Required	In the Phone number field, enter the phone number. In the case of linked organization phone numbers, this field will auto complete with phone information from the organization profile.
Extension	Optional	In the Extension field, enter an extension, if one is necessary.
Unlisted	Optional	Click this checkbox if this is an unlisted phone number and it should remain private.
Primary	Optional	Click this check box to indicate whether this phone number is a primary. Note: If you are adding the phone information for the first time, then the Primary checkbox will be selected and read-only by default.

Click the Save button to save your changes and return to the profile. Click the Cancel button to return to the profile without saving your changes.

Editing Phone Information

To edit phone information:

1. Follow the path listed above.

2. Click the Edit icon next to the phone record on the Telephone numbers child form.

Or

Click the Edit icon on the Phone field of the Edit Events Registrant form.

3. The Edit Phone form opens.

4. Edit the appropriate details in the relevant fields.

5. Click the Save button to update the phone information. Click the Cancel button to return to the Profile without saving the phone information. Click the Delete button to delete the phone record.