Created Date: 7/11/2025 2:41:09 PM | User Level: Regular User
How to Get Here:
- Navigate to the detail page for the Account you want to add a phone number to.
- Click on the Address tab. This will show you the list of contacts for that account.
- Click the Edit (pencil icon ✎) button next to the contact you want to add a phone number for.
- On the contact detail screen, click the Phones sub-tab. You will see a list of existing phone numbers (which may be empty).
- Click the + Add New Phone Number button.
Instructions:
- A new page will appear to enter the phone number details.
- Select a Category from the dropdown menu (e.g., "Work," "Cell Phone," "Home").
- Enter a Description (e.g., "Main Office Line," "Direct Dial").
- Enter the Phone Number.
- Use the toggle switches on the right to set preferences, like Display Publicly or Allow SMS.
- If needed, you can click the Notes tab to add more context about this phone number.
- When finished, click the green Save Phone Information button at the top right.
Expected Result: You will see a green success message at the top of the page confirming the phone number has been saved.
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