The Phone Numbers tab will display all the different types of phone numbers that may be associated this account.
Phone Type: The following choices are available in the Phone Type dropdown box: Telephone, Barn, Fax, Mobile, Office, Pager.
Description: A personalized description can be added for each phone number. Examples: Business or Home
Phone Number: Enter the phone number, including area code where necessary.
Primary: At least one phone number must be marked as Primary.
Active: This indicator can be switched from Yes or No depending on the circumstances. For instance, if the owner has a summer and winter home, the phone numbers can stay on the account, and just the current one can be marked Active.
Insert Phone: After entering a new phone number, click the Insert Phone button to store the data on the grid above.
Save Phone: To edit phone information, double click on the line to be edited from the grid. This information will populate the fields at the bottom of the screen. Make adjustments and click ‘Save Phone’ to store the new data.
Delete Phone: To delete a phone information, double click on the line to be deleted from the grid. This information will populate the fields at the bottom of the screen. Press the ‘Delete Phone’ button to remove data.