Master Records > Contact Maintenance > Set Up Contact Code

The Phones page allows you to create and maintain unlimited number of phone records associated with the contact.

To create phone records for the contact, follow these steps:

1.Click the Add button in the grid toolbar to activate a new line in the grid. For subsequent phone number entries, you may click the Add button to activate a line in the grid or click the Insert button to insert a blank line above the currently selected line.

2.Enter in the Type field the contact's phone number type. Click the drop-down button to select from the options on the list. You may click the Type field to access the Miscellaneous Code Maintenance function where you can add, amend, or delete Phone Types.

3.In the Country field, enter the country location of the contact. Click the drop-down button to select from the options on the list. The Country Code field value is pre-filled which corresponds to the country entered in the Country field.

4.Enter in the Phone field, the actual phone number of the contact person and enter in the Ext field the extension number, if any.

Note: The phone numbers under the Phone column are clickable. When clicked, it will launch Microsoft's default Phone Link application with the phone number pre-filled. To successfully use this feature, be sure that Microsoft's Phone Link application is set up in the workstation you are using.

5.Mark the Default column to signify that the phone number is the contact person's main line for phone communication. The details of the phone record that is marked as the default will show in their corresponding fields in the Information page.

6.To delete a line in the grid, select the line that you want to delete; then, click the Delete button in the grid toolbar.

Phones

Phones

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