Phone Number Type

When adding phone numbers for occupants in Customer Service, you must specify a phone number type; which is set up here.

Note:

Only one of the phone number types can have the Default Phone Number Type field checked. This will be the default phone number type when adding phone numbers.

In addition to their descriptive value, phone number types can be used to select specific phone numbers in Targeted Marketing—for example, you may only want to select home phone numbers for a new sales promotion.

To set up phone number types:

  • Select Phone Number Type from the Occupant menu to display the Phone Number Type screen.

  • Click the Add icon and complete the following fields.

    FieldTypeWhat to enter

    PHONE NUMBER TYPE

    open (10)

    Enter a name for this phone number type, such as “home” or “fax”.

    DESCRIPTION

    open (30)

    Briefly describe the phone number type.

    DEFAULT PHONE NUMBER TYPE

    yes/no

    Indicate whether this phone number type should default when adding phone numbers. Only one phone number type can have this field checked.

  • Click OK to save the phone number type in the database or Add Another to save the existing record and add another phone number type.

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