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Phone Setup

Use the information in this topic to help set up a Phone Type record in netFORUM.

Phone Type
The type of phone number as it relates to the customer.

Example: business phone number, cell phone number, home phone.

To Set Up a Phone Type:

  1. Go to the Customer Setup page.
  2. Click the Phone tab, if it is not already selected.
  3. On the phone type child form, click the Add button.
  4. In the Add - Phone Type window, enter the phone type.
  5. Click Save.

Note: The key field on the child form is a GUID used in the system option values.

The Phone Type drop-down list is located where in netFORUM?

  1. In the CRM module, click the Individual or Organization group items.
  2. Select the Add Individual or Add Organization group item links.
  3. The Add page will display.
  4. The (Phone) type drop-down list is located on both panels of the Address Information section.

Note: On the Add Individual page, the (phone) type drop-down list is for reference only. The actual phone/fax numbers are linked to the organization field and are controlled by the phone/fax linking drop-down lists.