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View Phone Numbers for an Account

Use the Phones panel to view phone numbers for parties on the account.

To view phone numbers for an account

  • In the Reference Panel navigation bar, click Available Panels and then click Phones.

Phones panel

Number: Person's phone number. If a call is on hold, a Hold icon and a message appear next to the phone number.

Type: Type of phone number.

Consent: Indicates whether the customer granted permission to call or send a text message to the phone number. For more information, see Phone Usage Consent Icons.

Status: Status of the phone number. For more information, see Phone Number Status Icons.

Customer: Customer on the account.

Attempts: Number of times you attempted to call or text the phone number.

Last Attempt: Date and time you last attempted to call or text the phone number.

Name: Name of the person associated to the phone number.

On Hold: If the phone number is on hold, the hold icon appears.

Hold Expiration Date: Date the hold expires. If the phone number is on hold and there isn't an expiration date, the hold remains until a user or a process removes the hold.

Related Topics

Data Grids

Phone Number Status Icons

Contact Information

Phones