Feedback

  • Contents
 

Add a Phone Number to an Account

Use the Add Phone Number dialog box to add a party's phone number to the account. To add a phone number, you must have the Create Phone Numbers Permission.

To add a phone number to an account

  1. Do one of the following:

    • In the Task Panel navigation tree, click Customer and then click a name. In the Contact Information tab, click Add Phone.

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

The Add Phone Number dialog box appears.

Phone Number: Person's phone number, including the country code. You can select the country from the list box or type a plus sign (+) and then the country code (for example, "+44" for United Kingdom).

Phone Extension: Phone extension.

Type: Type of phone number.

Status: Status of the phone number.

Customer on Account: Customer on the account.

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

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

Hold Expiration Date: Date the hold expires. If you don't specify a date, the hold remains until you clear the On Hold check box or remove the hold using another process.

Consent To Call: If selected, the person granted permission to call this phone number.

Consent To Auto Dial: If selected, the person granted permission to call this phone number using a dialer campaign.

Consent To SMS: If selected, the person granted permission to send a text message to this phone number.

Consent to fax: If selected, the person granted permission to send a fax to this phone number.

Obtained From: Person who granted or denied permission to contact this phone number.

Method: Indicates whether the person granted permission verbally or in writing.

Comment: More information regarding the phone number.

  1. Complete the information and then click Save.

  2. Apply Preference/Restrictions:If selected, the person can set the restrictions or preferences for the future date and time, to send SMS.

Related Topics

Contact Information

Phones

Create Phone Numbers Permission