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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

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.

Complete the information and then click Save.
Context Menu:If selected, the person can set the restrictions or preferences for the future date and time, to send SMS.

Add a Phone Number to an Account

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