Maintaining Phone Types


Table of Contents   Previous Page  Next Page    

Phone Types are used on the details window for membership records to further identify phone numbers to be pagers, fax numbers, mobile phones, etc.  You can add or delete phone types at any time. As soon as the new type is added, it is available for all phone numbers on membership records. Additionally, the phone type specified as the Default will automatically be entered on new records.

Note: You should leave the phone type called Normal alone.  This should be used for any phone number that is a "normal" phone. Certain system defined reports that include the phone type will omit the value if it is set to Normal.

Maintaining Phone Types

1Choose Tools > Dropdown Lists > Phone Types.
2The Maintain Phone Types list enables you to Add, Open, or Delete any entry.
3Choose the appropriate option. If you are adding or changing an entry, the following fields are available:

       Value - The name of the phone type.

       Default - Select this option if you want this role to be the default for phone numbers on new membership records. A default must be specified.

Combining Values

Entries on this list can be combined into one. See Merging/Combining Values for details.