Phone Type

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The phone type reflects the purpose of the phone number and how it should be used.

Add a new phone type

  1. Expand the “Configuration” menu on the sidebar navigation. 
  2. Expand the “Lists” menu under “Configuration”.
  3. Expand the “Type” menu under “Lists”.
  4. Select the “Phone” menu.
  5. Select “Add” to add a phone type.
  6. Populate the fields.  Data fields with an asterisk (*) are required.
    • Name*: Enter the name of the type of phone number
      • The system will not allow phone number types with duplicate names. 
    • Description: Enter a description of the phone type.
    • External Identifier: Enter a unique identifier that represents this record in an external system.
  7. Select “Save” upon completion.

Manage phone types

  1. Locate the phone type record.
  2. To the right of each record, under the Actions menu, you may:
    • Edit the phone type.
    • Download the phone type definition for import into another database.
    • Delete the phone type. You may delete types only when they are not in use at any record.
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