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Configuring Additional Phone Number Types
Configuring Additional Phone Number Types

This article outlines how to configure Additional Phone Number Types within the CRM.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

We understand that the standard Phone Number and Mobile Number fields may not be enough to record all possible Contact numbers. Therefore, within the Communication page on a Contact, you can add in additional phone numbers. 

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

To edit your Additional Phone Number Types, click on the settings drop down, then select System Settings.

Step 2: Navigate to People & Places in Settings

Once within the Settings Centre, navigate to the People & Places page and scroll down until you reach the Additional Phone Number Types configure option.

Step 3: Add New Phone Type

By selecting the 'Click to Configure' link, the Configure Additional Phone Types window will open. Here, any pre-existing Additional Phone Types will be listed. To add a new one, simply click on the plus icon in the top right-hand corner. 

Step 4: Add Phone Type Details

You'll then be able to give your new Additional Phone Type a Description which will appear to all CRM users. For example, you may wish to add a Phone Type of 'Pager' if you work within the Medical Industry. 

Once happy with the information entered, click 'Create' and your new Additional Phone Type will be available. 

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