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.
- 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 cog icon in the bottom left-hand corner.
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.