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 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. 

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