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Manage Phone Numbers

On this page:

A contact's phone numbers may be added when creating a new contact or when editing an existing one.

Notes: Field level security may be used to restrict phone information (PHONENUMBER.PHONENUMBERASENTERED, PHONENUMBER.PHONENUMBER and PHONENUMBER.PHONENUMBEREXT). For more information, see Field Level Security.

View Phone Numbers

  1. On the start page, search for and select a contact. 
  2. Scroll to the Phone Numbers section.
  3. Click the arrow to expand the section. Click the arrow again to condense the section.
    The following information appears:

    Field

    Description

    Order

    Use the up and down arrows to indicate the order in which you want the phone numbers to appear. This order is used to determine which phone number should first display on original student pages, reports, and anywhere else phone numbers are referenced.

    Note: Arrows appear shaded when not applicable.

    Type

    The phone number type.

    Note: When working with Original Contacts, the type will determine which phone number will show on the original student pages. The first phone number of a given type will be the one to display in the respective field.

    Phone Number

    The contact's phone number and extension.

    Note: The extension is automatically prefixed by an "x".

    Preferred

    Indicates if the phone number is a preferred phone number by which the contact would like to be contacted.

    SMS

    Indicates if the contact's phone number accepts text messages.

Add a Phone Number

  1. Do one of the following:
  2. On the Contact Details page, scroll to the Phone Numbers section.
    Note: Click the arrow to expand the section. Click the arrow again to condense the section.
  3. Click Add Phone
  4. Use the following table to enter information in the fields:

    Field

    Description

    Type

    Choose the appropriate phone number type from the pop-up menu.

    Note: When working with Original Contacts, the type will determine which phone number will show on the original student pages. The first phone number of a given type will be the one to display in the respective field.

    Phone Number

    Enter the contact's phone number.

    Extension

    Enter the contact's phone number extension.

    Note: The extension must be entered as numerical value.

    SMS

    Select the checkbox to indicate that the contact's phone number accepts text messages.

    Preferred

    Select the checkbox to indicate that this phone number is a preferred phone number by which the contact would like to be contacted.

  5. Click Ok
  6. Click Submit

Edit a Phone Number

Note: When working at the school level, only student associations for the selected school are editable.

  1. Do one of the following:
  2. On the Contact Details page, scroll to the Phone Numbers section.
    Note: Click the arrow to expand the section. Click the arrow again to condense the section.
  3. Click the Pencil icon of the phone number you want to edit. 
  4. Edit the information as needed.
  5. Click Submit

Delete a Phone Number

Note: When working at the school level, only student associations for the selected school are deletable.

  1. Do one of the following:
  2. On the Contact Details page, scroll to the Phone Numbers section.
    Note: Click the arrow to expand the section. Click the arrow again to condense the section.
  3. Click the Minus icon of the phone number you want to delete. 
  4. Click Delete
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