Phone Numbers
How does the software decide which phone, fax and email entries show up on the overview screen?
This screen displays the first “phone”, “fax” or “email” entry marked as “main”. To mark items as main, or switch the main number for a contact, click “more” to the right of “Main Phone & Email”.
How many phone numbers may be associated with one contact or company?
You may create nearly as many phone numbers as you’d like for each contact or company record. The same applied to emails, URLs, cell numbers, and fax numbers. To enter more than the basic 3 items shown on the contact’s Overview Screen, click “more” to the right of “Main Phone & Email”. There you’ll see a mini window where you can create additional phone, fax, or email records.
Note that if you’d rather see that portal of phone numbers on the overview screen instead of the “main” phone, fax, and email records, you can easily do that. Simply navigate to the first of the “Contacts Alternate Elements” layouts in layout mode. This layout contains alternate objects that you can paste on to any contact layout. Copy the whole “Phone, Fax, Email & Web” section from this layout and paste it on to the Contact’s Overview layout.
Can I automatically format phone numbers like (###) ###-####?
Sure. We have an auto enter calc running in the number field in the PhoneFaxEmail table that should do this for you. Unfortunately this calc does not understand international numbers and should just leave them alone. The calc also understands that you may have some information in here besides phone numbers, so it should preserve any text following the phone number.
However, if you’re importing phone numbers you may wish to temporarily turn this auto enter off as you could have data in your import that our calc would disregard or erase. This normally isn’t an issue when you’re typing in a phone number.
Of course you may wish to format your phone numbers differently and there are plenty of custom functions that can help out. Check out some of these by search for “phone” at www.briandunning.com or www.clevelandconsulting.com
