View Phone Type Customization
Table of Contents
Phone Type Customization
What is a Phone Type
Chances are that Applicants, Employees, and Contacts have more than one telephone number associated with them. A Phone Type is a description of which phone the number is associated with. Some examples are home, work, pager, cell, mobile, etc.
How to Add a Phone Type
Select “Phone Type” from the Customization menu. The “Create New Phone Type” screen will be displayed. Type in the name of the Phone Type you want to add in the provided field at the top of the screen. Next, choose from the drop down menu who you would like this Phone type to be associated with (Employees, Contacts, Applicants). Click on the “Save” button just under where you have typed the name of the new Phone Type. The new type will now appear on the Appropriate Phone Type list.
To move the new Phone Type up or down in the list of available options, highlight it in the appropriate “Display Order” table. There is a display order table for Employee, Contacts, and Applicants. Use the up and down buttons to move the Phone type on the list. Once it is in the correct place, click the Save button underneath the Display Order table.
How to Edit a Phone Type
From the Phone Type Lists click on the type that needs to be edited. The “Edit Phone Type” screen will be displayed. Make the required changes, and then click the Save button just underneath the Edit field.
How to Delete a Phone Type
To delete it completely, Click on the icon displayed to the right of the Phone Type name in the “Delete” column of the appropriate Phone Type list. To just make it unavailable as a choice, uncheck the box in the “Available Choice” column of that same list.