Knowledge Base Article

Phone Overview

Created Date: 12/19/2023 7:31:00 PM User Level: Regular User

Store all of the phones that are needed that are associated with an address.

  • Regarding (e.g., Account Name): This will change based on the module you access the information from (e.g., Account Name, Project Name, User Name, etc.) 
  • Category: The category you are assigning to this phone number.
  • Description: The description for this phone number (e.g., John's Cell Phone)
  • Phone Number: The phone number.
  • Icon Name: When used externally for the digital business card mode, this is the icon name used.
  • Icon URL: When used externally for the digital business card mode, this is the icon URL used.
  • Display Order: This is the order in which the phone number is displayed publicly as well as within the grid. The lower the number, the closer to the top it shows.
  • Notes: Any notes that you have related to the number.
  • Active: Is this phone number active to be displayed or used within the system.
  • Display Publicly: Should this number be shown publicly if you use that functionality in the system.
  • Display On Grid: Should this phone number be displayed on the primary module grid for searching.
  • Allow SMS: Should this number be allowed to use SMS (text).
  • Allow MMS: Should this number be allowed to use MMS (text with pictures).
  • Allow Fax: Is this number capable of receiving fax messages.

 

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