The following solicitation preferences are defined at the "Phone" communication method level:
Additionally, phone communication records can be marked as On the Do-Not-Call Registry.
To add a new phone number to a constituent:
1. From
the Background Information task category in CRM360,
click Contact Information.
Additionally, from the CRM360 header, you can click the Edit
Contact Information link.
The Contact Information screen displays below the header in CRM360.
2. From
the Phone section, click the wrench icon and select Add
New, as shown below.
The Contact Method Details window displays, as shown below.
3. By
default, "Phone" is selected as the Type.
If necessary, change this to "Mobile".
Values are populated based on the fixed CUS "COMM_TYPE"
system type.
4. By
default, "Home" is selected as the Location.
Change this if necessary.
Values are populated based on the non-fixed CUS "COMM_LOCATION"
system type.
Only one phone number can exist with the same Type and Location.
5. By
default the Country Code is set
to the default defined for the organization/organization unit of the logged
in user. Change this if necessary
Values are populated based on the options defined on the Country and State
Code Maintenance screen. Depending on the option selected, the associated
phone code displays to the right of the Country Code field. This code
is defined on the Country and State Code Maintenance screen. For more
information, please see Adding
Country and State Codes.
6. Enter
the constituent's phone Number.
When your area code is less than the maximum numbers allowed, use your
mouse to click to the appropriate phone number field. You cannot click
Tab to go to the next field.
7. Enter any Comments, if necessary.
8. By
default, the Active checkbox is
checked. Change this if necessary.
If you uncheck this checkbox, "Inactive" will display to the
right of the phone number on the Contact Information screen, as highlighted
below. You can choose whether or not to include
inactive records in the Phone display.
9. By
default, the Include in Directory
checkbox is checked. Change this if necessary.
When checked, this indicates the constituent’s phone number will be included
in external directory reports.
10. Check
the Include in Web/Mobile Directory
checkbox, if necessary.
When checked, this indicates the constituent’s phone number will be included
in external directory reports on the web.
11. By
default, the Primary checkbox
is checked. Change this if necessary.
Note that only one phone number can be primary per Type. For example, you
can have a primary Phone/Home number and a primary Mobile/Personal Mobile
number, but you cannot have a primary Phone/Home and a primary Phone/Business.
12. Check
the Do Not Call checkbox and select
a Date from the drop-down, if
necessary.
When checked, "On Do-Not-Call Registry" will display to the right
of the phone number on the Contact Information screen, as highlighted
below.
13. Click Save.