The table below explains the items on the Add a phone number screen. For information about how to access this screen, see Add Phone Numbers for a Constituent.
|
Screen Item |
Description |
|
Type |
Select the type of phone number for the constituent, such as Cell Phone or Home. |
|
Number |
Enter the phone number for the constituent. If phone formatting is enabled, your selection in Country determines how the number displays. If phone formatting is disabled, enter the phone number exactly how you want it to appear in the program. |
|
Country |
If phone formatting is enabled, select the country that uses the phone format you want to apply to this number. If you do not select a country, the program uses the format of your default country. For information about how to assign a phone format to a country or designate a default country, see the Administration Guide. If phone formatting is enabled, select the country that uses the phone format you want to apply to this number. If you do not select a country, the program uses the format of your default country. For information about how to assign a phone format to a country or designate a default country, see the Administration section of the help file. |
|
Call after and Call before |
You can specify times to use the phone number to indicate the constituent’s preferences. A Call after time is a start time for the number, which indicates it is okay to call the number after the specified time. A Call before time is an end time, after which the number should not be called. |
|
Start date |
You can use start and end dates to indicate the period of time during which the phone number is valid. |
|
Set as primary phone number |
To designate the number as the constituent’s phone number for communications, select this checkbox. By default, the first phone number you enter for a constituent is the primary number. You can enter only one primary phone number for a constituent. Under Phone numbers on the Contact tab, the primary number appears first. |
|
Do not call this phone number |
If the individual requests that you not use the phone number, select this checkbox. |
|
Reason |
If you select Do not call this phone number, this field is enabled. Select why the individual requests to not receive calls at the number, such as “Donor preference.” If a phone number is no longer valid and you enter a end date for it, you may also set the number to “Do not call” with a reason of “No longer in service.” |
|
Copy phone number to household and members or Update matching phone information for household |
When you add a phone number and the constituent is a member of a household with additional members, this checkbox appears. To copy the phone number to the household and its members, select this checkbox. When you edit a phone number and the constituent is a member of a household, select this checkbox to update the phone number on the household members’ records as well as on the household record. |
|
This phone number is confidential |
If the constituent requested that the phone number is not to be shared with others outside your organization, select This phone number is confidential. When you mark a phone number as confidential, it is not excluded from reports or queries. A lock icon and the word “Confidential” appears with the phone number on the Contact tab so users know not to share the information. |
|
Seasonal information |
Under Seasonal information, enter the start date and end date that the seasonal information is valid. |
|
Information source and Comments |
When you add or make changes to a phone number, you can select a source for the phone information and enter any comments. For example, if the spouse of a constituent lets you know about a change of phone number, you can make the changes and select “Family Member” for the information source. If the program automatically creates a phone number, it selects a default information source and may disable the field. For example, if the program creates a phone number based on a payment form that you create in Web, you cannot edit the default “Web Forms” information source. |