Add or edit a vendor phone number

1. Select Add, Phone number. The Add phone number screen appears.

2. Select a phone type and number.

3. In the Country field, select the country that uses the phone format you want to apply to this number.

4. You can use Call after and Call before to specify times to use the phone number to indicate the vendor’s preferences, such as “call after 9:00 a.m.”

5. You can use Start date and End date to indicate when the number is valid.

6. If this is the primary phone number for the vendor, select Set as primary phone number. Usually you add the primary phone number when you add the vendor, but you can change that here. If you specify only one phone number, the checkbox is selected by default.

7. If the vendor requests that you not call the number, select Do not call this phone number.

   Once you mark a number as “Do not call,” you can also select a reason to explain why the number is no longer to be used, such as “Vendor preference.”

8. If the vendor requested that the phone 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 number on the tab so users know not to share the information.

9. Under Phone source, you can select a source for the phone number information, as well as enter any comments. For example, if the vendor lets you know about a new phone number, you can add the number and select “Vendor Request” for the information source.

10. Select Save. You return to the General information tab. The new phone number appears.