When you download phone information from a profile update form, the Phone numbers tab displays phone information and allows you to determine whether the site user added or updated the information. You can also change the phone type.
Note: This tab appears when users submit data from profile update forms that you create in Forms, not Parts. The Profile Form (Deprecated) part does not capture additional phone numbers, so profile transactions from the part cannot generate this tab.
To change phone information, click the details button on the top right corner of the tab. The Phone tab appears.
Under Process, select the information to use to update the record in your database. To select or clear all, click Select All or Clear All.
The Field column is disabled and displays the fields from the profile update form on your website. The New value column displays the data that users submit in the fields. You can edit entries in this column as necessary, such as to correct misspelled words or edit formats to meet your organization’s data entry standards.
Note: When a new user submits multiple phone numbers and does not select a primary phone number, the program designates the first number that the user enters as the primary phone number.
If the website user is linked to a constituent recordin your database, the System value column displays the applicable information that already exists for the constituent so you can compare it to the downloaded information. In the Action column, you can view whether the site user added or updated the information on your profile update form.
If the information is new, the site user is new, or the site user accesses the form without logging in to your website, “Added” indicates that the site user added this information.
If the site user logs in to your website and updates information that automatically appears on the profile update form, “Changed” indicates that the information contains updated data.
If the website user is linked to a constituent record, specify how to use the downloaded phone information.
To replace the existing phone number on the constituent record with the phone number from the website, select Overwrite the existing phone number.
To save the existing phone number and create a new email address with the information from your website, select Create a new phone number.