Phone Information

Platform managers or constituents with access to edit their contact card can manage phone numbers. Users are allowed up to nine numbers (home, home 2, business/college, dorm, wireless, home fax, business fax, summer, and winter). Phone numbers can be shared among related users so that when a change is made to the number in one user's profile, it automatically updates the number in the linked profiles.

All phone numbers except Home 2 can be imported via a data import.

  1. Select Core.

  2. Select People finder.

  3. In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears.

  4. Select Contact card.

  5. In the Phone tile, select Add phone.

  6. Select an option from the Phone type menu.

  7. Enter the phone number and select Save.

  1. Select Core.

  2. Select People finder.

  3. In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears.

  4. Select Contact card.

  5. In the Phone tile, select the Edit icon next to the appropriate phone number.

  6. Enter the phone number and select Save.

  1. Select Core.

  2. Select People finder.

  3. In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears.

  4. Select Contact card.

  5. Select the Delete icon next to the appropriate phone number and Confirm the change.

When you add a phone number to a user from the relationship tile of another user, the phone number is added to the appropriate contact card automatically.

  1. Select Core.

  2. Select People finder.

  3. In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears.

  4. Select Contact card.

  5. Select Add phone next to Phone.

  6. Select an option from the Phone type menu.

  7. Select Include me with others sharing this phone number and select Save

  1. Select Core.

  2. Select People finder.

  3. In the Type a name field, enter and select the name of the individual you want to work with. The selected individual's profile page appears.

  4. Select Contact card.

  5. Select the Delete icon next to the phone number.

  6. On the Delete Phone scree, select Delete from all users sharing and Confirm the change.