Add Phone Number on Account Details Window

If your tenant is configured with the Allow Multi-Customer Accounts system setting set to False, you can add addresses, phone numbers, and email addresses on an Account Details window.

You can add four phone numbers to a customer account: Office, Home, Mobile, or Fax. You can only add one number for each of the four types.

Complete the following steps to add a phone number to a customer account from an Account Details window:

1. Select Customer Billing from the Gotransverse application menu .

   

   Customers Window

2. Select an account from the list or search for a customer from the Search field to open the Account Details window.

   To quickly access a billing account, click the icon on the title bar and enter part of the billing account name.You can also bookmark regularly-used pages. Refer to Search Feature for more information.

   

   Account Details Window

   You can manage which columns display in any table with a Configure or Columns button by clicking the button and selecting desired columns. In addition. If the table includes a Filter button, you can filter the table contents. If the table includes an Export button, you can export visible table contents (up to 50) to a CSV (comma-separated values) file. Refer to Data Tables for more information about using these features.

3. On the Account Details window, click the Phone Numbers detail tab.

   

   Phone Numbers Detail Tab

4. Click the Create button to open the Create Phone Number window.

5. On the Create Phone Number window, complete the required and relevant information.

   

   Create Phone Number Window

   Required fields are marked with an asterisk.

   • Type*: Select a phone number type from the drop-down. If no phone numbers have been created, you can select from Office, Home, Mobile, or Fax. Once a type of phone number is created, the type is not available for selection from the drop-down list. For example, if you already created a home phone number, Home will not display in the drop-down list.

   • Country Code: Enter a country code or use the up and down arrows to fill the field.

   • Area Code: Enter the country from the drop-down-list or enter the first couple of letters of the country to display related names in the drop-down list.

   • Number*: Enter the phone number. Do not use dashes. For example, if the phone number is 567-8900, enter 5678900.

   • Extension: Enter the extension, if available.

6. Click Create Phone NumberOR click the Create Another checkbox to save this phone number and open a new Create Phone Number window.

   If the phone number you are created is the fourth phone number type, and the other three types have already been created, the Create Another checkbox will not display in the Create Phone Number window. Only one phone number can be created for each type.

Phone numbers display under the Phone Numbers detail tab. You can Edit Phone Number or Delete Phone Number, if needed.

 

 

 

Topic updated: 10/2024.