Delete Phone Number

You can delete any phone number.

If your tenant is not configured with the Allow Multi-Customer Accounts system setting set to True, the Addresses, Phone Numbers, and Emails detail tabs are included on the Account Details window. Refer to Delete Address on Account Details Window for more information on how to delete an address for a customer if this system setting is set to True.

Complete the following steps to edit an address for a customer account:

Select Customer Billing from the Gotransverse application menu .

Customers Window

You may see a Customers and an Accounts tab or just the Accounts window, depending on the value for the Allow Multi-Customer Accounts Billing system setting. The Allow Multi-Customer Accounts system setting must be set to True to see both tabs. If this system setting is set to False, you will only see the Accounts window while in the Customers module. Refer to System Settings for more information about configuring system settings.
Select a customer from the list or search for a customer from the Search field to open the Customer Summary window.

To quickly access a customer or billing account, click the icon on the title bar (on either the Customers or Accounts window) and enter part of the customer or billing account name. If you do not see the Accounts tab, you can still search for a billing account from the Customers window by entering part of the number in the Search field. You can also bookmark regularly-used pages. Refer to Search Feature for more information.

Customer Summary Window

Click the icon in the left pane to hide it. Click the icon to open it.

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.
On the Customer Summary window, click the Phone Numbers detail tab.

Add Child Account - Phone Numbers Detail Tab
For the address you wish to delete, click the icon to open a confirmation window.
Click Yes on the confirmation window.

Confirmation Window

The phone number is removed from the list of phone numbers under the Phone Numbers detail tab. You can Add Phone Number or Edit Phone Number, if needed.

Topic updated: 07/2024.