Adding Phones

Phone numbers are added to households and organizations (entities). A phone can be attached to the entire household or organization, in which case that phone number is available to be used for all names (people and couples) within that entity, or it can be attached to just one or more of the names.

For each name, if there is more than one phone, you can mark one as preferred.

How to add a phone number

To add a phone number to a household or organization, do the following:

1. Make sure you are on the right household or organization for this phone.
2. Click on Add Phone, or select Phone from the Add button, depending on where you are.
3. Select the Type of phone.
4. Type in the phone number.
   1. The phone is formatted according the formatting preference that was set in the Admin tab.
5. If this phone number should not be used, click on Do Not Contact.
6. Enter any notes about this phone.
7. Indicate who this phone belongs to. If it belongs to the entire household or organization, click on Household or Organization. If it belongs to one name within the household or organization, select the name.
8. If this phone belongs to one of the names in a couple but the individual name is not in the list, click on the "Show" check box for the name. This moves the individual name into the list so you can select it.
9. If this is the preferred phone for the household, organization, or name, click on Preferred.
10. Click on Save to save this phone.