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Where can I see and edit additional phone numbers such as cellular/mobile or work?
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Last Updated
9th 2009f December, 2009
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Resources > Clients: Select the client you wish additional phone numbers for by scrolling and finding the client or by typing their name in the search box above the client name column.




Once you have found the client, click their name to open their information.




Click the "Edit" button once the client information screen has loaded.




Locate the "Telephone Numbers" section and edit the appropriate field.  Click the button.




Alternatively, you can edit a client/prospect telephone number from within their folder for the primary and cellular numbers.  Click the "Client" tab. Click the "Edit" button.



Locate the "Primary Phone" & "Cellular" fields. Edit the number. Click the "Save" button. Note: Clicking the button will bring up the client/prospect information file as shown in the fourth screen-shot above.
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