Phone numbers
The phone number master: every number exists once in a uniform format, with operator, linked to persons and companies with a role.
The system stores every phone number once, in a uniform format, so the same number cannot be entered twice in different spellings. A number may belong to several persons and companies, each with a role.
Adding a number
- Open Master datas → Phone numbers and click the blue + button at the top right (Add phone number).
- Type the Phone number in any usual format (e.g. "06 30 123 4567" or "+36301234567").
- Enter Operator and Note if needed.
- In the Persons and Companies blocks assign the number to its owners with a Role.
- Click Save.
Search, messages, deletion
Filter the list by number, operator, company, person and status. With the right, the Messages of this number link shows the phone messages of the number. Depending on your rights, the bin icon deletes permanently – listing and keeping numbers that are referenced (person, company, cost, message) – or moves to the trash.
Example
Assign "+36 30 123 4567" to Anna Kovács as "mobile" and to Sample Ltd. as "office". When the same number is later typed as "06301234567" for Péter Szabó, the system recognises the existing number.