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You can add, edit, delete, or print family phone numbers in the Add/Edit customers window.

Note

All changes to family phone numbers display on each family member's individual record. To add, edit, or delete an individual customer's phone number, see Entering a Customer's Phone Number or E-mail Address.

 To add family phone numbers
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family whose phone number you are adding. Click Edit.
  4. On the Phones tab, click Add.
  5. In the Phone Type drop-down list, select the type of phone number you are adding (Home, Business, Mobile, etc.).
  6. Enter the phone number and/or extension in the Phone and Extension fields.
  7. Select the Unlisted option if the phone number is unlisted. If not selected, the phone number defaults to Listed.
  8. Click OK.
 To edit family phone numbers
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family whose phone number you are editing. Click Edit.
  4. On the Phones tab, select the phone number you want to edit. Click Edit.
  5. In the Phone Type drop-down list, select the new Phone Type, if applicable.
  6. Enter the phone number and extension.
  7. Select the Unlisted option if the phone number is unlisted. If not selected, the phone number defaults to Listed.
  8. When you are finished editing, click OK.
 To delete family phone numbers
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family whose phone number you are deleting. Click Edit.
  4. On the Phones tab, select the phone number you want to delete. Click Delete.
  5. Click Yes, then OK.
 To print a family's phone report
  1. Under Manage Records, click the Records tab.
  2. In the drop-down list, select Add/Edit Customers. Click Go .
  3. On the Family tab, select the family whose phone number you want to print. Click Edit.
  4. On the Phones tab, click Print.
  5. A Phone Report for this family displays. Click Print to print this report.
  6. Close the report and click OK to return to the Add/Edit Customers window.