Full Title: How To Work with Phone Numbers
Short Description:
Business Rules:
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Phone Number Structure.
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The Phone Number structure in re:Members (formerly Impexium) includes:
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The phone number itself (numbers only)
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A designations for the type of phone number (e.g., work, home main)
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A designation to show which phone number is Primary.
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See Account > Contact Info > Phone Numbers.
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For Individual Phone Numbers.
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ALTA uses the following Types for Individual Phone Numbers: Work, Home, and Mobile.
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NOTE: the default choice for Individual Phone Number should be Work.
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For Organization Phone Numbers.
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ALTA uses the following Types for Organization Phone Numbers: Main, Other, and Fax.
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NOTE: The default choice for Organization Phone Number should be Main.
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Tips | Tricks | Hints:
- Since the default phone number types of Main and Work are not intuitive and may be difficult to remember, our queries will generally look for an Organization's “Main” phone or an Individual's “Work” phone if they exist. The query will then sort by which phone number is marked Primary, then by most recent date created. Queries will display the phone number at the top of the list once that query runs.
