As of 7.6.0, this control has been visually redesigned for optimal performance for mobile users.As of 7.6.0, this control has been visually redesigned for optimal performance for mobile users.
The Phone control displays your user's mobile, home, work, etc. phone number(s). This information can also be added by staff on the Contact Information screen in CRM360®.
Before configuring web settings for the Phone control, it is important that your back office configurations are accurate. If not, these configurations will not display properly on your e-Business website. See Configuring the Back Office Settings for the Phone Control for more information on the system types and codes that need to be web enabled before setting up this control.
See Configuring the Web Settings for the Phone Control for more information on how to drop this control onto a page on your e-Business website.
After configuring the Phone control, your web users will see the control similar to the one displayed below.
If the web user clicks the Add New Phone Number link, the screen displays as shown below. Depending on the existing phone numbers, the options in the Phone Location drop-down may be disabled since only one combination of Phone Type and Phone Location can exist. For example, if a Mobile/Emergency phone number already exists, the “Emergency” option will be disabled in the Phone Location drop-down.
Here the constituent can add a phone number and check the following checkbox(s)as appropriate:
· Set as Main Phone Number
When checked, a main checkmark displays, as highlighted below.
Users are able to have more than one main number selected if there are two COMM_TYPE options defined in the back office. The reason for this is that each COMM_TYPE has one primary flag associated with it. For example, if there is a Comm_TYPE of Mobile and a COMM_TYPE of Phone defined in the back office, the user can select to list his/her mobile number and phone number on the web and mark both as primary, as shown above.
In the back office, on the CRM360® screen, this communication record will be marked as "Primary", as shown below. For more information on this screen, please see Viewing a Constituent's Contact Information in CRM360.
Only one phone number can be set as “Main”.
· Do Not Call
When checked, the do not call displays, as shown below.
In the back office, on the CRM360 screen, this communication record will be marked as "Primary", as shown below. For more information on this screen, please see Viewing a Constituent's Contact Information in CRM360.
· Include in Print Directory
When checked, the constituent's phone number will be included in the external directory reports for print. In the back office, on the CRM360 screen, the “Include in Directory” checkbox is checked, as shown below For more information on this screen, please see Viewing a Constituent's Contact Information in CRM360.
· Include in Web/Mobile Directory
When checked, the constituent's phone number will be included in the external directory for the web/mobile. In the back office, on the CRM360 screen, the “Include in Web/Mobile Directory” box is checked, as shown below. For more information, please see Viewing a Constituent's Contact Information in CRM360.
Please note that the Phone control will display all phone numbers, including Inactive phone numbers. Users will be able to see Inactive phone numbers so that they can keep their profile up-to-date and see all contact information that is on record for them.