Phone Numbers

All phone numbers for a household, regardless of whether they are connected to an individual or to the address, are maintained from the Phones tab of either the Address Record or the Individual Record. To add, change, or delete phone numbers in the household, first click Change in the sidebar.

Phones Tab on Address and Individual Records

To delete a phone number, click the red X next to the number.To add a new phone number, begin by clicking the Add Phone Number button in the lower left. Select the phone type from the drop down list in the Type column. Phone types are defined in the Codes section of the Master Coding System, but new phone types can be added by typing them into the Type column.

Enter the phone number in the Number/Address column. If the phone has an extension, like a work phone, enter that in the Extension column. Enter any notes or additional information about this phone number in the Note column. 

If this number is unlisted or otherwise should not be widely shared, check the box in the Unlisted column. Reports in CDM+ provide options for how to handle numbers marked as unlisted. Numbers marked as unlisted are not displayed with member information in Engage.

Use the Individual column to connect this phone number to the address record for the household or to one of the individuals within the household. Drop the list in the Individual column and choose an individual name or Address from the list.

Any information for a phone number can be changed. For example, a number can be marked as primary or unlisted, and the assignment of the number can be changed to a different individual or to the household's address record.