Adding Phone Number (None Previously Exist)

Published: 1st August 2017

This guide will show you how to add a phone number where none previously exists on a constituent’s record.

Step 1

Phone numbers can be added to a constituent’s record directly on the Bio 1 tab, in the contact details section in the bottom right.

Step 2

Under the Telephone Numbers tab, first select the Type of phone number you are entering (e.g. Home Tel, Mobile).

Do not call any number that has a phone type starting ‘TPS’. This means they are registered with the Telephone Preference Service and we do not have explicit consent to call this number. If this person has called in, please ask them if they give us permission to call and record their response in RE (using the TPS consent constituent attribute).

Step 3

Under Number, add the full telephone number without spaces or special characters. The Primary box does not need to be ticked for telephone numbers, only email.

If we have received a new phone number for a constituent, but we haven’t been informed the existing number of the same type is invalid, change the existing number to the format (Phone Type) 1. For example, a constituent currently has a mobile number of 07988888888. They tell us they have a new number of 07977777777. If they haven’t told us the old one is invalid, we would record this as Mobile = 07977777777 and Mobile 1 = 07988888888.

Step 4

Once you have finished editing this constituent’s record, ensure you click on Save and Close.