Client Phone Number Maintenance

The Collection Element retains as many client phone numbers as required for an account. Core-maintained clients may have both core and locally maintained phone numbers. If a phone number is core maintained, it is read-only in Elements. Additional phone numbers can be added as records maintained locally in Elements.

From the Tel tab on the workspace, phone numbers can be created, edited and deleted. A phone number can also be marked as the default number for the client.

Depending on Security Profile settings, a user may only be able to maintain phone numbers for loans in their own worklists. If at least one loan is in the users worklist, they are able to maintain all client phone numbers.

Creating a Phone Number

To create a new phone number, with the client selected in the Client & Contacts section of the workspace, click on the Tel tab. The phone number screen is displayed.

Enter the new phone number information and click Save. Click Cancel to disregard creating the phone number.

If this is the first phone record for the client, it is automatically marked as the default phone number. The default phone is listed with an asterisk (*) on the Tel tab.

Editing a Phone Number

To edit a phone number, with the desired client phone record selected, click on the Tel tab of the workspace. The phone number screen is displayed. The client associated with the phone is displayed at the top of the screen. Make any modifications to the phone number and click Save. Click Cancel to disregard any changes.

If the record is core maintained, it cannot be edited.

Setting the Default Phone Number

To set a phone number as the default for the client, with the desired client phone record selected, click on the Tel tab of the workspace. The phone number is updated to display an asterisk (*) on the Tel tab.

There can only be one default phone number for a client. Selecting a new default phone removes the default flag from another phone number.

Deleting a Phone Number

To delete an phone number, with the desired client phone record selected, click on the Tel tab of the workspace. The phone number is deleted.

If the record is core maintained, it cannot be deleted.