Accessing the Phone Bbook

1. On the Make Sale window, right-click a line item associated with a service.and select View Phone Book. This displays the the Phone Book window for that service.

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   The Phone Book window lists the order of the entry as displayed in the Phone Book (Rank), the Name of the person and the Phone Number of that person.

   From this window, you can  or  an entry.

   add, edit

   To add (or edit) an entry to the Phone Book:

   1. Right-click in the Phone Book window and select New (or Edit). This displays the New (or Edit) Phone Book Entry window.

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   2. Enter the Name to be associated with the phone book number. You can enter up to of 35 characters.

   3. Enter the 10 digit Phone Number.

   4. Click Save. The listing is added to the Phone Book window and the New Phone Book Entry window remains open for more entries.

      Note

      Special phone book numbers are added by assigning the appropriate product to the service. See About Special Phone Numbers for Phone Books.

   See also:

   Arranging the Phone Book Entries

   Deleting Phone Book Entries

   To delete an entry from a phone book:

   1. Open the service number's phone book. (See Accessing a Customer Phone Book)

   2. Right-click the entry you want to remove and click Delete. This displays a confirmation message.

   3. Click Yes to continue with the deletion.

   4. Click Save to close the Phone Book window and remove the entry from the database.

      OR

      Click Actions > Refresh to remove the entry from the database and keep the Phone Book window open. This action also synchronizes special numbers on the service with those currently in the associated product. (See Synchronizing the Phone Book to Products Active on the Service.)

   See also:

   About Special Phone Numbers for Phone Books

   delete

   To delete an entry from a phone book:

   1. Open the service number's phone book. (See Accessing a Customer Phone Book)

   2. Right-click the entry you want to remove and click Delete. This displays a confirmation message.

   3. Click Yes to continue with the deletion.

   4. Click Save to close the Phone Book window and remove the entry from the database.

      OR

      Click Actions > Refresh to remove the entry from the database and keep the Phone Book window open. This action also synchronizes special numbers on the service with those currently in the associated product. (See Synchronizing the Phone Book to Products Active on the Service.)

   See also:

   About Special Phone Numbers for Phone Books

See also:

Arranging the Phone Book Entries