Contact phone numbers are stored within Redtail on their Contact Card, which is accessible for viewing as a popup from the Top Right Menu Bar or for viewing and editing on their Contact Overview page:
To view a contact's Contact Card popup from anywhere in their record, click the Contact Card icon in the Top Right Menu Bar:
If you are on a Contact's Overview page, you can view and edit their Contact Card on the page itself:
In our example above, this contact already has two phone numbers added to their record. Let's take a look at adding a new one.
To add a new phone number, click the Add button in the top right corner of the Contact Card and select "Phone":
You'll then see an Add Phone Number modal:
Phone Type: click inside this box to select from available phone Types.
Phone Number: enter your desired Phone Number. Note the United States flag at the beginning of this field. Entries here are formatted as United States phone numbers by default. But, if you have an international number to enter for a contact, you can click this flag to select the appropriate country. Then, the formatting will default to the phone number formatting for that particular country.
Extension: enter an extension here, if applicable.
Speed Dial: enter a Speed Dial number here, if applicable.
Custom Title: you can provide a custom title for the phone number here. Your custom title will show up on the Contact Card in place of the Phone Number Type you selected. As an example of how you might use this, you might enter the name of your contact's place of employment as a custom title for a work phone number.
Long Description: use this to track more detailed information about the phone number, if desired.
You can also check off here to indicate if a phone number is the contact's Primary and/or Preferred phone number. A completed version of this dialog might look like the below:
When finished entering your information, just click "Add Phone Number". If you then look at the Contact Card, it might look like the below:
It's easy to pick out the phone numbers on the Contact Card because of the phone icon to their left. But, note that, with Custom Types, it's also easy to see at a glance which phone number might be appropriate for the topic you are calling about. Note: you can see the Long Description you provided by clicking on the Type (or Custom Title) to bring up the Update Phone Number dialog.
Now, let's take a quick look at what Actions are available for an existing phone number from the Actions menu at the end of their row:
In this case, we've clicked the Actions menu for the Phone Number listed as "Queens Symphony Orchestra" for the Custom Title.
- Edit — this brings up the same dialog you see when adding Phone Number, allowing you to make edits to any of those fields you previously entered for this number.
- Make Primary —this allows you to designate the Phone Number as the Primary Phone Number.
- Timeline — displays a history of changes to the phone number within your database.
- Delete — removes the phone number from your database.