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Deleting Phone Numbers in a Customer Record

.

Service > Miscellaneous > Customers

or

Parts > Miscellaneous > Customers

or

Sales > Miscellaneous > Customers

Inside the Primary Grid:

1. Filter/Sort the primary grid to locate the customer record.

2. Select the customer by clicking on the corresponding line.

Within a Customer Record:

3. Select the Phone Number hyperlink to open the Phone Numbers window.

4. Select the “X” at the end of the corresponding phone number.

5. Select the [Save] button in the window.

6. Select the [Save] button in the Action Ribbon.

· If the phone number marked as Primary is deleted, then the phone number will not be displayed in the Customer Record.

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