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Modifying Customer Phone Numbers

Modifying Customer Phone Numbers VUE_Training

To modify a customer phone number in VUE, navigate to Parts > Miscellaneous > Customers, locate the customer record in the primary grid, open the Phone Numbers window via the Phone Number hyperlink, edit the relevant fields, and save your changes in both the window and the Action Ribbon.

Parts > Miscellaneous > Customers

How do you locate the customer record in the primary grid?

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

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

How do you modify the phone number within a customer record?

  1. Select the Phone Number hyperlink to open the Phone Numbers window.
  2. Select the existing phone number entry you want to modify by clicking on the corresponding line in the Phone Numbers window.
  3. Click in the Phone Number field and modify the phone number, if applicable.
  4. Click the Phone Type dropdown and select a different phone type, if applicable.
  5. Mark the Primary checkbox if the phone number should be listed as the primary phone number, if applicable.
    • Only one phone number can be marked as Primary.
    • The phone number marked as Primary will be displayed in the customer record.
  6. Select the [Save] button in the window.
  7. Select the [Save] button in the Action Ribbon.
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