Use the Phone Type Setup screen to create, view, and edit the different Phone Types that are used for Household contact information. The page appears as shown below:
We'll return to this Search Form in a moment. For now, click Add New to create a new Phone Type.
Clicking Add New opens the Add New Phone Type screen, as shown below:
Use the fields provided to give the Phone Type a name and a Sort Order. Note that Sort Order requires a numeric value. You can also use the check-box provided to set the item as Active or Inactive.
When you have filled in the required fields, click Save to create the Phone Type; click Cancel to return to the previous screen without saving.
| Important! | Fields marked with * are required; you will not be able to continue until all required fields have been filled. |
| Field Name | Description |
|---|---|
| Phone Type | The name of the phone type as it will be used in drop-down menus and field names in patron account screens. |
| Sort Order | The sorting priority for the item. You may only use numeric values when filling this field. |
| Active | Check this box to make the item active, or leave it unchecked to make the item inactive. |
Now, let's return to the Search Form.
Use the field provided to narrow your search by Phone Type. You can also use the check-box provided to display Inactive items as well as Active ones.
Click Search to generate a list of results based on the information you provided. The list appears as shown below:
You can sort the list by Phone Type, Sort Order, or whether or not the items are Active by clicking the column headers. You can also use the 
icon in the first column of each row to edit the item in that row.
Clicking the Edit icon opens the Edit Phone Type page, as shown below:
Use the fields provided to change the Phone Type's name and Sort Order. Note that Sort Order requires a numeric value. Use the check-box provided to set the item as Active or Inactive.
When you have completed any desired changes, click Save to keep the changes; click Cancel to return to the previous screen without saving.
| Important! | Fields marked with * are required; you will not be able to continue until all required fields have been filled. |
| Field Name | Description |
|---|---|
| Phone Type | The name of the phone type as it will be used in drop-down menus and field names in patron account screens. |
| Sort Order | The sorting priority for the item. You may only use numeric values when filling this field. |
| Active | Check this box to make the item active, or leave it unchecked to make the item inactive. |
| Display Inactive | Check this box to display inactive items as well as active items. |
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Open the Edit window for the selected item. |