Client Cards | Managing the Phone Numbers Card

This guide provides essential instructions for effectively managing client phone numbers, ensuring accurate and organized contact information. It highlights the importance of identifying relationships and selecting primary contacts, which can enhance client interactions. By following these steps, users can easily add, edit, and delete phone numbers, streamlining communication processes.

Noteable Support
8 steps

Mynoteable

Navigate to the client's page and click the Edit Pencil on the Phone Numbers card to make edits/updates.

In the Name field, enter the name of the individual. **Note: We also recommend adding the relationship to client here as well. Example pictured below with "Anna Faux - Mother"**

Select from the Phone Type options; Office, Home, Mobile, Fax, Other

Enter the 10-digit Phone Number

Click "Add"

All contacts for the client will be listed on the right as they are added. ***To choose the Primary Contact ensure the Check Mark next to their name is highlighted in Green.*** Select the Check Mark next to another contact at any time to make them the Primary Contact.

Click the "x" to the right of the contact to delete them from the Phone Numbers list.

Click "Save" to confirm all changes.