Phone and email screen

These panels are displayed when a user opens a company or a person record and clicks the Phone/Email tab. The screenshot below shows the Phone panel and email panel for a Company record.

You cannot customize phone and email screens directly, but you can add new phone and email types.

• To display Country Code and Area Code fields:
  1. Click <My Profile> | Administration | System | System Behavior.
  2. Click Change
  3. Set Use country code and Use area code to Yes.
  4. Click Save.
• To add a phone number or email type for a company or person:
  1. Click <My Profile> | Administration | Customization | Translations.
  2. Click New.
  3. Enter Link_<entity prefix><phone or email prefix> in Caption Family. For example, to add a mobile type, enter Mobile in Caption Code, Links in Caption Family Type, and Link_PersPhon in Caption Family.
  4. Click Save.
• To change an existing type:
  1. Click <My Profile> | Administration | Customization | Translations.
  2. Enter the translation that you want to change and click Find.
  3. Make your changes. For example, change Toll Free to Help Line or change Support to Tech Support.
  4. Click Save.