Mercury Administration: Phone Types Screen

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Revision as of 13:42, 24 February 2011

Phone Types Screen

Phone types are used when entering customer and employee information into FTD Mercury. They allow you to enter multiple phone numbers so you can, for example, save both a customer’s home and business phone numbers. By default, the following phone types are already set up in your system:

• Cell Phone
• E-mail
• Fax
• Home
• School
• Work
• Work2
• Other

NOTE: You cannot remove a phone type if an employee or customer has a phone number stored in your system using that phone type.

Accessing the Phone Types Screen

To access the Phone Types screen in Mercury Administration:

1. Launch Mercury Administration.
2. Double-click Mercury Administration in the explorer pane.
3. Double-click the System folder.
4. Double-click Phone Types. The Phone Types screen opens.

Adding Phone Types

To add a new phone type:

1. In Mercury Administration, access the Phone Types screen.
2. In the text box, enter the name for the new phone type.
3. Click Add.
4. Click Apply to save your changes before exiting this screen.

Removing Existing Phone Types

NOTE: You cannot remove a phone type if an employee or customer has a phone number stored in your system using that phone type.

To remove an existing phone type:

1. In Mercury Administration, access the Phone Types screen.
2. From the list of existing phone types, select the phone type you want to remove. You cannot remove phone types that are denoted with an asterisk (*).
3. Click Remove.
4. Click Apply to save your changes before exiting this screen.