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How to change phone number type in Contact Card

Posted: Thu Jun 21, 2018 9:31 am
by M1EnterpriseTech
Most customers give us a cell phone number to contact them, but the system defaults to home phone number in Contact Card.

Is there a way to change that default to Cell Phone number instead of Home Phone number?


Yes, there is a setting where you can set this up as per your request. Please see instructions below:
  • * Go to Setup from the Home Ribbon
  • * Scroll down the left panel to Smart Labels
  • * Double click to open
  • * Click on the drop down arrow "Smart Label Type"
  • * Select "Contact Phone Number Title"
  • * Change your Default from Home to Cell

  • * Save
Note: You can also sort the list in order of preference by clicking on it line item and start to drag ( Top Line of entry will turn red) where you want it to appear in the list and save.