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Setting up Phone Types
| 1. | Open the ADMINISTRATION tab by selecting from the menu. |
| 2. | On the ADMINISTRATION tab, select the Phone Types category in the left-hand pane to expand it. |
| 3. | Select the phone type you wish to modify and click on it. The current phone types available should now be displayed in the right-hand pane. |
To Add a New Phone Type
| 1. | Click the button on the toolbar, select from the menu, or place your mouse over the phone types, right click, and select from the menu. |
| 2. | Right click and select from the menu. A blank row should appear. |
| 3. | Enter the new phone type in the blank row. |
| 4. | Exit the row where you just entered the new value by pressing the TAB key or clicking the mouse into another row. |
| 5. | Click the button on the toolbar, select from the menu, or place your mouse over the phone types, right click, and select from the menu. |
All users will need to exit and re-open RecruitTrack™ to have the change take effect.
To Edit a Current Phone Type
| 1. | Click the button on the toolbar, select from the menu, or place your mouse over the phone types, right click, and select from the menu. |
| 2. | Double-click in the cell with the phone type you wish to edit. A cursor should appear in the cell. |
| 4. | Exit the row where you just modified the value by pressing the TAB key or clicking the mouse into another row. |
| 5. | Click the button on the toolbar, select from the menu, or place your mouse over the phone types, right click, and select from the menu. |
All users will need to exit and re-open RecruitTrack™ to have the change take effect.
To Change the Default Phone Types
The default phone types are the ones that are displayed when you first open a record.
| 1. | Click the button on the toolbar, select from the menu, or place your mouse over the address types, right click, and select from the menu. |
| 2. | Click the cell in the Default column to the right of the appropriate Phone Type cell that you wish to be the new default. A drop-down arrow should appear in the Default cell. |
| 3. | Select the default number you wish to use from the drop-down menu, then click anywhere else in the grid. |
| 3.1. | The default setting should disappear from the current default phone type using that same default number. |
| 4. | Click the button on the toolbar, select from the menu, or place your mouse over the phone types, right click, and select from the menu. |
All users will need to exit and re-open RecruitTrack™ to have the change take effect.
To Delete a Phone Type
| 1. | Click the button on the toolbar, select from the menu, or place your mouse over the phone types, right click, and select from the menu. |
| 2. | Place your mouse in the cell with the phone type you wish to delete. Right click and select from the menu. |
| 3. | In the Delete List Item Verification dialog, select the button. |
| 4. | Click the button on the toolbar, select from the menu, or place your mouse over the phone types, right click, and select from the menu. |
All users will need to exit and re-open RecruitTrack™ to have the change take effect.
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