Setting up Phone Types

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Setting up Phone Types

 

1.Open the ADMINISTRATION tab by selecting View - Administration 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 "Edit" button on the toolbar, select File - Edit from the menu, or place your mouse over the phone types, right click, and select Edit from the Right click menu.
2.Right click and select Add New from the Right click 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 "Save" button on the toolbar, select File - Save from the menu, or place your mouse over the phone types, right click, and select Save from the Right click 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 "Edit" button on the toolbar, select File - Edit from the menu, or place your mouse over the phone types, right click, and select Edit from the Right click menu.
2.Double-click in the cell with the phone type you wish to edit.  A cursor should appear in the cell.
3.Modify the phone type.
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 "Save" button on the toolbar, select File - Save from the menu, or place your mouse over the phone types, right click, and select Save from the Right click 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 "Edit" button on the toolbar, select File - Edit from the menu, or place your mouse over the address types, right click, and select Edit from the Right click 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 "Save" button on the toolbar, select File - Save from the menu, or place your mouse over the phone types, right click, and select Save from the Right click 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 "Edit" button on the toolbar, select File - Edit from the menu, or place your mouse over the phone types, right click, and select Edit from the Right click menu.
2.Place your mouse in the cell with the phone type you wish to delete.  Right click and select Delete from the Right click menu.
3.In the Delete List Item Verification dialog, select the "Yes" button.
4.Click the "Save" button on the toolbar, select File - Save from the menu, or place your mouse over the phone types, right click, and select Save from the Right click menu.

 

All users will need to exit and re-open RecruitTrack™ to have the change take effect.