Linking a Phone Number and Email Address

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Created by Russ Hartle, Modified on Tue, 27 May, 2025 at 10:41 AM by Russ Hartle

1. Enter the phone number into the corresponding boxes.

2. Click the “Add” button next to the word “Phone” to link the phone number to the organization.

*Tips:
You can link more than one phone number to an organization by repeating steps 1-2 above.

3. Click the “Save” button to save the phone number to the organization record.

1. Enter the email address into the corresponding boxes.

2. Click the “Add” button next to the word “Email” to link the email address to the organization.

*Tips:
You can link more than one email address to an organization by repeating steps 1-2 above.

3. Click the “Save” button to save the email address to the organization record.

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