Manual Telephone Number Formatting

This Help File Page was issued on 09/30/2017

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Manual Telephone Number Formatting

This Help File Page was issued on 09/30/2017

Automatic Formatting of Telephone Numbers:

If you did not Check Remove Phone Formatting? in the Company Options tab on the User Options Form (to allow free-form telephone number entries), during the normal data entry process, the telephone numbers are automatically formatted.

Telephone Number Formatting Concepts - parentheses and dashes - are applied automatically by the system - you do not have to type them:

If no area code is needed, you enter the telephone number (it cannot start with a 1) and the system will insert the dash at the appropriate place, automatically.

If you have 10 digit dialing where no "1"prefix is needed, but you do need to dial an area code as part of the telephone number:

Press the <Space Bar> first.

Then enter the three digit area code.

Finally enter the seven digit telephone number.

Correct formatting will occur automatically - including the parentheses and a dash - you just need to type the numbers.

Long distance numbers (with a "1" prefix) are entered as such with the parentheses and dash applied automatically in the appropriate places as you type in just the numbers (typing 18004510040 will result in 1(800)451-0040 being entered in the phone number field).

 

Entering Telephone Numbers Manually in the certain Forms:

The specific Data Entry Form's instructions will indicate when you must manually format a telephone number.

Filling in the Telephone Number information in a Form that requires manual formatting is different - No automatic formatting is applied

Enter the Telephone Number.  You must format the numbers correctly.

So, if there was no Area Code, you must enter "nnn-nnnn" [Specifically that means to enter three numbers, a dash, and the final four numbers] in the designated Telephone Number field.

If there is an  Area Code now, one of two cases exist:

1.A '1' prefix is not required: " (nnn)nnn-nnnn" [Specifically that means to enter a space, then a parenthesis, then the three numbers of the area code, and then the second parenthesis, then three numbers, a dash, and the final four numbers] in the designated Telephone Number field.

2.A '1' prefix is required: "1(nnn)nnn-nnnn" [Specifically that means to enter a 1, then a parenthesis, then the three numbers of the area code, and then the second parenthesis, then three numbers, a dash, and the final four numbers] in the designated Telephone Number field.