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Manual Telephone Number Formatting

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

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❑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.