Phone numbers in EveryAction have been updated to be clearer and more consistent.
If you work with texting lists, robocall exports, call sheets, reports, or bulk uploads, these changes affect how phone numbers are labeled and prioritized.
You don’t need to relearn the system — but you should understand how phone fields now work together.
What do I need to know if I’m short on time?
Here’s what matters most:
-
Phone Type now means Personal vs Work (not Cell).
-
Device Type identifies whether a number is Cell, Landline, VoIP, or Fax.
-
Likely Cell Score is read-only and helps validate data.
-
Exports prioritize:
-
Preferred numbers
-
Most recently added Cell (if none Preferred)
-
-
Online Actions “Mobile Phone” automatically sets Device Type to Cell.
If that answers your immediate question, you’re all set.
If you want more detail, continue below.
What should I review in my account?
If you manage outreach or data, consider checking:
-
Texting lists — confirm you’re filtering by Device Type
-
Phone numbers labeled Unknown
-
Bulk Upload templates — confirm Device Type is included
-
Reports that previously relied on “Home Phone”
No workflows were removed. These updates clarify how phone data behaves.
What changed in the phone model?
The phone model now separates:
-
How a number is used (Phone Type)
-
What kind of device it is (Device Type)
-
System validation (Likely Cell Score)
This prevents overlap and improves reporting consistency.
How does Device Type work?
Device Type identifies:
-
Cell
-
Landline
-
VoIP
-
Fax
-
Unknown
Device Type is now the primary field used when preparing texting or robocall exports.
How does Device Type get set?
You can set Device Type in:
-
Contact Record (All Details, New Contact Record)
-
Bulk Upload
-
Bulk Import API
-
People API
-
Virtual Phone Bank
-
Form View
-
Phone Number Report (Bulk Edit)
If Device Type is not provided, the system automatically assigns Device Type: Cell based on third-party lookup data (~95% accurate).
If a supporter enters a number in the Mobile Phone field on an Online Action, it is automatically set to Device Type: Cell.
What changed about Phone Type?
Phone Type now identifies usage:
-
Personal
-
Work
-
Other
“Phone Type: Cell” has been removed.
Numbers previously labeled “Phone Type: Cell” were migrated to:
-
Phone Type: Personal
-
Device Type: Cell
How does Likely Cell Score work?
The editable “Cell” field has been replaced with:
Likely Cell Score (read-only)
Values:
-
Likely Cell
-
Likely Not a Cell
This score comes from a third-party telephone exchange (~95% accurate).
You cannot edit it. It exists to help validate your selected Device Type.
How are phone numbers prioritized in exports?
When exporting phone numbers:
-
Manually marked Preferred numbers rise to the top.
-
If none are marked Preferred, the most recently added number with Device Type: Cell is prioritized.
What export fields are available now?
“Home Phone” is no longer an exportable field.
Using Standard Text Export (STE), you can export:
-
Personal Phone
-
Cell Phone
-
Work Phone
-
Preferred Phone
Using Phone Type Export, you can export every phone number available for a contact.
How do Online Actions forms assign Phone Type and Device Type?
Online Actions forms include:
-
Home Phone
-
Mobile Phone
-
Work Phone
Supporters still see these labels.
Assignment works as follows:
| Form Field | Phone Type | Device Type |
|---|---|---|
| Home Phone | Personal | Landline or Cell based on Likely Cell Score |
| Mobile Phone | Personal | Cell |
| Work Phone | Work | Landline or Cell based on Likely Cell Score |
What are Phone Tags and how do I use them?
Phone Tags allow you to add additional context to phone numbers.
They use the existing tagging system and allow you to create custom tags.
Common uses include:
-
Best time to call
-
Vacation number
-
Participation in a call program
Tags can be applied individually or in bulk.
What changed in call sheets?
Call sheets were updated to reflect the new phone model.
This includes:
-
Renamed phone merge fields
-
A new Landline Phone field
-
Updated templates for consistency
You do not need to rebuild your templates.
What does this update NOT do?
For clarity:
-
It does not change how many phone numbers a contact can have.
-
It does not introduce breaking changes to bulk imports.
-
It does not require rebuilding call sheets.
-
It is not a brand-new phones feature — it finalizes and strengthens the existing model.
What else do you need help with?
Looking for step-by-step instructions?
Want the big-picture overview?
-
Understanding Phone Types, Device Types, and Likely Cell Score
-
Understanding Managing and Updating Phone Numbers in EveryAction
Not what you’re looking for?
Return to Overview: Phone Data Model in EveryAction.