Use this when someone tells you which phone number they prefer to be contacted at.
Start from a contact record you already have open.
Steps
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In the Phones section, click the chevron > button that says More.
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Click the three dots (more options menu) and choose Edit phones.
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Locate the phone number you want to mark as preferred. Click the three dots (more options menu) next to that number and select Set as preferred.
That’s it — the number is now marked as Preferred.
How Preferred Works
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You can only have one Preferred phone number at a time.
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Manually marked Preferred numbers always take precedence.
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If none are marked Preferred, the most recently added number with Device Type: Cell is prioritized.
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Once manually set, Preferred must be changed manually.
If you’re unsure which number should be preferred, confirm with the supporter first.
What else do you need help with?
Not what you’re looking for? Return to Overview: Phone Data Model in EveryAction.