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Understanding Managing and Updating Phone Numbers in EveryAction

  • January 21, 2025
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Happie Pingol
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Phone numbers can be updated in several places in EveryAction. Whether you’re fixing one contact’s number or reviewing many at once, this article helps you understand where updates happen and what each option is used for. The updated phone model keeps numbers consistent across reports, exports, and call sheets — so when you make a change, it behaves predictably throughout the system.


What can you do?

In EveryAction, you can:

  • Update Device Type on an individual contact

  • Edit multiple phone numbers at once

  • Mark a number as Preferred

  • Restore archived phone numbers

You don’t need to use every method — just the one that fits your situation.


Where Device Type can be updated?

Device Type can be updated in different areas depending on how you are working.

Location

What It Allows

When You Might Use It

Contact Record

Update Device Type for one contact

When reviewing or correcting a single person’s phone number

Bulk Upload

Set or update Device Type during file upload

When adding or correcting many numbers at once

Bulk Import API

Set Device Type through integrations

When syncing phone data from another system

People API

Update Device Type programmatically

When managing data through API workflows

Virtual Phone Bank

Enter or update Device Type during outreach

When updating phone information while contacting supporters

Phone Number Report (Bulk Edit)

Update Device Type for filtered records

When correcting groups of numbers based on report results

If you’re unsure which method to use, start with updating a single contact. That’s often the simplest and safest way to begin.


Not Sure What to Do Next?

Choose the task that matches what you’re trying to accomplish:

You don’t need to understand everything at once. Start with the task in front of you and move forward from there.