Telephone Editor

The telephone number options in NLS provide for complying with the Telephone Consumer Protection Act (TCPA) provisions.

To bring up the telephone editor, click next to the phone number field, and select Edit Phone….

Primary Phone Selected item will be the default phone number for the Contact.
Label A label for the phone number. Labels can be modified by clicking on the label and entering your own text.
Phone Number Field for area code + 7-digit number.
5.26+
When clicked, the user defined fields as configured in Setup > Contact Setup > User Defined Fields will be shown in a new window.
Mobile Phone Flag Check this option to indicate if the number is a mobile phone number.
Do Not Call Flag Check this option to mark the number as a do not call number. A icon will be shown next to the phone number with this flag set.
Bad Number Flag Check this option to mark the number as a bad number.
No Dialer Flag Used to determine how external dialers should process the number.
Do Not Text Flag4.10.4+
 When selected, the phone number will be marked as a do not text number. This option is available only when the Mobile Phone Flag is selected.
SMS Verified Flag5.7.3+
 Phone numbers that have been verified through the SBT verification process will have this flag set automatically.

NLS 5.26 and later

The user or group’s security privilege for editing the individual flags for the phone numbers can be configured in Contacts > Contact Records > Field Level Access > Phone Numbers .

Click New Phone to add a new phone number entry.

NLS 5.35.4 and later

There is a maximum limit of 30 phone numbers per contact.

To bring up an alternate phone editor that allows for the entry of country/region, extension number, comments, and consent date, right-click on the phone number field in the Contact view and select Edit Phone.


NLS 5.35 and later

Phone numbers exceeding 20 characters that are imported from Bankruptcy Watch notifications will be indicated by a “Phone (Trunc)” label with an explanation and the full phone number placed in the Comments field.

Phone Desc Label for the phone number.
Drop down list of pre-defined labels for the phone number.5.25-
Country/Region A drop down list for choosing a country or region of the phone number.
City/Area Code Field for area code or city code.
Local Number Field for the phone number.
Extension Field for an extension to the phone number.
Primary Flag Selected item will be the default phone number for the Contact.
Do Not Call Flag Check this option to mark the number as a do not call number. A icon will be shown next to phone numbers with this flag set.
Bad Number Flag Check this option to mark the number as a bad number.
No Dialer Flag Used to determine how external dialers should process the number.
Mobile Number Flag Check this option to indicate if the number is a mobile phone number.
Do Not Text Flag4.10.4+
 When selected, the phone number will be marked as a do not text number. This option is available only when the Mobile Number Flag is selected.
Comments Field for any notes or comments for the entry.
Consent Date Date field for a consent date to use the phone number. Click to enter a date using a popup calendar.
Input Date Field displaying the date the phone number was initially entered into the system.
Scrub Date When a third party is used to scrub phone numbers, the scrub date will be displayed.

Note

If the phone number or the Mobile Number Flag is modified, the consent date and scrub date will automatically become NULL.