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Forum Member
      
Group: Forum Members
Last Login: 6/8/2007 6:01:40 AM
Posts: 33,
Visits: 94
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| Is there a way to include the FAX number for the primary contact on reports? I noticed that when looking at available fields in WorkorderHeader, whether it is WorkOrderpmDetailed or WorkOrderServiceDetailed, that only the phone field is listed. On the customer record screen, I also have noticed that when you have a phone record and fax record for the same contact that you can check both of those records as default phone. In the Contact Phone Type field, I have one as Business and the other is FAX. What happens if both records are checked as default phone? Thanks, Dan
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Forum Member
      
Group: Forum Members
Last Login: 6/8/2007 6:01:40 AM
Posts: 33,
Visits: 94
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| I just answered my second question. When you hit the save button, the last boxed you check becomes the primary phone and the other box is unchecked by the program.
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AyaNova Sales & Support
      
Group: Administrators
Last Login: Today @ 8:27:06 PM
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| Hi Dan If you checkmark the Fax number as default phone and select Save (or Save & Exit) you will note that the checkmark auto removes from the Business phone number. Only one phone number will be saved as default. A report template made via a Detailed Report Template will allow selection of the client's primary contact's default phone number to display. The phone number could be Fax or could be Business - it is only dependant on which is selected as the default phone as the report query looks only for the phone number set as default. To have the phone number that is a Fax number display on the report, make it the default phone. - Joyce
- AyaNova Sales & Technical Support
- http://www.ayanova.com
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