Phone Types
Hi Everyone, Checking to see what kind of best practices everyone is following regarding phone types. What do you name your fields and how many of each do you give each field? IE Home 1, Home 2, etc. Thanks!
Comments
-
Do you mean per record? not per field?
These days a Home01 seems to be sufficient since the majority of folks seem to only have a mobile number. So then Mobile01. I do keep a Home02 and Mobile02 just in case on the rare occasion. Same with Email 01, 02 and then BizEmail01 and 02. the 01 is the primary of each of the types. That is documented and taught to all that access the info.
1 -
Yes, I meant how many of each field do you use, up to how many of each type and also how many different types do you have, Home 1 or Phone 1? etc.
0 -
We have a Home, Home2, Home3 as well as a Cell and Cell2. (Having multiples comes in handy for spouses.) Also have a Work and Work2, Email and Email2.
We do also have an append type - because bulk appends are less accurate and we don't want appends writing over the existing Home number. So we have PF1 (PhoneFinder) and PF2.
Primary phone from whatever source is always entered as “Home” so that we can easily export for donor lists and call lists.
1
Categories
- All Categories
- 6 Blackbaud Community Help
- 210 bbcon®
- 1.4K Blackbaud Altru®
- 395 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 1.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- 15 donorCentrics®
- 360 Blackbaud eTapestry®
- 2.5K Blackbaud Financial Edge NXT®
- 649 Blackbaud Grantmaking™
- 567 Blackbaud Education Management Solutions for Higher Education
- 3.2K Blackbaud Education Management Solutions for K-12 Schools
- 937 Blackbaud Luminate Online® and Blackbaud TeamRaiser®
- 84 JustGiving® from Blackbaud®
- 6.5K Blackbaud Raiser's Edge NXT®
- 3.7K SKY Developer
- 247 ResearchPoint™
- 119 Blackbaud Tuition Management™
- 165 Organizational Best Practices
- 239 The Tap (Just for Fun)
- 33 Blackbaud Community Challenges
- 31 PowerUp Challenges
- 3 (Open) PowerUp Challenge: Data Health
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Product Update Briefing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports+
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Email Marketing
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Gift Management
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Event Management
- 3 (Closed) Raiser's Edge NXT PowerUp Challenge: Home Page
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Standard Reports
- 4 (Closed) Raiser's Edge NXT PowerUp Challenge: Query
- 784 Community News
- 2.9K Jobs Board
- 53 Blackbaud SKY® Reporting Announcements
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)

