Phone Lists And Dialing

From the View Contact Screen, click on the Icon_VewList icon next to the Phones.


The View Contact Screen displays the primary phone.  You can see a list of all of the phones associated with the contact by clicking on the List Icon, Icon_VewList next to the primary phone.

Click to expand or collapse
Phone list shown on typical 7 inch tablet

Adding A New Phone And Preferences

To add a new phone number, click on the Icon_Plusicon or click on the Add Button.

The phone location will default to the location specified in the User Preferences.

If the System Preferences are set to limit the phones to "One Phone Per Name For Each Location" then the user will be prevented from adding new addresses to a contact that already has an existing address for the same location.

Changing The Primary Phone

You cannot uncheck the primary box when it is checked.  To change the primary phone, check the box on a new phone or by editing an existing address.  Advisors Assistant Mobile will automatically uncheck the current primary phone and designate the phone being added or edited as the primary phone.

Dialing The Phone

If your device supports phone calls, click on the Icon_Dial icon to dial the phone number on the same line as the icon.

See Also


When entering phone numbers, if you are going to use your phone to dial them, test a few numbers to be sure your phone will dial with the format you entered.