How to Correct an Error in the Phone/Email for contacts

Document number: 11508

 

To correct an error in the Phone/Email info for Contacts:

  1. From the Customer1 home page, navigate to Manage Customers, then Manage Customers.

  2. Click on Use and select Maintain Customers.

  3. Click on Advanced Search and, in the Name field, enter the name of the customer.

  4. Go to the Contacts tab and click on Add Person. Another window opens.

  5. Enter information in the required fields under the Personal Info tab.

  6. Enter the phone/email information without clicking the Primary checkbox, and save the record.

  7. The message "There should be only one and only one primary email address/phone number …" appears. Click OK.

  8. Scroll down to the phone/email area. Notice the Primary flag is checked. Delete the row under the email/phone info by clicking on the minus (-) sign.

  9. Enter the email/phone info and click on the Primary checkbox. You should now be able to save without any error messages.




 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2002 All rights reserved.
Created: amq 08/23/2002