How to Archive a Phone Number
When you have a new phone number for a ministry partner, you should NOT overwrite the existing phone number. If you do that, we will lose the original info. Instead, we should ARCHIVE the existing phone number and then add the new one.
Click here for a step-by-step video of how to archive a phone number: Archive a Phone Number Video
00:00: This video will be taking a look at how to Archive a phone number and CRM will be starting from the Account Details
00:08: With the contact extension Open click on the contacts name in this case I'll be clicking on Robert Fleetwood
00:15: With the contact details screen Open click on the phone numbers extension
00:20: Click on the edit icon for the phone you want to change
00:25: With the pop-up Open click the archive button
00:29: Then click okay
00:32: If you'd like to view the recently archived phone number or any other archived phone numbers click on the archive filter View
00:41: Traditional CRM resources visit CRM help. Cru.org or email us at CRM at cru.org
