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Phone Field

Add phone numbers to contacts and accounts for any geography

Jon Darbyshire avatar
Written by Jon Darbyshire
Updated over a year ago

The Phone field allows members to capture one or many phone numbers, distinguish between Office, Mobile, Home, Fax and Other, and select a country code all in one spot.



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Adding a Phone field

From Grid View

Click the + menu icon after the last column header or open the Column Menu by clicking on a column header's dropdown icon and then select "Add Field to the Right."

Select "Phone" and a window will open to configure the field. You can search the name for a quick find.

From Record View

The fastest way to add a field from an open Record View to is simply click the + sign next to a current field to add a new field below.

See a Phone field being added in Edit Record View below:


Customizing the field

Solution managers can choose to display a simple phone number, Phone + Country Flat (and format), and Number + Country Flag (and format) + Phone Type.

We recommend Number + Country Flag + Phone Type for scenarios allowing multiple entries such as a Contacts table.

Check out quick articles on Setting Default Field Values and Adding Help Text to fields.


Phone Format Placeholders

Phone formats vary from country to country. The Default tab of the Phone field settings defines the format in which placeholder values will be displayed. The placeholder value is important, as it gives users a clear guide of what they are expected to enter as a valid phone number in the field.

SmartSuite defaults the phone format to the locale of the user, but Solution Managers can override this by selecting a particular country.

You'll note the + Add Phone Number button appears when multiple phone entries are allowed, but only after the first phone value is added to the field.

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