Remove Telephone Formatting

By |2021-07-23T15:47:19-05:00March 22nd, 2018|Comments Off on Remove Telephone Formatting

Introduction

This topic will cover the use of the Remove Phone Formatting tool.

Usage

Use this tool to remove special characters from the telephone fields in customer:job, vendor, and employee forms.

This may be necessary when you have imported or converted files from other sources and are having trouble with the telephone number appearing correctly.

Example:

You can see phone numbers in your Customer:Job list but when you edit an existing Customer:Job form, the telephone number field is empty.

Form Access

  • From the main menu, click Tools | Utilities | Remove Telephone Formatting.

Field Definitions

OK To Go check box This must be checked before the Remove button is enabled. Think of this as a safety switch.
Go Button Removes commas, dashed, periods and any other character except numbers from the phone fields in customer:job, vendor, and employee.
Close Button Closes the form.

Step-By-Step

  1. Open the form as noted above.
  2. Check the OK to GO check box.
  3. Click the GO! button.
  4. Click Close.

Important Recommendations

  • You can’t hurt anything using this tool but you should only use it when you suspect troubles or when directed by an authorized Total Office Manager technical support representative.

Tips

  • If you notice that telephone numbers are being displayed on lists but not on other forms, you may have special characters such as commas, dashed, periods, etc., that are causing problems. This utility simply removes all characters with the exception of numbers.
  • This tool only works on the “Phone” field. NO other fields are changed.
  • Total Office Manager automatically formats these fields to make them look nicer (such as (913) 492-9930). Removing formatting will NOT cause phone numbers to look plain (such as 9134929930).

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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