Setting Phone Number Format


CDM+ stores phone numbers in nearly every program. Family home phones, mobile phones, vendor contact numbers and camper emergency contact information are some examples.

CDM+ will automatically format phone numbers as you type, so you can easily enter them using numbers only. If you want to change how CDM+ formats phone numbers, visit System Preferences and click on the Formatting icon. Here you will find several presets for phone numbers, such as (###) ###-#### and ###/###-####. You can use one of these presets, or enter your own. Let's say you work with international vendors and want to store a 12-digit phone number. Choose "Custom" for the format option, then enter your format, using a # character for each digit. For example, to enter the phone number 01.555.555.1234, enter ##.###.###.####. You can replace the dots with spaces, slashes, dashes, parentheses—anything you'd like.

Once you've selected a new format for your phone numbers, click Save. CDM+ will ask if you want to update existing phone numbers to use the new format. We recommend you do this immediately. The process can take some time, however, so if you can't do the update now, click No and return to System Preferences later on. Click Reformat Existing Phones and CDM+ will get to work applying the selected format to your existing phone numbers.

One final note: phone number formatting will apply to any single phone field and to items on any single phone field and to items in any "Other Phone Numbers/E-Mail Addresses" list, with one caveat. Entries on an Other Phones list have a phone type that is defined in the Master Coding System. You can mark this phone type as one that holds e-mail addresses. E-mail addresses will ignore the phone formatting.