Add, Edit, or Delete Dialing Instructions
You can display multiple phone numbers on your external portal, so reporters can call the hotline available in their region to submit a case. You can manage the phone numbers shown on your external portal from the Dialing Instructions page. To navigate to the Dialing Instructions page, go to Settings > System > Portal > Dialing Instructions.
Reporters can see these phone numbers when they click the Dialing Instructions button on your external portal.
Add Dialing Instructions
Before you can add dialing instructions, your application must have options for the "Dialing Regions" picklist. You can skip the "Add "Dialing Regions" Options" section below if you can select a region on the Dialing Instructions form:
Add "Dialing Regions" Options
1. Navigate to Settings > Forms > Picklists.
2. Click the "Picklist" filter. Select "Dialing Regions", then click the Done button.
3. Click the Add Dialing Regions button.
4. On the Dialing Regions form, you will see the following fields:
- Value: enter the region name.
- Sequence: you can enter a number to set the option's order in the picklist. If you do not enter a sequence number the options will be ordered alphanumerically.
5. When you have completed the "Value" and "Sequence" fields, click the Save button or select Save and Copy in the Options (
) button menu to add another option.
To add your hotline number to your external portal:
1. Navigate to the Dialing Instructions page under Settings > System > Portal.
2. Click the Add Dialing Instructions button on the Dialing Instructions page.
3. Complete the following fields on the New Dialing Instruction form:
- Region: select the location of the hotline phone number. You will see the "Dialing Region" options in this picklist. This will be displayed on the portal, so reporters can find the correct phone number to call for their area.
- Phone Number: enter the hotline's phone number.
4. Click Save when you have filled in the form.
Edit Dialing Instructions
To update dialing instructions:
- On the Dialing Instructions page, click the phone number you want to edit.
- Click the Edit button on the phone number's page.
- The page will now be in edit mode. Use the text boxes to update the information in the form fields.
- When you have completed your changes, click the Save button.
Delete Dialing Instructions
You can delete a set of dialing instructions from its page. Click the Options () button on the dialing instruction's page, then select the "Delete" option.
You can also delete multiple sets of dialing instructions from the Dialing Instructions grid. Select the checkbox for each row you would like to delete, then click the Delete button above the grid.