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Level 4
March 11, 2025
Question

editing cell phone in "clients"

  • March 11, 2025
  • 1 reply
  • 6 views

I'm trying to change the mobile phone in the client tab for a business return client.  The place to put a phone number says "Work," and I'm unable to toggle it to mobile.

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    1 reply

    IRonMaN
    Level 15
    March 11, 2025

    As long as the number is in there somewhere, does it really matter whether it is called work or mobile?

    Slava Ukraini!
    cakeenAuthor
    Level 4
    March 11, 2025

    For verification purposes I do think it matters, right??   I am trying to edit the number.  When I go to put the correct mobile # in it won't let me choose what type of phone it is and the default is "home."  Meanwhile at the top left of the page it has the old mobile #  still listed and then puts this new mobile # underneath that but has it tagged as mobile.  

    IRonMaN
    Level 15
    March 11, 2025

    "For verification purposes I do think it matters, right??"

    No, there isn't anything in the system at Intuit or the IRS that requires phone verification.

    I don't use ProConnect, so I can't help you with the data entry issues.

    Slava Ukraini!