Auto-formatting phone numbers for new clients

Auto-formatting phone numbers for new clients

If you would like to have the system auto-format the phone numbers that new clients enter when registering through the Client Portal, navigate in Live Access to OLR settings, General and choose the hyphenated option and click save. 


This way if a client enters a phone number like this, 5555555555 it will be auto-formatted in their client cards to show as 555-555-5555.