Thanks for the suggestion, Amir Jakupi — this is really helpful. I can see how having the phone number/email shown at the bottom of messages in the Conversations screen (similar to the Activity tab) would make things a lot smoother. I’m sharing this with the team for review, and we’ll follow up if we need any additional details.

When texting a client sometimes their spouse would like their number in the other spouses profile so they can also text in and as questions. It would be great to know which person is texting when a text comes in. Whether its the husband or wife. Maybe in the conversation tab so have the last 4 of the number at the bottom of every text they send of maybe in the phone number edit tab we can add something saying primary/secondary or something along those lines.