Adding an Identifier in the customer card so we know whos phone number is whos | Voters

Adding an Identifier in the customer card so we know whos phone number is whos

Alex Bushey

We would like to add something in the customer contact card to identify which phone numbers is whos. Many customers have more than one number, one of them could be the spouses number. Add a drop down option next to the phone number to allow us to put an open note in there, or have a list of options such as "spouses number" "second cell phone". I believe having an open note option - meaning we can free type in a text box next to the phone number in the customer card may be the best and easiest way to do it.

Shelby Parker

Thanks for sharing this, Alex Bushey — totally hear you on how confusing it can get when a customer has multiple numbers (especially if one is a spouse/secondary line). This is really helpful context, and I’m looping it into our review so the team can evaluate options like a dropdown label vs. a free-text note next to each phone number. If we need any additional details from your workflow, I’ll follow up.