Customize Phone Type; Phone Number Naming Convention
gathering votes
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Jack Johansing
We need more than "Home, Mobile, and Work" when managing multiple contacts under a single profile. Please let us add a custom label under PHONE TYPE, like "Tammy the CFO" or "Tim the Driver".
Thank you!
Drew Adler
Merged in a post:
Default text to mobile number
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Nikki Stadnyk
At this time the text messages default sending to the home phone number. It would be great if it could default to the mobile phone number as standard. This will solve the issue of having to switch it over every time we send a text. Thank you!
Shelby Parker
Hello Nikki Stadnyk! I have a few more questions for you:
- How often do you find yourself needing to switch the default number to mobile when sending texts?
- Are there any specific scenarios where sending texts to the home phone number is preferred?
- Would you like the option to set a default number preference for each contact individually?
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Nikki Stadnyk
Shelby Parker Hi Shelby!
- We always send texts to the mobile number.
- The only time we will be texting the home number is if it is a secondary mobile number.
- You could set the default number to mobile for all of our customers across the board.
Shawn Goebel
Merged in a post:
Add family members to profiles without creating a new file
kimberly rullan
Label the phone number in the profiles if they belong to people other than the one purhcasing. Have a separate section in the profile for co signers and other family memgers sharing or driving the car.
Shelby Parker
Thank you for posting, kimberly rullan! I have a few more questions for you:
- Can you provide more details on the information you'd like to capture for family members and co-signers?
- How would you like this information to be used or displayed within the CRM?
- Are there any specific privacy or permission considerations we should be aware of when adding this feature?
Drew Adler
Merged in a post:
Phone Number Labels
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Kevin Fesler
We should be able to label different phone numbers with different names if there are multiple phone numbers so we know if we are calling the husband or the wife for example.
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Paul Alvarado
I agree 100%
Shelby Parker
Great to hear your perspective, Kevin Fesler! I have a few more questions for you:
- Could you provide more examples of the labels you would like to use for different phone numbers?
- Would you like the ability to create custom labels or should there be a predefined list of labels to choose from?
- Should these labels be visible to all users or only to the one who created them?
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Kevin Fesler
Shelby Parker I would like the ability to create custom labels for each phone number on the customer profile. I think this should be visible to all users in case that client advisor leaves and someone else has to pick up where they left off they will know which phone number belongs to who.
Drew Adler
Merged in a post:
custom field for email address and phone
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Patty Romeo-VanDyke
sometimes the email address is for a son or daughter. We only have "work" or "home" as an option. Same thing with phone #s
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Jacob Coleman
Merged in a post:
Custom Labels for phone numbers
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Shayne Mauer
Would be nice to be able to add a custom label on a client's contact info for clients with multiple phone numbers so we can determine who is who when calling.
Shelby Parker
Hello Shayne Mauer! I have a few more questions for you:
- Can you provide examples of the types of labels you would find useful for phone numbers?
- How many different labels do you anticipate needing for a single client's contact info?
- Would you like the ability to create these labels on the fly, or would you prefer a predefined list to choose from?
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Shayne Mauer
Shelby Parker being able to create our own labels on the fly would be great. Most of the other CRM software I've used has let me put the client's name with their respective phone number. For example if I have 2 numbers for a husband and wife I could label each one so I know who I'm communicating with at any given time. I had one recently with the mom, the dad, and the son and I needed to communicate with the son but I couldn't remember which label I used for each number.
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