Display Best Contact Method
gathering votes
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Brian Nebeker
Great we have the Best Contact Method. However, on customers with multiple phone numbers, or email addresses, it is absurd that the secondary Best Contact Method does not display the phone number or email address when clicking or hovering over it. Example: customer has multiple phone numbers, their Best Contact Method is showing email. When I click or hover my cursor over the phone method (the green) in Best Contact Method, currently it just highlights the green indicator. Instead it should show what phone number is the best one to use based on previous contact. So in the case of a customer that has multiple phone numbers and has communicated via phone in the past but their dominate and Best Contact Method is email, if they email for me to give them a call, clicking or hovering over the secondary Best Contact Method should display which of the multiple phone numbers would be the best to call.
Michele McCoy
Merged in a post:
Best Contact Method Selection
S
Seth Bridges
On the best contact method widget, it gives you a graphic of what's best, but you only see a contact address for the #1 method. I'd like to be able to click on each of them and see which number/e-mail address works best for the second and third options. Some customers have more than one e-mail or phone number, and it would be good to see the best options PLURAL.
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Jacob Coleman
gathering votes
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Jacob Coleman
Hi Brian, thanks for the feature request! We'll continue to gather votes on this, and you'll receive any updates automatically.
Shelby Parker
Thank you for posting, Brian Nebeker! I have a few more questions for you:
- How often do you encounter customers with multiple contact methods, and how critical is this feature for your daily operations?
- Would you prefer the secondary contact method to display automatically or only upon interaction (click/hover)?
- Are there any specific criteria or data points you use to determine the best phone number to call?