Dropdown Email & Phone Number Selection for Primary/Contacting
gathering votes
Jonathan Schultz
Drop down to that you can select between emails like you can phone numbers.
Michele McCoy
Merged in a post:
drop down for emails and phone numbers in the customer card
M
Michael King
Is there a way that you can put in a drop down of all of the email addresses and phone numbers in a customer card so that you could choose the one that you would like to put into the header of the customer card. Kind of like choosing which vehicle you want to show on the top of the customer card. It would make emailing the customer a lot easier by choosing which email address that you wanted to email?
Shelby Parker
Hey Michael King, thanks for your feedback! I have a few more questions for you:
- How many email addresses and phone numbers does a typical customer card contain?
- Would you like the dropdown to include any additional information about the email addresses or phone numbers, such as labels or types?
- Is there a preferred order for displaying the email addresses and phone numbers in the dropdown?
M
Michael King
Shelby Parker many customers will have multiple email addresses and a couple of phone numbers. The drop down can display them any way it wants. The ability to pick and choose the one you want as primary to display is the critical piece.
M
Michael King
That is a wonderful idea!!
Drew Adler
Merged in a post:
drop down for email to select alternate email on file
emily kelly
For customers that have multiple emails on account having a drop down to select alternate emails on file when using desktop platform to email. Currently have to remove the email that the account defaults to and type in the customer alternate email.
emily kelly
In most cases it is a matter of husband and wife having both emails on same account and need to switch between the 2.
Shelby Parker
Thank you for posting, emily kelly! I have a few more questions for you:
- Can you provide more context on how often you need to switch between different emails for a single customer?
- Are there specific scenarios where you find the need to use alternate emails more frequently?
- Would you find it useful to have a feature that remembers your last used email for each customer?
Drew Adler
gathering votes
Drew Adler
Merged in a post:
choice
L
Larry Battison
need to have drop down box for email addresses when customer has more than one email address
R
Reid Tulley
Yes. Thank you.
S
Sean Antoon
And view from the mobile app which phone number has been responding so we know which number is most active
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