Label Contact Numbers and Emails and/or Add Notes
gathering votes
J
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/name under PHONE TYPE, like "Tammy the CFO" or "Tim the Driver". Or be able to add notes to the number such as "do not call b/f ___"
Thank you!
Michele McCoy
Merged in a post:
add name or custom label to phone numbers
S
Samantha Rabenold
Make it an option to label the other phone numbers - not just have it Cell, Home or Other. There are accounts with Businesses, Spouses, and Children - It would be nice to add names etc. onto the additional numbers.
A
Alex Weidenbenner
Merged in a post:
"Custom" Option for phone numbers
M
MARCUS GIGUERE
A Custom option when adding phone numbers would be great. Home, mobile, and work are helpful when all phone numbers go to one person. It would be good to be able to give the numbers names, or descriptions like "Husband" or Wife"
Michele McCoy
Merged in a post:
add notes to contact numbers or e-mails
Q
Quinn Teillet
I.E. if a number is for the wife/husband, or call only after certain hours, etc.
Michele McCoy
Merged in a post:
LABELING PHONE NUMBERS
A
Alexandria Erickson
WE SHOULD BE ABLE TO LABEL PHONE NUMBERS- TYPICALLY PEOPLE DO NOT HAVE HOME/CELL NUMBERS, BUT RATHER A HUSBAND-AND-WIFE TEXTING US- INSTEAD OF LABELING PHONE NUMBERS MOBILE AND HOME, WE SHOULD BE ABLE TO PUT NAMES TO LET US KNOW WHOS NUMBER IS WHO
Michele McCoy
Merged in a post:
Ability to label phone numbers with individual names on same contact card.
K
Kelly Huston
The ability to list a person's name next to the number on the contact card if there is more than one number on the card for guests who may not require a second profile.
For example:
888-888-1235 - Charles
888-888-4569- Mary
P
Patty Romeo-VanDyke
Agreed!
Shelby Parker
Thank you for posting, Kelly Huston! I have a few more questions for you:
- How frequently do you encounter the need to label phone numbers with individual names on the same contact card?
- Are there specific scenarios or use cases where this feature would be particularly beneficial?
- Would you prefer the ability to add labels to existing numbers or only when adding new numbers to a contact card?
K
Kelly Huston
Shelby Parker, I run into this situation frequently and will gladly provide examples as I find them. In our old CRM there was an extension field, and we could use that to put another name in the field, not just numeric extensions. One example is the vehicle is in the husband's name for sales and service records, but the wife is the primary driver. On the occasion I reach out following a service visit the husbands generally tell me to reach out to the wife. It was nice to know with a quick glance which number I needed to dial. Situations where a parent will ultimately be doing the purchasing but the child will be the primary driver, it would be nice to be able to label one number as mom/dad.
I will send specific examples as I identify them.
J
Jacob Coleman
Merged in a post:
Option to name different numbers
J
Josue Chavez
We add multiple phone numbers to a profile and sometimes from different people. It can get difficult to keep track of what number belongs to what person. I would like an option to add a name next to the number so we know who the number belongs to.
K
Kristin Reinsch
Yes! An editable Custom selection would be AMAZING for businesses and fleet customers
Drew Adler
Merged in a post:
Default text to mobile number
N
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!
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