Label Contact Numbers and Emails and/or Add Notes | Feature Requests

Label Contact Numbers and Emails and/or Add Notes

gathering votes

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!

Alex Weidenbenner

Merged in a post:

Create the ability to customize phone categories

Adam Miller

It would be useful to be able to label phones with custom categories beyond "Home," "Mobile," "Personal," and "Work."

Alex Weidenbenner

Merged in a post:

Custom Phone Designations

Anthony Ruggiero

For the drop down Home, Mobile or Work, would be nice to have a custom option So I can write James cell/ Susan cell etc for couples sharing profile.

Alex Weidenbenner

Merged in a post:

Phone Number Labeling

Albert Guerrero

Can you please implement a feature where I can label numbers on a profile other than home and work, etc.? I would like to be able to edit the names for each number. For example, if I log a customer and his wife prefers for me to contact her, I would like to be able to label the number as (wife) rather than make a profile separately for her.

Shelby Parker

Thanks for the suggestion, Adam Miller — this is really helpful. Being able to add custom phone categories beyond Home/Mobile/Personal/Work makes a lot of sense, and I can see how it’d make things feel more flexible. I’m sharing this with the team for review, and we’ll follow up if we need any extra details.

Dave Bennett

Great idea to have multiple options for phone # or email

Shelby Parker

Thanks for sharing this, Anthony Ruggiero — really helpful context. Totally hear you on wanting custom phone labels (e.g., “James cell” / “Susan cell”) for shared profiles; that would make things a lot clearer. I’m looping this into our review with the team, and if we need any extra details on your setup or use case, we’ll follow up.

Shelby Parker

Thanks for sharing this, Albert Guerrero — really helpful context. Totally hear you on wanting custom phone labels (e.g., “wife”) so you don’t have to create a separate profile just to note the preferred contact. I’m looping this into our review with the team, and if we need any extra details on your workflow or a quick example of how you’d like the labels to work, I’ll follow up.

Alex Weidenbenner

Merged in a post:

Named Phone Numbers

Jared Scott

I think it would be super helpful if there was an option to name or label a phone number with the person's name, especially in situations where I'm working a deal that involves multiple people who aren't necessarily co-signers.
Right now, the only options are “Home,” “Work,” or “Cell,” but that doesn’t always give enough context. For example, I might be speaking with a customer, their spouse, a parent, or even a third-party like an insurance agent — all connected to the same deal. Being able to custom name a number like “Sarah – Mom” or “John – Insurance Agent” would make it much easier to keep track of who I’m talking to and avoid confusion.
Even in cases with co-signers, being able to label whose number is whose would be very useful.

Shelby Parker

Hiya Jared Scott, thanks for this post! I have a few more questions for you:

How frequently do you encounter situations where naming phone numbers would be beneficial?
Are there any specific roles or titles you commonly deal with that should be pre-set options for naming?
Would you find it useful to have the ability to add notes or additional context to these named phone numbers?

Jared Scott

Shelby Parker Hi Shelby,
Thanks for reaching out!
I often work with deals that involve two phone numbers—for example, a husband and wife, where one prefers I call the other due to work schedules, or a boyfriend and girlfriend where one is more familiar with the car details. Sometimes it’s a parent and child situation, where the car is for the child, but most communication goes through the parent.
In cases like these, being able to label or add notes to each phone number would be incredibly helpful. The most useful place for this would be in the drop-down menu when selecting which number to call. Instead of just seeing “Home” or “Cell,” it would be great to see a name or a short note indicating which number is best to use.
Thanks again!

Michele McCoy

Merged in a post:

Labeling

Juan M Perez

I'd really like the option to custom label a phone number or email address. There are many times where a profile was created with the wife's name/number, but they want us to speak with the significant other. If there was the ability to custom label the number, etc. then we could keep the information separated without creating "potential duplicate" profiles.

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