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!
A
Alex Weidenbenner
Merged in a post:
Named Phone Numbers
J
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?
J
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
J
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.
Shelby Parker
Hello Juan M Perez! I have a few more questions for you:
- How often do you encounter the need to label phone numbers or email addresses differently within a single profile?
- What specific labels would be most useful for your team when distinguishing between contacts?
- Are there any other scenarios, besides differentiating between spouses, where custom labeling would be beneficial?
J
Juan M Perez
Shelby Parker
- We encounter it more than one may imagine, it's a suggestion I've thought about for a long time for that reason.
- Honestly, I think if you leave the Home, Mobile, and Work labels there; that'd be perfectly fine. I think if anything adding a "Custom" tag so we can type in the label we need.
- Spouses, Parent/Child, Siblings, Business, etc. etc. - Could also be good for Co-signers?
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!
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