Phone Number Names

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sbebenelli
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Phone Number Names

Post by sbebenelli »

Would it be possible to have the name associated with a phone number be transferred to the numbers in the texting window?

This would be a handy feature.
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Silky7
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Re: Phone Number Names

Post by Silky7 »

I apologize, but I'm not following what you mean by this. Could you elaborate and/or post screenshots of the areas you're referring to?
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Re: Phone Number Names

Post by ricmorin »

Maybe this?
NAME1.png
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sbebenelli
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Re: Phone Number Names

Post by sbebenelli »

This is what I'm talking about. We might have a couple with both their cell numbers. The wife drops vehicle off and tells us to call her. When I go to text her the texting window has a drop down with both numbers but I do not know who's is who's because it does not transfer the name that is associated with the number.

Hopefully I make sense.
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GUTHTIRE
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Re: Phone Number Names

Post by GUTHTIRE »

Seems like the same issue that Message Manager Pro had...
https://www.managerforum.net/viewtopic. ... GER#p96821
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Silky7
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Re: Phone Number Names

Post by Silky7 »

sbebenelli wrote:This is what I'm talking about. We might have a couple with both their cell numbers. The wife drops vehicle off and tells us to call her. When I go to text her the texting window has a drop down with both numbers but I do not know who's is who's because it does not transfer the name that is associated with the number.

Hopefully I make sense.
Ok, you must be specifically referring to the "Notes/Name" field? That's not going to be an option to show, because the character limit is much higher than could fit in the screen. The phone "label" - e.g., Cell 1, Work, Cell 2 does show, as does the extension information. Perhaps you could use the extension field to designate when using mobile numbers?
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daschapiro
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Re: Phone Number Names

Post by daschapiro »

Also when you set up an appointment with a new customer and type in the customer phone # it defaults to "home". then when you go to send a text reminder later you have to go back and switch the phone numbers so you can text.
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Silky7
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Re: Phone Number Names

Post by Silky7 »

daschapiro wrote:Also when you set up an appointment with a new customer and type in the customer phone # it defaults to "home". then when you go to send a text reminder later you have to go back and switch the phone numbers so you can text.
This isn't completely accurate. You can re-order your phone descriptions in the order you'd like to use as primary. It's a drag and drop function. If you put your cell/mobile phone as the first one under Settings > Standard Descriptions > Phone, new customers will default to that phone label. For example, if I setup Cell as my primary over Home, here's what happens when I add a new customer off an appointment:
2019-01-23 10_54_13-Scheduler - 1_23_2019.png
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Re: Phone Number Names

Post by Johnny5 »

:)
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