Phone Number Names

sbebenelli · Post by **sbebenelli** » Wed Jan 16, 2019 2:52 pm

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.

Silky7 · Post by **Silky7** » Fri Jan 18, 2019 1:53 pm

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?

ricmorin · Post by **ricmorin** » Fri Jan 18, 2019 2:07 pm

Maybe this?

: NAME1.png (8.97 KiB) Viewed 11497 times

sbebenelli · Post by **sbebenelli** » Fri Jan 18, 2019 5:09 pm

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.

GUTHTIRE · Post by **GUTHTIRE** » Sat Jan 19, 2019 6:55 am

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

Silky7 · Post by **Silky7** » Mon Jan 21, 2019 9:24 am

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?

daschapiro · Post by **daschapiro** » Wed Jan 23, 2019 10:12 am

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.

Silky7 · Post by **Silky7** » Wed Jan 23, 2019 10:56 am

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 (7.76 KiB) Viewed 11429 times

Johnny5 · Post by **Johnny5** » Fri Jan 25, 2019 4:43 pm

Phone Number Names

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