Indicate preferred contact method in client's chart
When viewing a client's details, allow me to see which contact method is preferred by the client so I know which method to use first.
24
votes
AdminSarah M
(Admin, theranest)
shared this idea
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Laura Ely commented
I'm not sure how useful it is to have "home" vs "mobile" phone (I think it should be phone #1/ preferred number, and phone #2/optional--along with whose phone it is--i.e., my personal phone, my home landline, my work landline, my spouse's cell)--and can I text you at this number? (y/n), can I leave a voice message at this number? (y/n)
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Jenelle Larson
commented
Ability in client details to specify which phone number the client would like us to use
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Nicole
commented
It would be nice if you could add phone numbers, select phone type (cell, home, work with extension, etc.) and then select which phone number client preferred to be contact on.