3 results found
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Pulling cell phone number in letter generation for client
Pulling cell phone number information into letter generation for clients; as most people just use cell phones these days and not home numbers, so henceforth every time a letter is generated for a client I.E a referral letter, their cell number has to be copy and pasted into the letter has been generated as no number is pulled as 90% of people no longer use home numbers.
2 votesHi, for Client letter templates in addition to the «ClientPhone» you can use the merge field «ClientMobile».
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events
The new update does not pre-select an event type, this is very annoying in that it creates another step int he process that is not needed. We do not refer to the event type at all, it is just a message/ reminder service. Please consider changing back to pre last update format.
1 vote -
1 vote
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