Manager SE Settings, Defaults, Database

Customer Screen: Change 1st Phone Default to Cellular

Customer Screen: Change 1st Phone Default to Cellular

Postby adtire1 » Mon Jan 15, 2018 4:12 pm

Surely there is a setting change that would allow us to have CELLULAR as the 1st default phone number when entering a new customer's contact info, but numerous key word searches have not revealed the answer to me. In the heat of battle we sometimes forget to go back and cut/paste the number they rattled off to us so that it is correctly entered as CELLULAR. Message Manager seems to NOT recognize a HOME number as a possible mobile, but WILL let you know if you try to text to a non-mobile number entered in the CELLULAR spot. The vast majority of our customers give their cell when checking in.

Less time would be spent fixing phone number entries if the CUSTOMER SCREEN default 1st entry matched what is most common today: CELLULAR.

I considered trying an edit to the phone list in SETUP, but thought better of it: seems like that would scramble up the database and I'd have a host of cell-home switches incorrectly executed.
Alan Hatcher
A-D Tire & Chassis
Terrell, Texas
adtire1
Member
 
Posts: 11
Joined: Thu Aug 25, 2011 4:52 am

Re: Customer Screen: Change 1st Phone Default to Cellular

Postby timbre4 » Mon Jan 15, 2018 4:22 pm

I'm glad you paused to consider what would have happened; that move would've just changed the labels on the phone data to where you could not trust it.

Most of our customers have been with us a long time, since back when Home & Office made sense. We had to preserve how phone numbers have been stored historically, however I can tell you that I've seen a recent development mechanism that could provide users what they obviously want at this point in time; to safely put the Cellular option in the first position. Stay tuned
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
 
Posts: 4539
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: Customer Screen: Change 1st Phone Default to Cellular

Postby adtire1 » Mon Jan 15, 2018 4:35 pm

timbre4 wrote:I'm glad you paused to consider what would have happened; that move would've just changed the labels on the phone data to where you could not trust it.

Most of our customers have been with us a long time, since back when Home & Office made sense. We had to preserve how phone numbers have been stored historically, however I can tell you that I've seen a recent development mechanism that could provide users what they obviously want at this point in time; to safely put the Cellular option in the first position. Stay tuned

GREAT!
Alan Hatcher
A-D Tire & Chassis
Terrell, Texas
adtire1
Member
 
Posts: 11
Joined: Thu Aug 25, 2011 4:52 am

Re: Customer Screen: Change 1st Phone Default to Cellular

Postby Gerald Martin » Mon Jan 15, 2018 6:39 pm

+1 on this request. We started using Manager over 17 years ago. At the time, home and office were the best defaults...who could have ever seen how cell phones would take over. I would really like to be able to make Cell my first entry field without messing up the database! Right now I always have to open the dialog...

Gerald Martin
Gerald Martin
50 Club: Regular Contributor
50 Club: Regular Contributor
 
Posts: 58
Joined: Wed Oct 22, 2008 8:56 am

Re: Customer Screen: Change 1st Phone Default to Cellular

Postby nickscarcare » Tue Jan 16, 2018 5:57 am

Hey I still have mine where it picks which phone number it wants to have as default and display. I have some numbers that are not checked and they are the only ones that show up until you go into customer scree and look at numbers. This is why I can not do the Bolt on program, because I never know which numbers it would be sending out reminders to.
Some people try to turn back their odometers. Not me, I want people to know why I look this way. I've traveled a long way, and some of the roads weren't paved.

507-345-6425
http://www.nickscarcare.com
User avatar
nickscarcare
500 Club: Champion Contributor
500 Club: Champion Contributor
 
Posts: 718
Joined: Thu Sep 30, 2010 5:45 pm

Return to Database+Settings

Who is online

Users browsing this forum: No registered users and 2 guests