Client’s second number
in progress
Admin
Sometimes one person calling (husband, for example), but he is telling us that another person will be at home for the appointment (his wife). So I put husband’s number as a main number and as additional number I put his wife’s number. Our technician and dispatcher see a call button only for first number! They can’t see and call to the second number for this client.
Also when a client call us using his second phone number, it doesn’t show his name in a calllog and messages.
I think it can be also done this way. We can have an ability to add few clients for this job and address
Natalie Barazany
Merged in a post:
Separate chat threads for different numbers
S
Stephanie
Add in separate chat threads for different phone numbers even if they are in the same account. Super frustrating when I reply to a customer, and they do not respond, then they send another text message thinking I've ignored their original text only because the text was sent to the wrong number. Fix it.
idan kadosh
marked this post as
in progress
idan kadosh
marked this post as
under review
idan kadosh
Merged in a post:
Additional contacts being searchable
Andre Marshall
If you search for a phone number who is in the additional contacts tab they do not come up.. Wifes call and then husbands call and you should be able to search for mutiple numbers when they call.
Also it would be really helpful to send them both messages. husbands and wifes don't communicate and really sending them both would be really more helpful and more thorough.
Please vote of this!!
IDAN CAN WE MAKE THIS???
idan kadosh
Merged in a post:
Calls
Anna
Want to be able to call both numbers listed on workiz not just the first one
Need call out button on both
idan kadosh
Merged in a post:
Multiple Phone Numbers and Client Reps
B
Brett
We have clients with multiple phone numbers and points of contact. It's currently not easy, especially for our technicians in the field, to keep track of and easily utilize multiple phone numbers which for us is a necessity.
Trevor Nix
Yes - and email addresses. It would be very nice to be able to "Send Estimate" or "Send Invoice" to auto-populating multiple email addresses. For instance, we have a lot of clients that want their estimates sent to the project managers, but all invoices to be sent to their AP department. We currently keep the AP department email on there so our techs don't have to think about it when they send the invoices...but sending the estimates at the start of the project creates lots of extra work and headache for our office and sales people.
idan kadosh
Merged in a post:
Better phone number and email management for each client
Amanda Mills
Being able to label the different phone numbers attached to a client's profile would be so helpful to differentiate between the various contacts that might be associated under the one client.
Mary
Please, please, please move this from the Planned to In Progress stage!! We cannot keep track of text chains from different numbers unless we create separate clients for each number which makes keeping track of a single job across multiple phone numbers very difficult!
Nick Tellie
agree
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