Name of Feature/Request: Merge Field for the 2nd Contact Number
What financial, time savings, or quality of life improvements will occur from this: Customer wants to to be able to use the secondary phone number as a merge field for AR/AP Formats
Attempted Solutions So Far: Using of Internal Notes but customer says they have to type it manually every time a SO is created.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: – Task generated via email having the following recipients: chat@task.striven.com
Chat on classicfireplace.striven.com
Conversation started on : Friday, April 21, 2023, at 16:11 (GMT+0) [16:11] Pramodh Kumar: Hi.. [16:11] Krishy has joined the conversation [16:11] Pramodh Kumar: How do I add second phone number to print on my Sales Order? [16:11] Krishy: Good Afternoon Pramodh [16:11] Pramodh Kumar: Good Afternoon, Krishy. How you doing? [16:11] Krishy: I’m all good! =) [16:12] Krishy: How about you? [16:12] Pramodh Kumar: I’m good to. [16:14] Pramodh Kumar: Here’s the screenshot. [16:14] Pramodh Kumar: File : https://tawk.link/5ec6ead08ee2956d73a36e77/vc/6442b5923a6a46845747c571/v/d6caaf367432f40becf679d529bf8ddceafc2eb6/image.png [16:15] Pramodh Kumar: I am looking for a Merge FIeld to get the Second number, but I did not find. [16:16] Krishy: let me check this one for you real quick [16:19] Krishy: We don’t have a 2nd merge field for contact number my suggestion would be a custom field and you will have to enter it manually [16:20] Pramodh Kumar: You mean in the notes? [16:22] Pramodh Kumar: HOw do we set one phone number to Shipping Location and one to Primary location? [16:23] Krishy: You can use the Notes for that just make sure you add it in your Printable Format [16:26] Krishy: Do you have different locations for your customers? [16:27] Pramodh Kumar: No.. JUst different phone numbers. [16:27] Pramodh Kumar: That’s okay.. Maybe you can put in a request to add the Secondary Phone number.. [16:28] Pramodh Kumar: To the Developers Team. [16:28] Krishy: I can open a Future Feature Request for this [16:28] Pramodh Kumar: Yeah sure.. Just don’t send me an invoice.. lol [16:28] Krishy: hahahaha [16:29] Krishy: I won’t =) [16:29] Krishy: But I will advocate for it [16:30] Pramodh Kumar: Thank you.. [16:30] Pramodh Kumar: You have a great weekend now!!! [16:30] Krishy: You are welcome! Have a great weekend =) No tawk.to live chat account ? Create one for free here!
Added by System as Task Type was changed
Additional Info
Result: Standard Support Question
Community Info: ST/FF type task / No Resource Needed
StrivenID: 3565937