Phone number to be visible

[StrivenAdmin]

Name of Feature/Request: Phone number to be visible

What financial, time savings, or quality of life improvements will occur from this: Striven tenant wants to add the | Frequency: Multiple times per day

Attempted Solutions So Far: Shipping Location Phone #?

Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: CHARLES DEMSKY: Can I add a customer’s primary phone number to a sales order format? https://tawk.link/5ec6ead08ee2956d73a36e77/vc/62a7598656464789a59f11a5/v/d4b44928a45b6dc3f26abd06e3fa579d2b0bf7a8/Screen_Shot_2022-06-13_at_8.37.10_AM.pngChat on mcstevens.striven.comConversation started on : Monday, June 13, 2022, at 15:36 (GMT+0)[15:37]CHARLES DEMSKY: Can I add a customer’s primary phone number to a sales order format?[15:37]Wade Holbrook has joined the conversation[15:37]CHARLES DEMSKY: File : https://tawk.link/5ec6ead08ee2956d73a36e77/vc/62a7598656464789a59f11a5/v/d4b44928a45b6dc3f26abd06e3fa579d2b0bf7a8/Screen_Shot_2022-06-13_at_8.37.10_AM.png[15:38]Wade Holbrook: Good morning, Charles! I am checking on that for you.[15:39]CHARLES DEMSKY: Thank you[15:48]Wade Holbrook: Charles, if you navigate to your Sales Order Format in Settings, you will see the option to select Primary-Contact-Phone.[15:48]Wade Holbrook: File : https://tawk.link/5ec6ead08ee2956d73a36e77/a/629635660b841c0c9b1ae398/96cb18ab480beecc86146ee3f6c9c9d28e6f61cc/image.png[15:49]CHARLES DEMSKY: Does the field pull from the “Contact Information” section or does it pull from the customer’s primary contact?[15:49]Wade Holbrook: File : https://tawk.link/5ec6ead08ee2956d73a36e77/a/629635660b841c0c9b1ae398/6803439170f99b8e92eab7eff6b2f82b549705df/image.png[15:50]CHARLES DEMSKY: We do have some customers where the info is different between the two[15:50]Wade Holbrook: My apologies for providing an incorrect screen initially.[15:50]CHARLES DEMSKY: No problem[15:51]Wade Holbrook: Is the info you reference different phone numbers?[15:52]CHARLES DEMSKY: File : https://tawk.link/5ec6ead08ee2956d73a36e77/vc/62a7598656464789a59f11a5/v/b3bed8fdb25e9315fe17ef1bed98efd4e2b91959/Screen_Shot_2022-06-13_at_8.51.55_AM.png[15:52]CHARLES DEMSKY: Here is what we’re after - we want the customer phone number, not the contact phone number.[15:55]Wade Holbrook: Ok. We are testing another way to provide the customer phone number steps for you.[15:55]CHARLES DEMSKY: Thank you[16:02]Wade Holbrook: Still testing, Charles.[16:03]CHARLES DEMSKY: Thank you[16:09]Wade Holbrook: Charles, we are still testing to find the solution. Would you like to remain in this chat, or would you like me to create a task and get back in touch with you?[16:10]CHARLES DEMSKY: Yes please just create a task.[16:10]Wade Holbrook: We will do that and get back to you ASAP. Thank you for your patience. | Previously accomplished: Phone number merge field is not available.

StrivenID: 2861172