WebPT Ideas and Discovery

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Contact address automatically updated

When attaching an already established contact to an account it would help if the address, phone and fax would automatically be updated to the account info. Also by having a place in the contact to put an additional phone number and email would be helpful. We sometimes will get a cell or direct phone line to the contact as well as the office or “account” number. So a contact could have multiple phone numbers and even emails attached to it and labeled appropriately. (Work and personal)

  • Guest
  • Jan 19 2019
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  • Guest commented
    24 Jan, 2019 05:55pm

    We are looking at removing the address from the contact, since the address is usually the account address. 

    I've added a task to add more email/phone/fax fields 

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