Add Text as a preferred contact method
Related Ideas
Preferred contact allow multiple choices
open5 years agoRegarding about changing options for preferred contact, what do you suggest I do if I want client to be able to have more than one option choice? Can ...Read more
Preferred Phone Number for a Client
completed11 years agoI noticed that if the client only has a cell phone and you list it in the mobile phone field when setting them up, no phone number appears on the mast...Read more
Detailed Client Contact Log
open7 years agoAdd a space for phone messages and discussion that took place during that call. List date and time of call and generate reminders, such as call back o...Read more