Can you add a His Cell and Her Cell column that shows up by results when searching by phone number

+2 votes
112 views
asked Dec 18, 2023 in New Feature Requests by SuriHeimfeld
edited Dec 18, 2023 by SuriHeimfeld

In the accounts screen, when I search for a cellphone number any account that has that phone number in it comes up (even if it's only an emergency contact). That's fine, but the problem is that I have no way of knowing which account the phone number actually belongs to because I only see the home phone number listed on the results. 

For example (see attachment) I searched a cellphone number and 5 accounts came up. The phone number is Her Cell number of the first 2 accounts. the other 3 have the number listed as an emergency contact. The only way I can know that it's their cellphone number is by actually going into the account and checking. It would be very helpful if there would be a column for His Cell and Her Cell so I can easily see that information.

 

 

Thank you!

1 Answer

answered Dec 19, 2023 by Admin
All the accounts that come up have this phone number. To look for the accounts without emergency use the phone search on top of the screen.

To view multiple numbers in the results, run the same search by the mail merge tab in reports.
commented Dec 19, 2023 by yczehn

you can search in the top center drop down, it will indicate the number with an asterisk for emergency contacts.

 

commented Dec 19, 2023 by SuriHeimfeld
Oh, that's exactly what I need! thanks

Let's Welcome our New Members

  • ras of Mechinas Ner Naftali - Apr 10, 2024

  • ckeller of MYY - Apr 03, 2024

  • Malka.eisenbach of YTT - Apr 02, 2024

  • eneuberger of JDBYYTT - Apr 01, 2024

  • cmayer of Bais Esther - Apr 01, 2024

  • astauber of JLS - Mar 27, 2024

  • yaakova of Bnos Menachem - Mar 26, 2024

  • GElefant of YGZM - Mar 21, 2024

  • bmiskin of Yeshiva Gedolah Zichron Moshe - Mar 20, 2024

  • cungar of Kollel Chatzos - Mar 18, 2024

...