View and interact with multiple contact phone numbers
complete
M
Marc Rosa
complete
Inbox now supports secondary contact details
Customers don’t always reach out the same way - now Inbox is ready for that.
Inbox now displays secondary phone numbers and emails from a contact’s PSA record, so messages from any channel roll up to a single contact. This makes it easier for techs to manage and organize service requests, especially when supporting the same person across multiple accounts.
To update Inbox, go to Admin > Integrations > PSA > PSA Sync and click “Contacts.” And, synced, secondary details will update automatically with any changes in the PSA.
M
Marc Rosa
Merged in a post:
More Contact Detailing on the right side
J
Julian Ritchie
Display all Contact details on the right sidebar where the client user info is, not just a button to click on to bring up email/call options. I want to be able to see the users number and extension in case I need to call them in other forms than through chatgenie, or if they have multiple numbers assigned to the contact(mobile, office, etc). Same with their email. This also helps to identify if there are numbers/emails that need to be updated.
W
William Hunt
In Autotask we also have a phone ext field that does not come over. This makes it hard to use as some customers only are callable via their ext.
A
Abraham Bouzaglou
something like this would be nice!
K
Kurt Beard
YES! This would be great.
E
Eric Zack
In CW if a customer has no phone number listed for there contact it will default to the site phone number in Thread if no number for the contact there is no, no number that shows up at all.
agree with everything elese too.
R
Ryan Burbridge
I agree with this (in Autotask, the default number will be the office number) but the best number to reach the users are typically the Mobile Numbers, and would be good to display that or have an option to display all contact info in Inbox
J
Julian Ritchie