Faster way to get to a phone number.

Could phone numbers be added to Clients / Relationship page?  That way if you need to contact the Funeral Home, Owner or Payor, when you click on the relationship you get the address and the phone number.  As of now, it takes 5 clicks to get the phone number.  Clients, Relationship, Display Client, Address information and, last but not least, the address itself to display the information.  2 clicks would do the job quite nicely, if it's possible.  Thanks for all the get work you guys are doing!

  • Sherri Miller
  • Feb 23 2016
  • Not Planned
  • Feb 25, 2016

    Admin Response

    Unfortunately since phone numbers are tied to the address and a client can have multiple addresses they would potentially have more than one phone number with the same type. There is no good way to display all of those potential phone numbers on the same screen.

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  • Sherri Miller commented
    February 25, 2016 20:01

    What if it only shows one number designated as the main number?

    Take care,
    Sherri Miller
    FDLIC, Customer Service Representative
    The steadfast love of the Lord never ceases. His mercies never come to an
    end. They are new every morning. Great is His faithfulness. The Lord is
    my portion says my soul, therefore I will hope in Him.

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  • beth milam commented
    March 10, 2016 15:32

    Can you make it so we can just click on the address and not have to go through display client?