By default, the phone numbers entered for users in your Management System are kept internal and not displayed to customers. If you’d like a user’s phone number to appear on customer-facing documents, the user must be designated as a Salesperson and have the Use In Customer Communications checkbox selected. This ensures that only relevant contact information is shared externally.
Navigate to the Management Module / Users / User Information.
1. Check that this User is a Salesperson.
2. Check the box to use this phone number in Customer Communication.
Note: This can be for a Cell Phone and/or a Work Phone.
3. Click Save All User Settings.
This option must also be enabled on the customer communication settings.
Navigate to the Management Module / Customers / Communication.
1. Select the type of communication.
2. Insert Salesperson Cell Phone, if desired.
3. Insert Salesperson Work Phone, if desired.
4. Click Save All Settings.