Add field for Site Supervisor Phone Number

Hello!

We would like a way to add a site supervisor phone number in an opportunity.




Hi Holly,


I'm happy to add this to our enhancements board for you as:


"The addition of a 'Site Supervisor Phone Number' field to the need/opportunity form."


In the meantime, the "Site Supervisor Name" field is an open, short field. Feel free to add their phone number next to their name as a workaround!


Thanks for adding your thoughts here!

Shonie

CX Specialist

she / her

Thanks Shonie!

Hi Holly,


No problem at all! I forgot to mention that if you would like a Site Supervisor's phone number to stay private, you can also add it to the opportunity's Comments field.


You can then add the {{need_comment}} template key to the "Need Response Thank You" notification in Communication > Notifications. This will pull any information you have in the Comments field to be sent to your respondents.


Have a great day, Holly!


Shonie

CX Specialist

She/ Her


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