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
Holly Daniels
Hello!
We would like a way to add a site supervisor phone number in an opportunity.