Create a radio button/check box next to each phone type for preferred contact types. ie. each family has a preferred phone/email to use 1st
Many families have multiple contacts for each family for father and mother, but sometimes the family wants a certain email or number called before any other...by adding a check box next to the phone types in that BIO1 tab, you can click to check and will be easier to export/query on those contact types.
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Guest
- Sep 6 2012
Related ideas
This should all be part of the complete redesign of the phone/email/link section and removing it from the address.
I set up phone types for Preferred Phone - Home, Preferred Phone - Business, Preferred Phone - Cell, and Preferred Email Address. Each record should only have 2 "preferred" types. A Preferred phone type and a preferred email address. You can still record others, but this helps in outputting this information in query, export and crystal reports. Rather than having to export all phone types and wondering which one to use. I also have a Board/Committee Phone and Board/Committee Email if they choose to receive Board/Committee information at a different phone/email address. I also explain in any of our forms "preferred" means" where you want to receive the majority of your contact from us for acknowledgement/receipts, phonathon, newsletters, etc.
I agree with this.
It should be like addresses, in my opinion.
There is a Preferred checkbox and you can query against that.
It makes no sense for EVERY item in the Phone/Email/Link to be a preferred phone.
That's just counter-productive if there is Home Phone, Work Phone, Cell Phone, Home Email, Work Email, etc...
I agree with Melissa below. Updating phone fields gives the false impression that an address has been updated.