Allow users to set default fields on contact records
Right now, when we create a contact from scratch, when we enter the phone number it automatically gets assigned the "work fax" label. We have to then go and edit the information. Also, if we do enter a fax number for the account it automatically gets displayed as the default "phone number" in the at-a-glance information or the contact, resulting in a frustrating experience. I think this is is a bug that needs to be addressed.
George Cernat
shared this idea
Hi George,
We have fixed this issue in Nimble and have added a hierarchy for default field values that appear at the top of a contact record.
This is the hierarchy we have in place for fields values that default to the top of contact records.
Phone modifiers in this order:
1. Main
2. Work
3. Mobile
4. Home
5. Work Fax
6. Home Fax
7. Other
Email modifiers
1. Work
2. Personal
3. Other
Address modifier
1. Work
2. Home
3. Other
If you have any questions, please write back to me at care@nimble.com and I’ll be happy to help.
Thank you,
Joseph