Phone Sheet

[TestUser1001]

Although its a great feature and simple to use, I find myself scrolling up and down to input the information given to me. I think most of us will begin by getting the callers name and number before getting child info, if there is a child. I think the children’s information should come after the buyers or even better if I can choose to open or close this field. If the caller doesn’t have children I shouldn’t have to scroll down past child 1, child 2, child 3 before being able to input my buyers info.  I also do not get an address from most of my first time callers so it would be great if I can hide this field.

This will help streamline the phone sheet process.

Thanks

[TestUser1001]

This is SO TRUE! we take the name of the person we are talking to first! and we rarely get an address – have it as an optional field not a required.  the scrolling can make this time consuming..make the child field an arrow down or add on if they have one.

[Master Toby Milroy]

Yup…..I agree. We’ve already had discussions on how we’re going to address this…..

Stand By!

BTW: Click the “like” button to “vote” on this feature request!

 

[TestUser1001]

Although its a great feature and simple to use, I find myself scrolling up and down to input the information given to me. I think most of us will begin by getting the callers name and number before getting child info, if there is a child. I think the children’s information should come after the buyers or even better if I can choose to open or close this field. If the caller doesn’t have children I shouldn’t have to scroll down past child 1, child 2, child 3 before being able to input my buyers info. I also do not get an address from most of my first time callers so it would be great if I can hide this field.

This will help streamline the phone sheet process.

Thanks Master Pelt

[Master Toby Milroy]

Totally Agree.

We’ve got some big plans for that already.

Stand by!

[Master Toby Milroy]

Ok, so the “children” are curently “hidden” by default now. Should make it easier to enter.

We’re ALSO going to renovate this page from Top to Bottom soon, so stand by for more smoothness coming your way.

 

Thanks!

Keep the feedback coming!

[Author]

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