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Required Phone Fields Respected When Adding Clients from an Order

Jessica avatar
Shared by Jessica •

Hi there,

When you add a new client or contact directly from an order, phone fields you have marked as required are now enforced, so client records stay complete.

What's New:

• The Phone and Cell Phone fields for clients and contacts are now checked as required when they are set as required in your account.

• A clear "required" message appears if a required phone number is left empty.

How to Use It:

• On an order, add a new client or contact as usual.

• If a phone field is required, enter a valid number before saving.

Benefits:

• Complete contact information on every new client.

• Your team can always reach the customer about deliveries and pickups.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].