How to set up a "preferred" method of customer contact, i.e. text or email or no preference?

Previous ContributorPrevious Contributor
Former Community Member

Hi all,

Newbie here. I am looking for ways to improve efficiency and the customer experience within our company.

I would like to know if there is a way (or if you are currently using) the system to identify how the customer prefers to be contacted when booking appointments?

I have searched the academy and previous pieces of training, but so far, no luck.

Any suggestions?

Many thanks in advance,



New Contributor II

Hi Fonya, it sure would be nice if ST had like a green check mark or something on the preffered method of contact huh? For now if there's more than one number on the account, we just identify who that number belongs to then follow it with dispatch. For example, 888-555-1234 Hannah/Dispatch so that we know to call Hannah for Dispatch or anything else first. Hope this is at least helpful?