If search for client with phone number and they're not in the system
Starting to enter a new client clears the form and the phone number is lost.
When creating new appointment - will search by a phone number, if phone number doesn't come up they'll click "create new client" - but number they entered defaults to "first name". When they delete the number from first name, the entire "new client" form disappears
Daly Wolfe
shared this idea
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JJ C
commented
YES! It's very frustrating!! When I'm adding a new client, I start with the phone number (since names you can misspell, but phone numbers are easier to input so I start with that) and once I type the number and click "create new client" the phone number auto fills into the FIRST NAME field instead of "MOBILE", you'd think the system is smart enough to distinguish names and numbers and fill them into the right field automatically. But no. And when you go to delete the phone number from the first name field, it EXITS the client profile screen altogether and now you have to ask for the phone number again! Instead, what you need to do, is to to type the phone number into the mobile section a SECOND TIME, and highlight the phone numbers in the first name field, and THEN type in the name as to carefully not clear the first name field completely (or it will exit the screen again) before proceeding further.