We’ve recently received a lot of requests for storing more than one phone number for your clients. We agreed and our techs have been hard at work to bring you this feature! Once you’re logged into the Pencil’em application, click on the Clients Button, then select the Add New Client tab. There are now three fields for phone numbers, the Main Phone, Cell Phone and Work Phone.
Now that you’ve added those new phone numbers, let us show you where you can view them later. From the clients screen, simply click the “Client List / Appt. Log” tab, then click on a client from your client list. There information will appear on the right hand side of the screen. Each field is not denoted with an icon, to make it easy to tell what your looking at. Notice, next to the main phone number there is an option to “Show All”. Clicking this button will reveal secondary phone numbers (cell and work) below the main phone number. It looks something like this:
That’s all there is to it! We’ve got a lot of exciting new features coming in the next week or so for helping you better manage your clients, so stay tuned! As always, if you have any questions or comments please send them to firstname.lastname@example.org.