Phone Number Lookup: Verification of Text-Enabled VS Landline

October 20, 2022

The system now has the ability to confirm if a number entered in the ‘Cell Phone’ field of a Contact Profile is text-enabled versus identified as a land-line or not text enabled. 

This verification process is performed in the following instances: when a new Contact is added, when the number in the Cell Phone field is edited, and/or when the mobile phone icon to the right of the Cell Phone number is clicked. If the number is verified to be text-enabled, the ‘Ok to SMS?’ toggle will be set to active (on) and the corresponding Text tab will be available for use.  If the number is determined to not be text-enabled/a landline number, the toggle will be set to in-active (off), the Text tab will not be accessible, and a statement in red will appear next to the toggle stating “Landline number, SMS not allowed.”

Archived History Notes

October 20, 2022

The History tab in a Contact Profile displays a limited number of time-stamped activity notes for the Contact. Now available is an Archived list view of ALL history beyond the 100 record limit shown in the History tab. To access History beyond those 100 records, click the “View More History” link at the bottom right of the screen to launch an additional browser tab which will show a full list of all activity for that Contact collected within the CRM.

Custom Fields

March 30, 2022


To capture information within a Contact Profile that is not already included in available fields, add a Custom Field.

To view available information fields and add a Custom Field, click the Contact Info tab to expand the information panel.

To create a Custom Field, follow these steps:

  • To add a Custom Field, after clicking the tab icon to expand the Contact Info tab, click on the button. Now choose the input field type from the drop-down selections. Next, add the name of this Custom Field in the Label field and then add the Value and click the This Custom Field is now added to this Contact Profile. To also add this Custom Field to ALL CONTACTS within your account, proceed to the next step.
  • When adding a Custom Field within a Contact Profile, to also add this new Custom Field to all Contacts within the account, navigate to Settings–>Custom Fields and click this icon at the far right of that specific Custom Field you wish to add to all Contacts within your Account.
  • Please note: When updating all Contacts to include this newly added Custom Field, the update process timeline will be determined by the volume of Contacts within the Account as well as ongoing system activity.