Floating UI: Save Phone Number to Record

 

Overview

This article will explain the Tenfold Floating UI “Save phone number to this record” option and it’s uses. 

Saving Phone Number to Record: 

In a No Match scenario you may want to associate a phone number with a pre-existing Contact.

By default, the option to Save phone number to the record is toggled.  Clicking on the contact will ensure that any future calls will show coming from this individual.

 

Saving Activity Without Associating Number: 

By unchecking “Save phone number to this record”, this will allow you to save the call to your CRM under the specified contact without adding the number to the contact. This will allow you to note that the call occurred, but any future calls from this number will not match to this contact.

 

 

Questions? Feel free to reach out to our support team here

 

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