Latest Feature
Phone number data collection
Add a dedicated phone field to capture a validated number during a run. The value can be reused in variables and features like Send SMS on Step Completion.
Setup
- Edit a step and add a Phone Number field.
- Optionally set it as required.
- Save. During the run, users enter a number (auto-validated & formatted).
Usage
- Reference with variables (e.g.,
{{CustomerPhone}}
) in messages, notes, or automations. - Target recipients for SMS notifications using the captured phone field.
- Filter/search runs using the phone value to find related records quickly.
Validation & Format
- Supports international numbers with country code and E.164 formatting.
- Prevents common input errors (invalid length, non-numeric).
Tips
- Make it required if downstream steps (e.g., SMS) depend on it.
- Use clear labels like “Customer Mobile” or “Technician Phone.”
- Test a sample run to confirm variable rendering and formatting.
April 25th, 2025
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