This guide explains how users add phone numbers to a Customer record in Storable CRM. It's important to note that these additions are only saved in Storable CRM and do not transmit to your property management software (PMS). Any changes to the official tenant record must be made in your PMS and those changes will reflect in Storable CRM the next day through our integration. If using Storable CRM's Collections, your management team can configure the system so that automated Collection phone calls are sent to every number saved on a record.
Add a Secondary Phone Number
(A) Phone dropdown - From the Customer card, click to view, call or text all numbers associated with the account. Click here to learn how to access the Customer card.
(B) Add New - Click to access the Add New Phone Number window and add a secondary number.
(C) Add New Number Window - Enter the new phone number. You can only add digits (no parentheses, dashes, or spaces) and do not need to add a "1" before the area code when entering the phone number. This new phone number will not transfer over to your property management software, it will only display in Storable CRM with the type, "Other".
Save the Number to the Customer's Record
(D) Confirm - This becomes clickable once you've entered 10 digits. Click to save the number to the Customer record. Note: This will only reflect in Storable CRM.