Add Client Phone Number to Client Profile
L
Loren Turner
Current Experience:
Client profiles in the portal do not currently include a dedicated field for the client's phone number. As a result, firms may need to maintain client contact information in a separate system.
Requested Enhancement:
Add a phone number field to the client's profile in the portal, alongside their other contact information.
Why This Would Help:
Adding phone numbers to the client profile would allow firms to maintain more complete client records directly within the Harness portal. This would make it easier for team members to access client contact information when needed and would support firms looking to transition away from separate data storage or CRM systems and manage their client information solely within the portal.
Lauren LaVan
Merged in a post:
Add phone number to Contact Information
R
Rose Martukovich
Add phone number to contact information so we can text client the invoice and 8879 links easier
Lauren LaVan
Merged in a post:
Viewing Client Emails Inside Harness Advisor Portal
Jen Lorenzen
Currently, the only way to see the full contact information for a client is through HubSpot. It would be more efficient to see the phone number and address of the client in the Contact section of the Harness Advisor Portal.
Lauren LaVan
Merged in a post:
Client phone number
Jack Allison
It would be nice to have it in the contact section of the client