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Updating Contacts Automatically

When clients give a phone number, TimeZest can automatically update their contact records.

Jason Langenauer avatar
Written by Jason Langenauer
Updated over a week ago

This feature is only available to TimeZest subscribers to our Advanced and Professional Plans.

TimeZest is able to optionally ask users for their best contact number when scheduling an appointment, and will include that number in the internal note it writes against the ticket.

This option is configured in the Appointment Details section for an appointment type and has additional settings in the Fields section allowing you to do the following:

  1. Require from end user if not known - This setting will always require the end user to enter their phone if the phone number is not known.

  2. Ask end user if not known - This setting will ask the end user to enter a phone number if not known but will not require them to enter one if they choose not to.

  3. Never ask - The Phone Number field will be removed and the end user will not see it.

TimeZest now asks for the type of number the client is providing while scheduling, and this value allows TimeZest to update the correct phone number field on the Contact record. We also use it when writing the internal note on the ticket, to give a little more context to the technician working the ticket - e.g. "John Smith would like to be contacted at home on (212)-123-4567".

TimeZest does perform some validation before updating either contact field, and will only update them when the user provides a contact number which appears to be a plausible phone number for the country you're located in, to avoid adding bad data to your records. The value the user provides will always be included verbatim in the ticket note, as is the current behavior - which allows users to give values like "Call me on Skype", or similar.

Note: ConnectWise stores the old values for fields TimeZest updates in the audit record for the ticket and contact, so any old values that TimeZest overwrites will still always be available if they're needed for any reason.

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