The Update the user's phone number in HaloPSA action updates the phone number of a user in HaloPSA with a number provided by them when the schedule an appointment.
This workflow action is available when your TimeZest account is connected to HaloPSA.
This action does not have any configuration options. To disable updating the ticket in HaloPSA, simply remove it from the workflow.
TimeZest will skip this action when the phone number given by the client does not appear to be a plausible phone number.
TimeZest will skip this action when entering the phone number is optional, and the client chooses not to give one.
TimeZest will attempt to determine if the phone number looks like a plausible phone number, based on the settings for the country configured in the Account & Billing section of TimeZest, and only update the ticket if it is. For example, when this is set to the United States, TimeZest will reject phone numbers with less than 10 digits.
TimeZest will also skip this action when no HaloPSA user is associated with the scheduling request.
TimeZest will skip this action when your TimeZest plan does not support updating contacts.
TimeZest will skip this action when no HaloPSA integration is configured.