Can you change the call notes to display the phone description (example Mother's cell) instead of the phone number?

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asked Dec 25, 2025 in Tuition and Fundraising by Mrs. Cohen
When i create a note on a phone call, the system automatically puts the phone number into the beginning of the note. The problem is that we don't know by heart which phone number belongs to the father, the mother, home, etc, and so we still have to write it into the notes (732-123-4567 left voicemail on father's cell). It would be much more efficient if, instead of the phone number, it could automatically include the phone description, such as mother's cell, father's cell, home, email, etc.

1 Answer

answered Jan 13 by Admin

When creating a note from a phone call, the system now inserts both the phone number and its description (e.g., 732-123-4567 (Father’s Cell)) instead of just the phone number.

Available in versions released after 1/13/2026.

commented Jan 14 by Mrs. Cohen
Thank you so much! This will be very helpful!
commented Jan 14 by mspitzer
Nice enhancement. Thank you!

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