Different phone numbers for separate corporate identity
Hey All,
We have a 3 corporate identities within our subscription, and 1 of them uses a different phone number than the other 2. The business location settings allow for 1 default phone number, and we only use 1 business location, which must be selected for all 3 identities. On quote pdf's, we would like quotes for this 3rd identity to display the different phone number. Does anyone know of a way to do this?
Thanks All
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Hey Chris,
There's not a way to do this natively. But we can do this through customizing the reports you use to change the number based on the Corp ID. Let me know if I can assist with that strategy.
Aaron Horn
Flex Consultant (endorsed by Flex)
aaronjhorn@gmail.com -
Hi Chris,
This would require a customized quote report. If you're familiar with Jaspersoft and customizing reports for Flex then it wouldn't be too difficult, but that is not an easy area to jump into fresh.
At Square Wave, we have created many customized reports with logic such as this. Our Smart Proposal package even has the ability to run in different styles depending on the corporate identity selected for the job. Or we can easily customize an existing quote report to display the correct phone number for you.
Reach out to hello@squarewave.com.au if you'd like more information on how we can help.
Cheers,
Bigs
Square Wave - Endorsed Flex Consultant
www.squarewave.com.au
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