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K1x Ideas
Status Ready to Plan
Categories 990 Tracker
Created by Guest
Created on Apr 5, 2024

CTRAC - Basic client data: foreign telephone number

Describe your idea. The more information you provide, the clearer picture of your idea we will have.

For basic client data (and books in care of), there is currently the option to choose if it's a "foreign or US" address to allow for different formatting but that option is not available for the client's telephone number. So if the client's foreign telephone number doesn't happen to match US-formatting, it can't be entered correctly.

How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes.

This will help us enter the client's information correctly.

Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information.

Anyone who has a non-US client.

How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea.

By adding US/Foreign radio buttons like the address currently has. Then if the foreign radio button is selected, the formatting restrictions would be removed to allow for the additional characters.


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