To send automated SMS to phone numbers stored in the Custom fields of the Sales dialer.

Detailed Explanation
When using the Sales Dialer and creating a workflow action to send an SMS to a contact after a call, the system currently sends the automated SMS only to the main number field in JustCall. This becomes a challenge when contacts have multiple phone numbers stored in custom fields.

Desired Improvement:
The customer would like the workflow feature to send the automated SMS to the specific phone number being dialed, even if it is stored in a custom field, rather than defaulting to the main number.

Use Case

• Current Behavior:

  • The workflow tool defaults to sending the automated SMS to the contact's main number field, regardless of which number was used for the call.

• Proposed Behavior:

  • Enable the workflow tool to dynamically detect and send the automated SMS to the phone number dialed, including those stored in custom fields.

Pain Points

• There is no current attribute in the workflow setup that allows selecting or recognizing custom field numbers for sending automated SMS.

• This limitation results in missed follow-up opportunities or the SMS being sent to an irrelevant number.

Expected Scenario

• When a call is made from a custom field number via the Sales Dialer, the corresponding automated SMS should be sent to the same custom field number.

This feature would provide more flexibility and accuracy, aligning with workflows that require outreach to contacts with multiple phone numbers. It will streamline follow-ups and eliminate the need for manual intervention.