You can share a cell phone number between clients whose profiles are linked as a relationship. Once shared, all phone calls and SMS messages will be directed to this number. This action can be reversed at any time.
Share a cell phone number between relationship accounts
To share a cell phone number between relationship accounts:
On the Top Nav Bar, click the Search
button, enter the client’s information, and click their name to access their client profile.On the side menu, click Relationships.
Select the relationship client to share with.
On the side menu, click Profile Details.
Above Cell phone, select the Use [family member]’s phone checkbox.
Click Update Account.
Stop using a relationship's cell phone number
To stop using a family member’s cell phone number:
On the Top Nav Bar, click the Search
button, enter the client’s information, and click their name to access their client profile.On the side menu, click Profile Details.
Above Cell phone, deselect the Use [family member]’s phone checkbox.
Enter a new cell phone number in the cell phone field.
Click Update Account.