Add Mobile Phone numbers to the External CRM Reports

Posted 6 months ago by Bri Johnson

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Bri Johnson

We use these reports on a weekly basis and recently made the switch to not requiring 'phone' and just requiring 'mobile phone' since that is what is required to use the check in Kiosk.. but now we are losing the phone number data we need for this report. 


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Ryan Rose posted 5 months ago Admin

Hey Bri,


Thank you for your response!


I will make a note about this issue to our team for consideration of implementation.


I definitely understand the craving to simplify the data collection process, so I will ensure that this gets priority.


Thank you for taking the time to post and provide further detail!


All the best,

Ryan R. | he/him

Freshdesk & Shift Administrator & Data Specialist

Galaxy Digital

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Bri Johnson posted 6 months ago

Hi Ryan,


We are specifically looking at the Constituent Import Data report

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Bri Johnson posted 6 months ago

Hi Ryan,


Thanks for reaching out - yes specifically I am lookin at the Constituent Import Data Report - right now it only pulls the home phone number and we are hoping it can include the mobile phone number because right now we are requiring our volunteers to provide both phone numbers since the Kiosk works off mobile phone numbers so my hope is to be able to remove the requirement with the home phone number so we are only asking volunteer to provide one (as many times they enter the same number twice)

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Ryan Rose posted 6 months ago Admin

Hello there,


Thank you for reaching out to us!


Could you specify which External CRM Report you are talking about?


I would love to look into this with you to see the best next step.


All the best,

Ryan R. | he/him

Freshdesk & Shift Administrator & Data Specialist

Galaxy Digital

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