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Improved

Click a client's details to copy them

Platy teamPublished

On a client's page, click their phone number, email, address or other details to copy them, and a small note confirms it. Calling and emailing are still one click away at the top of the page.

A Platy client page with the How to reach them card and a small note at the bottom reading Copied phone numberOpen the picture full size
Click a detail to copy it

What changed

  • Click the phone, email, address, lead source or card line to copy it
  • A small note says what was copied, or says plainly if your browser blocked it
  • The address keeps an Open in Maps link, and the call, text and email buttons stay at the top
WhereClients › a client's page
Who it's forOwners
Anything to do?Nothing. It's live.

Common questions

How do I copy a client's phone number in Platy OS?

Open the client's page and click the phone number in How to reach them. A small note confirms it was copied.

Can I still call or email from the client page?

Yes. The call, text and email buttons stay at the top of the page, and the address keeps an Open in Maps link.

Related

On Platy OS

Landscaping CRMThe customer record is the work, plus texting and a login of their own.Lawn Care SoftwareWhat it looks like when quoting, the schedule, the crew, invoicing and the books are one piece of software.
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