Why Am I Getting A Prompt To Switch Phone Numbers?

If you encounter a prompt to switch the phone number while using the quick message function or sending a work order from Report Pro, this may be due to the configuration settings in Message Manager.

Things to Note

  • If it is only one customer that is causing the switch phone number prompt it could be due to their number being entered in the incorrect field of your shop management system.
  • If all customers cause the switch phone number prompt, Message Manager settings need to be adjusted according to how you enter your customer’s information in your shop management system. 

How To

  1. Open a customer in your shop management system
    1. Note which field their phone number is entered in
    2. You might have the primary phone number entered in the Cellular field and the secondary number in the Work/Home field, or vice versa.
  2. Open Message Manager Pro
  3. Click on the Settings tab at the top of Message Manager
  4. Select the “Shop Management” button found in the Settings tab
  5. Click on the drop down arrow under Primary Cell Phone
    1. A list of options will populate on the drop down menu, choose the option that fits which field is used in the customer profile/tab of your management system
  6. Click on Save & Close from the left side of the Settings window
  7. You can test if this has resolved the prompt by opening the work order in Report Pro and clicking the “Text” button.