Phone numbers play a crucial role in modern business communication. By tracking phone numbers for your ledger accounts, you can leverage communication channels like WhatsApp and SMS for efficient outreach and notifications.
Introducing Phone Number Applicability:
RealBooks now empowers you to define the phone number requirement level for each ledger group. You can choose from three options:
Mandatory: Ensures that a phone number is entered for all ledgers within the group.
Optional: Allows users to enter phone numbers for ledgers within the group on a voluntary basis.
Skip: Disables phone number tracking for ledgers in the group.