Plan Availability | All plan types |
Permissions | Solution Creators - Can add and customize Phone fields in tables. |
Related Reading | Setting Default Field Values, Adding Help Text |
What Is the Phone Field?
The Phone Field is designed to capture and manage phone numbers efficiently. It allows users to:
Store one or multiple phone numbers.
Distinguish between types, such as Office, Mobile, Home, Fax, and Other.
Select and display country codes with corresponding flags.
How to Add a Phone Field
From Grid View
Click the + menu icon after the last column header, or open the Column Menu by clicking a column header's dropdown icon.
Select Add Field to the Right.
Choose Phone, and configure the field in the pop-up window. Use the search bar for quick access.
From Record View
Open a record.
Click the + sign next to an existing field.
Select Phone to add it.
Customizing the Phone Field
Solution managers have several display options for Phone fields:
Simple Phone Number: Displays only the number.
Phone + Country Flat: Includes the phone number and formatted country code.
Number + Country Flag + Phone Type: Adds a visual flag and phone type label for clarity.
Recommendation:
For scenarios involving multiple entries, such as a Contacts table, we recommend using Number + Country Flag + Phone Type for clarity and ease of use.
Check out quick articles on Setting Default Field Values and Adding Help Text to fields.
Placeholder Formats
Phone number formats differ by country. By default, SmartSuite:
Sets the placeholder format based on the user’s locale.
Allows Solution Managers to override this setting and select a specific country.
Placeholder Tips:
The placeholder serves as a guide, showing users the correct format for entering a valid phone number.
If multiple entries are enabled, the + Add Phone Number button appears after the first phone number is entered.
Practical Scenarios and Use Cases
1. Contact Management
Scenario: A business tracks multiple phone numbers for clients, such as mobile and office numbers.
Solution: Use the Phone Field with Number + Country Flag + Phone Type to easily differentiate between contact numbers.
2. International Customer Support
Scenario: A global support team needs to record client numbers with accurate country codes.
Solution: Customize the Phone Field to include country flags for quick identification of client locations.
3. Internal Team Directory
Scenario: A company maintains a directory of team member contact details, including personal and professional numbers.
Solution: Use the Phone Field to store and label multiple numbers for each team member.