I don't think it's possible as you can't directly edit the screen on which phone numbers are presented, the link you posted above is about how to add additional phone numbers and not additional fields.

Phone number fields are alphanumeric and when looking at all three fields (Country, Area, number) they make up 5, 20, 20 characters. so you might have to end up just typing the extension number in

e.g.

(Country) +44

(Area) 01865

(Number) 686 430

Bultark Thank you for your response. I really appreciate it!!

The method that I used was in the comments rather than the actual article. I don't think I was able to find an article directly about phone extensions. Based on the limited amount of information that I can find on phone extensions, I believe you are correct..It is not possible. I am guessing most just put it in the same field as the phone number.

However, in regards to the client who is wanting to add the phone extension field, they are looking into adding CTI to the system and therefore cannot have the phone extension in the number field. Therefore, they are looking for a solution to the issue that does not include the extension in the phone number field. When asked, I did not think this was an unreasonable request. However, it is appearing that we may not be able to accommodate their request.

How would we handle phone number extensions in this instance (where it cannot be added to the phone number field)? I am wondering how others have solved this issue. It seems like a phone extension would be a common issue needing to be resolved.

Any assistance you or others could provide would be greatly appreciated! Thank you!

Hi Michele,

Knowing CTI is the end game, I would ask how they plan on using CTI. Are they just wanting to click the number on the screen and have it dial with the extension?

I believe the answer is "yes", but didn't want to assume. If so, there's this: stackoverflow.com/.../how-do-i-include-extensions-in-the-tel-uri. The concept you're after is to be able to essentially click a number and have it dial with the extension included in the dialing process. That boils down to the "tel" link in web dev, and as such you have to consider formatting the number in a way with the assumption Sage CRM is going to take whatever the contents of the field are and convert it to a link.

That's where I would start. There's other implications to consider as well as the CTI integration pushes summaries of calls to the "Notes" tab every time an extension calls a known number in the system. If you store the number as the StackOverflow article suggests, it might not recognize the number from a note-linking perspective.

Hopefully that provides at least some additional insight. Cheers!

Thank you Basil!

Based on your post and the stackoverflow article, it appears that we won't really know how the phone number needs to be stored until they decide how they are going to use CTI and what dialer they are going to use.

They have not made these decisions yet (they are in the process of researching CTI). Currently, they are loading phone numbers into Sage CRM and are wanting to set them up in a way that will accommodate CTI for future development.

Currently, their IT team has asked that the extension be placed in a separate field (as it is in the system they are migrating from). This was the first time that I have been asked to do this specifically and I honestly thought the extension field would be there and we just needed to add it to the screen for them. Ooops!!! Lesson learned! Apparently there is no option to have an extension field for a phone number in Sage CRM. I am guessing this has something to do with the way that Sage CRM uses the CRMEmailPhoneData table.

Based on the article, it appears that if the phone number is stored with ext.88 that the dialer tested would convert it to ,88. Am I understanding that correctly? (the key may be just not have the semicolon (;) after the phone number.)

If so, I am going to recommend that the phone number be stored with ext.88 (with 88 being the extension). If something else is needed when they implement CTI, we can update the phone numbers accordingly. Also keeping in mind the "Notes".

My only issue with doing it this way is consistency by users when in putting the data. I wonder if there is a validation script we can add to the system to force a user to enter the number correctly. In theory if the contents of the field is greater than 8 (which is the format of a phone number in the US (590-7517)), the field must contain ext.

Therefore, if someone entered the phone number as 590-7517 x123 a validation error would be thrown as they need to enter it like 590-7517 ext.123 for consistency.

I have not had to write many validation scripts so if you can push me in the right direction, I would greatly appreciate it. If not, hopefully, I can find something similar to what I want to do in the forum.

Again! Thank you so much for your assistance!

Thanks so much for the detailed suggestions!

I’ll try duplicating the locked frames before converting them to slides that seems like a practical workaround for now. Creating a separate board for live collaboration also makes sense, even if it’s a bit more prep.

I’ll make sure to report this via Help → Give Feedback so Miro is aware of the issue  hopefully, they’ll update the locking behavior soon.

Appreciate the guidance! It helps me salvage today’s sessions without too much chaos.