Cloud version: Anyone able to create an phone field that invokes phone application?

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  • crmclients
    Senior Member
    • Jul 2020
    • 291

    #1

    Cloud version: Anyone able to create an phone field that invokes phone application?

    Critical need client is in Sales - need to bring Lead fields over to Opportunity but there is nowhere to land
    FYI Cloud version so I cant use backend code or extensions
  • victor
    Active Community Member
    • Aug 2022
    • 1090

    #2
    Your desired query regarding custom phone fields in different entities and installation of unofficial extensions can be done only on your own servers.
    Specifically, in your case, you can display the Original Lead field for Opportunity. And the user from Opportunity will be forced to make an extra click:
    - the first click to go to the Original Lead from which the Opportunity was created;
    - the second click on the phone number to actually make the call.

    Workaround 2: https://forum.espocrm.com/forum/gene...730#post123730
    Last edited by victor; 12-25-2025, 01:26 PM.

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