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

[crmclients]

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]

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

[crmclients]

I understand the process , all Contact info has its own place, possible uses with Invoice SO etc however they only track name ph email address (loan application) so Client doesnt want to use Contact or Account

It's a "one sheet" process in Opp that seems to be how they work, esp financials and reporting, they dont want to create/maintain/switch to extra records for every lead

So it just their use case - I always mention there is give and take with a new system, try to mold processes around the software where you can -

I will see if I can demo an option that is agreeable, maybe using small list view so what they need is accessed quickly and it shows up… making sure they have little/nothing to maintain on the Contact records...

victor Thanks for the screen shots

Thanks for confirming there is really no way w/o contacts