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Account Implementations Consultant role required to add a mobile number to customers

edited Feb 6, 2026 10:28AM in Receivables & Collections

Summary:

To add a mobile number as a contact point we need to assign a user the Account Implementations Consultant role instead of just having the privilege to add mobile numbers be under the Accounts Receivables Specialist Role, the Accounts Receivables Specialist Role can add a land and fax number but not a mobile number.

Unsure if this is a bug but the workaround does not seem to be the best idea, especially if a business does not want to provide users the Accounts Implementations Role, then if a Receivables User needs to add a mobile number they would not be able to.

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