Symptom / Error
You are working in an Intake Opportunity but cannot find the patient's phone number or email address without clicking back into the Account record.
The contact fields appear missing from the default Opportunity layout.
Solution 1: Using the Related Contacts Section
By default, Dazos CRM links the patient’s contact details to the opportunity automatically.
Open any Intake Opportunity record.
Scroll down to the bottom right of the page.
Locate the Related Contacts section. Here, you will find the patient's primary contact information, as well as any manually added emergency contacts or loved ones.
Solution 2: Adding Direct Reference Fields (Step-by-Step)
If you prefer to see the phone number and email directly in the main information blocks, you can map them as Reference Fields. These fields pull data directly from the parent Account in real-time.
Navigate to Layout Settings: Open the Intake Opportunities module. In the top-right corner, click on Customize and select Module Fields & Layout.
Choose the Destination Section: Scroll to the specific section (e.g., "Opportunity Information") where you want the phone number to appear. Click the Add Custom Field button.
Set the Field Type: Under the Select Field Type dropdown, choose ReferenceField. This type is unique because it "mirrors" data from another module.
Configure the Phone Field: * Label Name: Enter
Client Primary Phone.Associated Field Name: Search for
Primary Phone.Module Source: Select Accounts >> Primary Phone.
Save the Field: Select any additional field properties (like "Show in Quick Create") and click Save.
Repeat for Email: Follow the same steps to add a second Reference Field. Label it
Client Primary Emailand associate it with Accounts >> Primary Email.
Verification / Expected Result
Return to any active Intake Opportunity. You should now see the "Client Primary Phone" and "Client Primary Email" fields populated with data. Because these are Reference Fields, any update you make here will automatically update the parent Account record, keeping your data perfectly synced.
Troubleshooting / Common Errors
Fields are Blank: Ensure the "Parent Account" for the opportunity has the phone and email fields filled out. If the Account is empty, the Reference Field will also be empty.
Cannot Add Field: If the "Add Custom Field" button is greyed out, you likely do not have Administrator permissions. Contact your system admin for assistance.
Duplicate Labels: If you receive an error that the label name already exists, try using a more specific name like "Intake Patient Phone."
As Reference Fields. The Primary Phone and Primary Email fields will automatically display the phone number from the parent Account, and changing it will also change the parent Account's phone number, as this is a single field with the source of information.