When a Contact is added to a Visit, the value of fthe ield Phone is not transferred from the Contact record to the Contacts facet of the Visit.
Reproducing the Issue
- Go to Visits work center
- Go to Visits view
- Open the concerned Visit
- Navigate to the Contacts facet
Notice the Phone field is empty.
If you hover over the contact name, you will see in the Quick View Floorplan that the contact has a Phone maintained.
For Contact, only relationship address is determined (account - contact relationship). So if you add a contact which does not belong to the Account of the Visit/Opportunity, then the details will be empty.
This is the designed functionality.
KBA , LOD-CRM , Cloud for Customer , How To