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Add Option to Export Contact Notes
When exporting and importing contacts to another sub-account, notes are not carried over. These notes often contain important intake information or historical context. It would be helpful to have a built-in option to include notes during the contact export/import process or a feature to copy contact notes between sub-accounts. This would save time and prevent data loss during migrations.
0
Sticky contact list
My client works from the contact list or a smart list. When he goes into the contact details to add a note, and then returns back to the contact list, he is moved back to the top of the contact list. Its seems more intuitive that the contact list should stay where he was before entering into the details. Can you please fix this? Also there is the same issue with the opportunities.
1
Find all duplicate contacts and then Merge
Merge all contact info of duplicate situation HIGHLVL-I-77
141
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in progress

Additional Contact Fields on Quick-add Contact Form
When using the shortcut icon to add a contact it basically only allows for name, phone, and email then if you want to add address or anything else you have to save the contact then go find them in contacts to open and add additional contact info. Give option in add contact form to add additional contact info or a button that says "save and add more info" that opens the contact record automatically.
36
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in progress

Internal Comments Workflow Integration
Currently, there's no "Internal Comment Added" trigger or "Add Internal Comment" action available in workflows. It will be very useful to have two essential workflow components: (1) a trigger that fires when internal comments are added to conversations (2) an action to automatically add internal comments This would enable businesses to automate comment-based workflows, improve team notifications, sync data with external CRMs via webhooks, create escalation procedures based on comment content, and eliminate manual processes that currently limit workflow automation capabilities.
0
Hideable Custom Fields/Custom Field Folders Instead of "Hide Empty Fields"
I love the hide empty fields option. But it would be way better for agencies to be able to hide custom fields and custom field folders from the contact screen AND the opportunity screen. I'm thinking of people who use custom values for automation and don't want clients to mess with or see them, information that doesn't matter and is simply meant to be "Easy yeses" on forms, those with multiple pipelines that require different information on the opportunity card in each pipeline, and those who have a ton of folders that are cluttering up the contacts screen. This would also be helpful in archiving old custom fields and cleaning up the contact screen by putting them into a folder and then hiding the folder so we don't see it in the contact screen.
37
Basic Formatting In Notes (Bullet Lists, Bold, Underline, Italicize, Strike through, Indent, Hyperlink).
What: When creating a note on a contact it would be really great to have the ability to add basic formatting like bullet lists, Indents, bold, underline, hyperlink, etc. Why: Allows us to use an Outline format to create more detailed notes that make sense. Sometimes it's really helpful to add a link in notes when referencing something for example Other Good Reasons I Stole From Expert Learners: Some items of information just are more important than others. Some items are subordinate to others, i.e., information tends to have a hierarchy that makes sense. The "look" of your notes should reflect that hierarchy. Notes in which every line begins at the left margin are very difficult to decipher, review, and learn from Bottom Line: HighLevel is awesome, this would make it just a little bit more awesome. P.s.How do you like the formatting of this idea description? See what I did there? ;-) HIGHLVL-I-674
21
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in progress

Be able to mass delete unused custom fields
Currently you can delete unused custom fields one at a time. However, there is a select option, but when you select multiple custom fields to delete, the delete function disappears and the only option is to move them into another folder (Contact Info, General Info or Additional Info) Surveys can get extremely cluttered when there are a lot of unnecessary custom fields (use case: loading a snapshot that has a lot of custom fields) It is time consuming to have to delete unused custom fields one at a time instead of a Bulk Delete.
28
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planned

Bulk Edit Contacts
I would like to be able to edit a contact field that belongs to a group of contacts at one time. For example, if I filter my contacts to all contacts who have a zip code = "40207" that may be 200 contacts. I now want to be able to change their "City" field to "Louisville" in one fell swoop. I cannot seem to accomplish this right now which is driving me batty and will require me to edit each contact individually OR do it in Excel and then re-import the contacts. Blech :-D HIGHLVL-I-1816
37
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in progress

Allow numbers beginning with zeroes in contact fields
I encountered this "error" during an import with a specific field. I need to be able to keep zeroes in front of a number, because it radically changes (eg. original number is 001122, when i import it becomes just 1122, but i need the zeros). I can't find an option to turn this on/off
2
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