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Notify the team member when someone responds
When a team member reaches out to a client via text message or phone call, they are not notified if that client responds unless they are the assigned owner of that client. This is problematic when we have a team doing outreach in sales and product and there could be multiple people communicating with that client from different phone numbers. It would seem to make more sense that when a client responds to a text whoever the owner of that assigned phone number is would be the person notified. We have team members missing communication and the workflow to notify the entire team for each inbound text message is overwhelming to our team and not an appropriate fix.
0
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

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.
27
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planned

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

Find all duplicate contacts and then Merge
Merge all contact info of duplicate situation HIGHLVL-I-77
141
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in progress

CRM Assign one owner in bulk action
CRM, select more than one name to change the assigned owner for these contacts. Other CRM platforms have this simply important option. Please update this future as soon as possible.
145
·

planned

Add company name on contact creation
It would be a major enhancement to add the company name field on contact creation Right now the only fields on contact creation are: First & Last Name Emails Phone Numbers Time Zone DND settings
0
Add "Website URL" As Custom Field Type
Please add 'Website URL' as a custom field type for contacts and companies. Use case: being able to click on links from a contact or company record to external links (social media pages, 3rd party systems, Google Drive / Dropbox links etc)
32
·

under review

Ability to map out a route to visit customers/prospects
Need to have the ability to create a route for visiting customers or prospects.
1
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.
36
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