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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.
Find all duplicate contacts and then Merge
Merge all contact info of duplicate situation HIGHLVL-I-77
Filter Tags By Date Tagged
It would be great to have a filter for when a tag was applied in a date range. Currently that doesn't exist per support.
Search Custom Fields
At this time, you cannot search custom fields in the contacts section. This is very helpful if you create an alt phone field.
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)
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.
Custom Fields Grouping/Management
Ability to organize and manage custom fields for contacts, forms, & surveysWhen you're creating forms, or surveys, give us the ability to manage them either on the form/survey level and take them out of custom fields under the additional info inside of the contact.More flexibility and grouping/categories under Contact's Additional Info for fields. Something similar to folders that are already rolled out for triggers, and campaigns HIGHLVL-I-1441
Tag users in notes and tasks
It would be great to be able to @user in notes so they are updated on changes or updates in a note or task.
Ability to Add/Change Picture of Contact
Ability to Add/Change picture of contact once created. After creating contact you are not able to edit picture or logo.