Additional Contact Fields on Quick-add Contact Form
in progress
S
Shawn Moser
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.
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J
J Gray
Tags!! Tags! Tags!!
K
Keith Besherse
Yes! Yes! Yes!
T
Ted Williamson
Need to add company in this as well. I do business to business. Adding the business separately then later assigning the business to the contact after editing the contact is brutal. That is 4 steps. Way too much. Needs to be quick, especially for sales people on the go.
P
Pallavi Kothari
in progress
K
Keith Besherse
Thank you Pallavi Kothari!
K
Keith Besherse
This (too few contact fields in the form) is the main problem with the business card scanner. The OCR function works fine. As a minimum, a "first note" field and the tags dropdown would be helpful.
K
Keith Besherse
K
Keith Besherse
K
Keith Besherse
As discussed with Pallavi Kothari, being able to add both standard and custom fields to the Add Contact function will be highly valuable. The tags field and a first note plus the Contact Source field will make the business card scanner truly powerful.
Trigger a workflow off either Contact Type or Tag = business card.
Action: "It was great meeting you at {{Contact.Source}}. I look forward to continuing the conversation about {{Contact.Note}}."
Prasoon Dadhich, Shivam HighLevel
Core Platform, Sales & Marketing
F
Frank Obregon
Keith Besherse not all heroes wear capes
P
Pallavi Kothari
Merged in a post:
Add Contact Manually!!
K
Kareem J. K. Al Fadi
Many of my clients are complaining about when they add their customers manually with is only 3-5% of the time. They just can't add the address directly from the add contact page, they would have to add them, then use their computer or laptop and go into contacts and then add the address which is to be honest not practical at all especially when the software makes everything easier on users!! So I would for you guys to support this idea so we can help our clients and everyone using the GHL Software. Thanks.
P
Pallavi Kothari
Merged in a post:
Add option to fill in address when manually adding contacts with + sign in contact section
T
Tony Martinez
Add option to fill in address when manually adding contacts with + sign in contact section
P
Pallavi Kothari
Merged in a post:
Ability to customize the "pop up" or "card" that appears when adding a new contact.
P
Paloma Valencia
We should be able to customize which fields appear when adding a new contact to ensure that your team is collecting the most prevalent information for its particular organization/business.
P
Pallavi Kothari
Merged in a post:
Customize Create Contact Window
K
King A
It would be easier if GHL let users have the ability to customize this window so that we can add our own custom fields and fill everything at once.
P
Pallavi Kothari
Merged in a post:
Be able to enter business name when creating new contact
L
Lucas Fassbender
Right now, you only see first and last name when creating a new contact in CRM. Would be sweet if we could just enter business name right away instead of manual workaround
HIGHLVL-I-4012
P
Pallavi Kothari
Merged in a post:
Customize New Contact pop up
B
Brian Cardenas
It would be extremely helpful to have the ability to customize what fields and order appear on the add new contact pop up window. Right now I have to create a webform to enter new leads and trigger automations.
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