More detailed Activity Feed
in progress
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jake@pushpress.com
Would love detailed activity feed.Need to see better details on when pipeline status changes happened (date / time / trigger that moved it)
HIGHLVL-I-3363
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Josh Herman
Sales & Marketing Pallavi Kothari Rakhi Laddar Could the updates also be moved to a different area then the conversations? See this feedback idea: https://ideas.gohighlevel.com/contacts/p/move-the-activity-updates-from-the-conversation-thread-in-the-contact-card-to-th
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Sales & Marketing
Merged in a post:
Contact Activity Panel
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Amrit Dhanraaj
Hi all, When we drill into a contact the activity columb/tab on the right shows their digital footprint on the webpages. If it can include also all the emails they opened and clicked on things that would be amazing. Active Campaign already has that ability. Having that UX/UI I feel is mich needed to make the CRM/Contact managing component in GHL even better.
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Mark Hoffman
It would be great if this could also be done at the Company level in GHL. Everything is so focused on Contacts while Companies features/functionality is completely ignored. A lot of us are agencies and thus are B2B, so to have something like an activity feed at the Company level (and more) would be useful.
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Ryan Michael
^^^^^^ Rakhi Laddar
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Pallavi Kothari
Hi Ryan Michael and Mark Hoffman
We are working on it - already on our quarter's roadmap.
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Rakhi Laddar
Hello! We’re looking to enhance this initiative by expanding its functionality to include detailed activities in the activity tab & an AI based contact summary feature. Your insights would be valuable in helping us improve it. Please use the calendar link (https://speakwith.us/rakhi) to select a convenient time for a discussion — we’d be delighted to connect and explore this further.
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Ben .
It’s essential that activity tracking isn’t restricted to system-defined fields alone. All custom fields must also be recognized, recorded, and included in activity updates... capturing who modified them and when.
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Rakhi Laddar
Ben . Thats a great feedback! We shall add this to our roadmap (for future phases)
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Rakhi Laddar
Hello! We’re looking to enhance this initiative by expanding its functionality to include detailed activities in the activity tab & an AI based contact summary feature. Your insights would be valuable in helping us improve it. Please use the calendar link (https://speakwith.us/rakhi) to select a convenient time for a discussion — we’d be delighted to connect and explore this further.
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Tracey Lipnicki
Rakhi Laddar can we choose what is the default tab is open on the right? ie: default to notes not activity. We care first about actual discussions we've had with the prospect and secondly activity if we need to.
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Tracey Lipnicki
perhaps make it so we can re-order the tabs and whatever is the first one is the one that is open by default and make it so we can push that order in snapshot so all our clients can have the same thing and then be able to change it themselves
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Rakhi Laddar
Tracey Lipnicki We have a workaround for this today. If we are on the contact detail page and the user clicks on notes and then navigate to any other contact, by default notes will open for all further contacts. We have made 'Notes' sticky
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WiL Laxa
Rakhi Laddar I would love to have the ability to add "Trackers" on Automation Workflow's
- Know which workflow they have entered
- Know which triggers / actions they have executed (Similar to the Workflow Log for that specific user)
- This would allow us to place "Activity Actions" so that I can add "Activity Notes " within the workflow such as "Reminded user to book appointment".
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Rakhi Laddar
WiL Laxa Thanks for the feedback. Prasoon Dadhichcan you take a look at the above request pls
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Tracey Lipnicki
Rakhi Laddar this is great thanks. And can you make it so the notes auto save as well please?
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Tracey Lipnicki
WiL Laxa yes, put the audit log here and put the actual things that happened so we can see them all at once rather than have to click into each separate thing to see what happened then forget by the time you've clicked into 3 or 4 what happened previously when
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Rakhi Laddar
Tracey Lipnicki Thanks for the feedback. We have noted it down and will make it a part of our roadmap in our future phases.
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WiL Laxa
Tracey Lipnicki I completely agree with that. :) To avoid jumping between different screens to see the user activity. Would love to see and track everything a contact does in one screen.
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Rafael Jorge
Rakhi Laddar It would also be nice if we could manually add new activities to the contact, specially from workflow. In some cases, we have to resort into using an external form for example, and it would be nice to have a workflow that triggers via webhook when that form is submitted > then an action "Add Activity Log" where we can let GHL know that lead submitted an external form
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Rakhi Laddar
Rafael Jorge Noted. This is a part of the current roadmap.
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Micah Schmidt
I have a client that wants to track when their sales agents last added a note but this does not count as activity. Maybe you could filter between types of activty like (marketing vs something else) where it tracks the normal form submission, survey submitted, purchases, but also sent sms, or sent email, or open sms or email, or note added, call made, etc.)
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Nate Griffith
Anyone else notice form submissions on the activity tab are sometimes associated with the wrong contact?
We have two categories of forms we use with GHL
External, customer facing forms:
- these forms are on our website and used by the customer to express interest in our services
Internal, staff facing forms:
- these forms are used by staff. Our team always fills out this internal form when speaking to a new client and we ask them for demographic info and pre-qualifying questions to make sure they are a good fit for our business
We are noticing these internal forms are sometimes associated with the wrong contact... for example we fill out an internal form for Jim but the form shows up in Mary's contact activity panel... and not Jim's contact activity panel
My theory:
- I'll clarify by saying that i'm still a little unfamiliar with how GHL actually tracks the acticvity tab (IP address, cookies etc..)
- however, i think because staff is submitting a form for multiple clients on their computer it confuses GHL and that is why the forms are sometimes not associated with the right contact
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Keith Besherse
Nate Griffith, yes. If staff is submitting forms they need to use incognito/private browser. Otherwise the system will use cookies/cache data and overwrite the initial data entry.
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Keith Besherse
Ability to expand the right side drawer to 1/2 or 3/4 screen would be helpful.
With the new UI the Add Contact modal is a narrow band on the edge of my screen. Same if I am using it to view Activities, Tasks, Notes, Associations, Documents, etc. When I am doing those actions I am rarely also needing access to the entire conversation thread. Thank you.
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Tracey Lipnicki
Keith Besherse also ability to do the same with the left had side and make the field name in line with the field data so we can see more contact info on the screen at once. the left hand fields are VERY inefficient space wise and we would rather see more info about the contact from forms or entered data at once
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Keith Besherse
Tracey Lipnicki, for sure! I especially like your idea of aligning the fields to reduce errors in comparing the values.
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Rakhi Laddar
Merged in a post:
Workflow Entries in Contact Activity
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Maximilian Loose
It would be awesome to see in the Contact Activity Panel when a contact has entered or finished a workflow, especially for customer service. Much easier to follow what happened to a contact in a call for instance
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