Contacts

I wanted to add business name to the list for a certain clients, and instead of drag and drop, had to delete and re-add. Just like the custom fields settings for folders, drag and drop to rearrange.

There should be a way, if you disable two-way sync, to just use a BCC email that will log the email you send to the proper contact based on their email. Why it matters: Logging into GHL to send every email is a barrier to logging conversations with contacts, but logging all emails to contacts is also problematic because it means other admins and some users can read your emails, some of which may contain sensitive data . I am the owner of my company but also the primary business development person. All my employees are contacts, and if I email them about something sensitive, I don't want it showing up in High Level. A potential solution: If 2-way email sync is disabled, allow for a unique (to the GHL user) BCC email, which will log the email to the contact in GHL. It would be great if this also allowed for a contact to be created (even though it will likely lack first and last name and other data if they are not already a contact. Benefits: This helps overcome nervousness about "everything" being seen in GHL, when all we need is business/sales related conversations, and also creates an easier way for people to log conversations on the go without needing to log in. I loved the inbox/conversations, and that I could reply from within it, until I realized it was logging ALL my emails where others could see them. Given the fac t that many business owners wear multiple hats (including HR) this is a bit of a liability. I hope this solution can be implemented quickly!

Hello GoHighLevel Support Team, I would like to report an additional issue related to TikTok messages integration, which is affecting the mobile experience and message tracking in the CRM. The problem occurs specifically on mobile devices: When I open a TikTok conversation on the phone, the conversation appears empty, even though there has been active communication with the client The same conversation displays correctly on desktop/laptop Additionally, not all TikTok messages are being received or logged in the CRM This behavior creates confusion and makes it difficult to follow up with leads in real time, especially when working from a mobile device. Since many responses and follow-ups are handled on the phone, this becomes a significant operational issue. To summarize: TikTok conversations show no messages on mobile Messages are visible on desktop only Some TikTok messages never reach the CRM at all This issue negatively impacts response time, lead management, and overall client communication. I kindly ask you to investigate this matter and provide a fix or clarification as soon as possible. Please let me know if you need additional examples, screen recordings, or account details to assist with troubleshooting. Thank you for your support. Best regards, Diana Panaghiu Sistematic CRM GoHighLevel Partner

This is disappointing.... I wanted to download names and addresses as a CSV file to mail-merge onto postcards and there is no option to separate the address field from the city, state zip. There should be a single ADDRESS line (just the number and street address) and not just ADDRESS (Full)

When creating a new task in a workflow I would like to style the task description using a rich text editor. In the Contacts view you are able to use a rich text editor for the description so it makes sense to have this option in the workflow. https://ideas.gohighlevel.com/contacts/p/ability-to-have-a-rich-text-field-for-task-descriptions

I can't find this logged anywhere, but since some of the changes to the Contacts UI, I'm unable to expand the textareas in the left panel. I've done a quick loom video to show: https://www.loom.com/share/b64b4e9327bd4201bbffb885c0306b7e It's got the corner lines to show it's expandable, but it's not functioning.

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.

See ticket 1830118 .

This is really problematic. Users who are generally the managers/employees in the ghl sub-account SHOULD NOT become contacts in the system. Having to make the user(manager/employee) a contact(lead/customer) in the system to track activity is really concerning, and I can't understand why this is not a huge issue for everybody. Because this scenario unfolds with sample of following users user(manager 1) user(manager 2) user(employee 1) user(employee 2) user(employee 3) A contact passes through an automation and say the automation notifies user(manager 1) about a contacts behaviour/action using the internal email notification action. user(manager 1) now becomes a contact(lead/customer) in the system and gets the notification email. Now later on when user(manager 2) sends an email to user(manager 1) all the users(employees) can now read this email !! (manager 2) could be emailing (manager 1) about discussing the possibility of raising a disciplinary issue with one of the employees and now everyone sees this email!!! Or (manager 1) sends a financial report to (manager 2) everybody gets to read it! (I appreciate you can make users at the employee level data visibility scope only assigned data but that silos everybody) Is there anyway you can put in the necessary tracking of user actions without having to make the user a contact(customer/lead)? This is causing a real headache - if it cant be resolved we might just have to go the 'view only assigned data' option for all users.

There is no way to clear out the contact custom fields with dropdown boxes and leave them empty. Previously, I was able to select the option that was already saved to the contact, and it would remove that selection so that the field was empty.