Contacts

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.

When merging contacts, also include linked (recurring) invoices. The current situation is that the merged old contact has been deleted and that recurring invoice appears to be linked to the old contact, but when you click on the contact, it no longer exists. The invoice will then not be issued and must be linked to the new merged contact again. This is all without error messages to the customer (subaccount user). He will only find out when it has gone wrong. And then it takes a lot of manual actions to fix this. Quick fix: Make a clear warning that future scheduled and recurring invoices are NOT included when merging contacts and that they must be manually linked again after merging so that sending the invoice does not fail. See also ticket #4821277.

When the custom field for numbers is in a form, and the user moves their mouse over the field, it automatically increments or decrements the number that they entered in the form without them realizing the value changed.

When setting up a My Staff User - User cannot see a specific shared smart list and admin can see global when only shared a specific list. We have limited there role also. we have multiple staff calling and only want them to see certain shared data to prevent duplicate calls and communications.

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)

At least when importing I see here that Monetary is spelled incorrectly

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.

When we search for contacts (via Conversation, Contacts, whatever) it ALWAYS seems to take 1-3 attempts of typing in the name to get the system to pull up their account. It's just frustrating after doing this 100's of times over the past few months. Can we look into fixing the search index?

Full Dev Ticket A (Product) — Bulk update a single field from Smart Lists is missing Classification: Feature Request / Improvement (possible regression if it existed before) Title: Contacts → Smart Lists: restore/enable “Bulk Actions → Update Field” for selected contacts in subaccounts Summary: User needs to bulk update one contact field for a filtered group of contacts inside a subaccount using Contacts → Smart Lists. The UI no longer shows an “Update Field” bulk action (or equivalent), so the user cannot complete a basic batch maintenance task. Impact: Affects: subaccount users doing list cleanup, segmentation prep, migrations, or workflow-ready field standardization Severity: High (forces manual edits or external workarounds) Frequency: whenever bulk field changes are needed Steps to Reproduce: In a subaccount, go to Contacts. Open Smart Lists. Apply filters to create a target list. Select contacts (checkboxes / select all). Open Bulk Actions (or the top action bar). Expected Result: A bulk action exists to update a single standard/custom field for all selected contacts (e.g., “Update Field”), allowing value entry + confirmation. Actual Result: The “Update Field” bulk update option is not present, and user cannot find a supported method to bulk update one field from Smart Lists. Evidence (from transcript): User: “I want to bulk update one field… I cannot see how to do that.” User: “This feature no longer exists.” Workarounds Tried: Attempted Smart Lists + Bulk Actions workflow; could not locate an update-field option. Suggested Fix / Acceptance Criteria: Add/restore a bulk action: Bulk Actions → Update Field (or equivalent) from Smart Lists / Contacts list. Works for standard + custom fields. Supports overwrite (set value) and ideally clear value. Confirmation dialog includes: number of contacts affected, field name, new value. Admin permission gating if needed (but feature exists for authorized roles). Priority Recommendation: P1 Because bulk update is a fundamental CRM operation and the absence creates significant manual effort and errors.

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.