Contacts

Allow Duplicate Contacts Only on Select List of Emails/Phone Numbers. In the setting "Allow Duplicate Contacts" Have a list where you could manually enter emails/phone numbers that would be allowed to duplicate. This would allow Office Admin to contact each of the sales people without having all the other users see the conversation.

Type: Usability Enhancement Priority: High (Daily Workflow Efficiency Impact) Summary Allow URL-type custom fields displayed in the left-side Contact Details panel to render as clickable hyperlinks, rather than plain text. This will significantly improve navigation, reduce time spent accessing external systems, and streamline operational workflows for all users who rely heavily on the Contact Record interface. Current Limitation The left-side contact panel: Displays URL custom field values as plain text only Does not allow HTML, buttons, or embedded hyperlinks Prevents direct access to important external resources Forces users to navigate to the “Custom Fields” tab or use custom buttons, which slows workflow and increases friction This panel is heavily used across CRM Connect (GHL) accounts and is the most natural location for quick actions. Proposed Enhancement Enable the left-side Contact Details panel to: Recognize URL-type custom fields automatically Render them as secure, clickable hyperlinks Support dynamic URL merging ({{contact.custom_field}}) Optionally allow target = _blank (open in new tab) No HTML editing is requested — simply auto-linking URLs. Why This Feature Matters Faster navigation Many organizations store: Client portal links Document viewer URLs Case or project management links External dashboards Shared folders Intake form results These need to be accessed while viewing the contact record, not after clicking into secondary tabs. Reduces workflow friction Users currently must: Switch to other tabs Scroll through large custom field lists -Create additional custom buttons even for simple links Clickable left-panel fields streamline day-to-day work dramatically. Zero security risk URL-type fields already render as clickable in other parts of the system (e.g., Additional Info → Custom Fields tab). Extending this rendering to the left-side panel maintains: The same sanitization The same security rules The same field controls There is no new HTML risk introduced. Aligns with modern CRM UX expectations Virtually all modern CRMs allow clickable URLs in their main contact summary panels (HubSpot, Salesforce, Zoho, Pipedrive, etc.). This feature is expected by users managing high-volume workflows. Implementation Suggestion Add a toggle in the custom field settings: “Render as clickable link in Contact Detail Panel” (default: off) This allows: Backward compatibility Per-field control Admin-level governance Expected Impact Significant time savings Clearer workflows for sales, onboarding, service, and support teams Reduced navigation complexity Higher adoption and user satisfaction Stronger alignment with enterprise and agency expectations Conclusion Enabling clickable URLs in the left-side Contact Details panel is a small but high-value usability enhancement that improves speed, reduces friction, and aligns CRM Connect with standard CRM UX behaviors. This minor modification would materially improve daily operations for thousands of users.

Ability to copy paste links into text/sms messages inside of each contact in contacts...

Allow for placing and then releasing or capturing holds on cards

People have both first and last names that contain more than 1 capital letter. For example, first names like JJ, AJ, RJ, and last names like McElroy, MacKeen, O'Brian, FitzGerald, etc. While the name shows up correctly, as input, inside the contact, these names revert to only the first letter being capitalized everywhere else in the system (Contacts page, any list that exported, etc). And any punctuation, like the apostrophe in O'Brian, disappears. I can't tell you how important it is to ensure client's names are spelled correctly. Your system is making me look bad - like I don't care if I spell their name correctly. And it's causing more work for me - I have to go double check every name whenever I export a list for mailing labels. PLEASE fix this asap. I love GHL and this feels like a quick fix that is critical. Thank you.

🔍 Summary Enhance the existing Contact Timeline to show a comprehensive, human-readable history of changes made to contact records, including custom fields, tags, and workflow actions—similar to CRM audit logs found in platforms like Salesforce, HubSpot, or Zoho. 🧩 Problem Currently, the timeline lacks the detail and granularity needed to: Troubleshoot automation behavior effectively Understand why or when a tag, field, or note was applied Audit what a user, automation, or integration changed Track the sequence of updates for complex workflows Ensure accountability and compliance for regulated industries Support teams and users are forced to piece together scattered breadcrumbs across workflows, execution logs, and timelines—if the data is available at all. 💡 Proposed Solution Redesign the Contact Timeline to include the following enhancements: Audit History of All Field Changes Show: Follow-Up Type changed from "2 weeks" to "1 month" by Workflow #1 – Follow-Up Log timestamps and source (manual/user, workflow, API, etc.) Support viewing previous values for custom fields, tags, and notes Workflow Execution Summaries Log when workflows run and what steps were executed: Workflow #1: Executed → Waited 14 days → Sent Email Reminder → Assigned Task → Tagged with followup_2weeks Provide visual links to jump to workflow logs directly Tag Addition & Removal Logs Clearly indicate: Tag followup_1week added by #1 – Follow-Up at 2025-11-27 14:32 UTC Tag followup_1week removed by #7 – Follow-Up Stop Trigger Search and Filter Options Filter by type of event (field change, task, note, tag) Search by user, workflow name, or keyword Timeline Collapse/Expand Sections Group events by date or event type Option to collapse repetitive system logs for clarity Printable/Auditable Export Allow CSV/PDF export of a contact’s timeline history for internal audits or compliance documentation ✅ Use Cases Automation Debugging When troubleshooting workflows, instantly see the cause and effect of each automation in one place Human Accountability Know which user or workflow modified key fields or triggered follow-ups Compliance / Legal Recordkeeping Retain and share history of contact changes over time (HIPAA, GDPR, etc.) Team Coordination Avoid duplicate outreach by seeing recent activities and task completions logged automatically 🛠 Technical Considerations Logging framework should track actor (user/workflow/API), timestamp, and old/new values Only show to users with appropriate permissions Optional: Allow custom workflows to write summary events into the timeline with tagging 🚦Priority Justification Directly improves transparency, usability, and debugging for all contact-based automations Essential for regulated industries (finance, healthcare, legal) Saves significant time for support teams and automation specialists Bridges the gap between GoHighLevel and enterprise-grade CRMs

Watch video: https://www.loom.com/share/62bb318f50ca4638b74f1099c37ba148 Description: When working with thousands of contacts, every extra click adds up, and right now, tagging contacts feels more clunky than it should. In this video, I show how the current tagging interface creates unnecessary friction: The tag search bar shifts positions I have to scroll unnecessarily to find or apply a tag The UI forces repetitive clicking just to apply a single tag Even with 100 contacts shown per page, the workflow is inefficient and time-consuming, especially for users managing large lists like mine (4,500+ contacts). Selecting all is not an option. This slows down tagging, automation setup, and contact management. Suggestion: Fix the positioning of the tag search bar so it stays in view Reduce scrolling and clicking by optimizing the tag selection UI

Watch here: https://www.loom.com/share/0e36e8b7cb6246edbb77126e8ae9f5e7 Tagging or adding bulk contacts to workflows is painfully slow when you’re capped at 100 contacts per page, especially if you’re working with thousands. In this video, I walk through the current limitations and suggest a simple yet powerful fix: let users choose the page size with greater options (e.g. 100 | 500 | 1,000 | Variable ) when managing contacts in Smart Lists. let users jump to specific pages without having to click Next repeatedly. This would make bulk tagging, triggering automations, or moving contacts way faster and less frustrating for users managing high volumes. A quick win that could massively improve UX for agencies and advanced users alike. If you’ve run into the same wall, please upvote and comment your support! Proposed Enhancement: Add page size control and greater navigation control to contact lists for faster bulk actions.

I would really like if there was a way to be able to collect information from a form or survey that could then be used to create multiple contacts all tied to the same company. It is not practical to make every person fill out a form individually.

The new UX is a nice update for the contact card, but I feel there should be a clearer way to create an appointment and/or opportunity from the individual contact page. I understand they are in the small icon sections to the right, but from my UX perspective it's an extra click when I feel it shouldn't be. I've had several clients confused about how to do this with the new update. The old way wasn't much better, but both opportunities and appointments are probably the lifeblood of most people's CRM system so why not make it as easy as possible to create these from the place most of us are spending our time on?