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Contacts

Add "Website URL" As Custom Field Type
Please add 'Website URL' as a custom field type for contacts and companies. Use case: being able to click on links from a contact or company record to external links (social media pages, 3rd party systems, Google Drive / Dropbox links etc)
73
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Enhancement
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complete
Make DOB field text OR date picker
The Contact Date of Birth field, as set up, we're finding impractical. When writing in a DOB from a phone call, the caller is rattling it off very quickly. It would be ideal to be able to enter text (that formats itself) OR use the date picker provided, and still maintain the automation functionality of the DOB field. HIGHLVL-I-2550
9
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complete
Missing Date Time Custom Field
Set Event Start Date is looking for a Date and Time Custom Field, but you can't even create a custom field of type Date/Time despite being asked for 2-3 years ago and being basic to all CRMs. https://www.loom.com/share/883e0160b45e46bbb08add9f5613c310
68
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complete
Look Up Field | Associating contact to other contact
Ability to associate contact to another contact.
3
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Enhancement
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complete
Color Coded TAGS
Common in other CRM's is the ability to color your tags so you can visually see the leads that are HOT if they are labeled with a HOT tag, it would be RED. Warm leads with a WARM tag cold be Orange, WATCH (longer term prospects) could be blue, for example. HIGHLVL-I-878
24
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complete
Search contact by last name, first name
With lots of contacts, one of my clients is having trouble finding when she searches by last name then tries to add first name. Ability to type in last name, first name would be a simple and helpful fix HIGHLVL-I-2506
1
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complete
[Company Records] "Companies" and "Contacts" Separate out
Currently you can add a company to a contact, however the problem comes when you have multiple contacts who work for a company. We have to add ALL of the company related fields repeatedly which is tedious! We should have a "Companies" tab under "Contacts" where we can add a company and all it's fields, then when we add a contact we can simply search from existing companies. This is basic functionality on ALL CRM out there. Please work on this 🙏. Thanks!! HIGHLVL-I-2809
26
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complete
Ability to search notes for key words
Useful for clients that use the notes section for their database. Easy to search an idea or key word. HIGHLVL-I-1074
29
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complete
Add Delete Contact button to Single Contact view
There's a Delete for the Conversation, which to me is so odd, but the contact stays, as if a reset: Are you sure you want to delete this conversation forever? This cannot be undone. For a spam submission, for example, I want to click from the Conversation to the Contact and I want to delete the Contact from there without having to first go to the list of all Contacts and then find them and then Delete from the bulk list.
28
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New Feature
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complete
Assign Followers Automatically
I just spoke with Marty we've discussed how good it would be if we could assign a follower automatically to a contact and not manually. That would be good for example when a lead go to a stage of closing a sale, the setter of the appointment could see what the salesperson is talking to the lead and check the outcome... I know this Followers feature is only on the labs, but it would be great to see it going live with the automation working!
64
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New Feature
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complete
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