Conversations

I think it would be cool to have a filtration in the conversations tab similar to how you can filter in the contacts tab by pipeline, pipeline stage, tags, user, etc... HIGHLVL-I-2725

Can we add this into the conversations? This will help solve contacts that are spams. If they are marked as spam then all their future correspondence including SMS, emails, and calls are filtered. By filtered: calls will not ring on our end, emails and sms will not show on the conversations tab but will be kept on the contacts hidden for database purposes.

For example, an email needs to be forwarded to contractor in a one off situation. There is currently no option to forward an email manually in conversations.

As an agency owner and active daily user of the Conversations tab, it would greatly improve efficiency and consistency if I could set a default font family and size for all outgoing messages (emails, SMS, etc.). Currently, I have to manually adjust the font for each email reply to maintain my branding and readability standards. This becomes time-consuming, especially when managing multiple client conversations per day. Requested Functionality: Ability to select and save a default font style and size in Settings > Conversations. All outgoing messages would then use this font by default unless manually changed. Optional override per message should remain available. Benefits: Saves time Ensures brand consistency Reduces user error Improves user experience for both sender and recipient Example use case: Every email I send from the Conversations module should default to Open Sans, 14pt, without needing to adjust formatting each time.

The clients and ourselves shouldn't need to open and refresh the "conversations" from the left side menu to check if there are unread messages. Next to conversations it would be great if there could be a number highlighting either how many unread messages you have or that you currently have unread messages, so to prompt you to go in there. This is a very basic feature for any platform that has conversations or messages so hopefully the team at GHL agrees :) See my beautiful picture, handdrawn.

Allow sync to email services besides Gmail and Outlook. Many businesses use email providers other than those two, so this seems pretty important.

I often need to locate images that have been sent/received and are in the messaging feed It is often very inefficient having to scroll all the way up (repeatedly clicking "Fetch older messages") through the message feed to locate relevant images. It would be very useful to have a tab on the right side (to be included where we currently have activity, tasks, notes, appointments, documents, payments and association) which just contains images and videos (media) that have been sent/received.

I just lost an affiliate client to this feature. There are two parts to this request. Make it clear upfront in the marketing and in the dashboard that Outlook users with custom domains must set up MX records for conversations to work properly. Simply using the default Leadconnector domain only allows outgoing emails. It took us 4 weeks to learn we had to do this just to get replies to come into the conversations tab. The conversations tab needs to be able to accept inbound emails from leads. This works fine with the Gmail integration, but does not work with the Outlook integration. For my client, whose company uses Outlook, this was a dealbreaker, since for him, the CRM was the thing he needed most. We didn't discover this until yesterday (6 weeks after signing up), and that's when he asked for a refund. There was also another issue where every time he sent an outgoing email, it would be "unsuccessful". Reconnecting the Outlook account didn't resolve this. But clicking the little red arrow every time did. However, because of his laptop screen size, the sent messages were above the fold of the email composer, so he couldn't see that his emails weren't going out until he checked back later, wondering why his customers weren't receiving his emails (see screenshot). This unsyncing issue may also have impacted the ability for conversations to function appropriately. I also notice there's a 3MB limit on attachments and larger attachments would prevent syncing. We didn't get far enough for him to send attachments, but this would have been another obstacle to his success since he sends image-heavy product PDFs to his clients that are larger than that size as part of his sales process. I know everyone here is doing their best. I'd love to see this worked out since a lot of folks in my audience use Outlook, and I wouldn't feel comfortable selling this to them until it's sorted out. I hope this is helpful!

Many bulk email platforms have a "subscription center" that people are taken to when unsubscribing. It lets the subscriber choose which campaigns to unsubscribe from, or system emails, or all. Right now it's a very aggressive DND option which leads to a lot of unintentional unsubscribes from things they still wanted such as invoices and appointment alerts etc.

When emailing a contact via the HL UI, the FROM email address should always default to the email address specified in that account's Setting > Email Services configuration. Failing to do so is irrational, as defaulting to sending FROM the email address assigned to the currently logged-in user means SMTP authentication will fail, except in rare instances where it just so happens the currently logged-in user has the exact same email address as the one specified in Settings > Email Services. This is particularly egregious when one has an Agency with many subaccounts, all of whom are for different users. Example: Say my name is Bob Smith, email bob@smith.com , and I log into my account as an Agency admin. I have subaccounts for different staff members: Jim Johnson, jim@johnson.com , and Kevin Nations, kevin@nations.com . Each one of these users wants to communicate with their contacts using their own email address, so SMTP auth for each account is of course set up to use their respective email address (and, of course, their address will be used 95% of the time, since they will be the ones using the account). Because HL is configured illogically in-regards contact email FROM settings, every time I go to a specific subaccount, and attempt to send a contact an email, HL defaults to sending from bob@smith.com , my email, instead of jim@johnson.com , the email configured in Settings > Email Services.. So every single email I send to a contact on Jim Johnson's account, I have to edit the FROM field every single time. And every other user has to do the exact same thing any time they access any other subaccount that isn't their own.