Contact Activity Panel
under review
A
Amrit Dhanraaj
Hi all, When we drill into a contact the activity columb/tab on the right shows their digital footprint on the webpages. If it can include also all the emails they opened and clicked on things that would be amazing. Active Campaign already has that ability. Having that UX/UI I feel is mich needed to make the CRM/Contact managing component in GHL even better.
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P
Pallavi Kothari
Merged in a post:
Contact Internal Action History
B
Brandi Pate
Hey Guys! Love the platform but often times find myself needing this information and know others would benefit from this as well. It would be awesome if there was a way for you to access the internal action history per contact. Add it as another tab in the righthand menu fo the contacts profile. This would allow admins to see all changes made to a profile. For example tags add/ removed, workflows added / finished/ removed, etc and identify which user performed the action. Have it formated just like the workflow action history.
C
Cami Langston
It should also include Client Portal activity such as when they logged in.
J
JP Maroney
This tab is pretty much useless right now, but could be AMAZING!
We should see (LITERALLY) ALL activity related to the associated contact:
- Calls (inbound / outbound)
- SMS
- Emails
- Updates, changes, removals
- Pages visited (I get this is already happening)
- emails opened
It should essentially be a user friendly "audit log" that ALSO has the ability to FILTER what you see.
notifications unmonitored-address
I'm found this googling how how to accomplish. How is this CRM supposed to work if we can't add activity?
D
Dante Kelly
The ability to use an API to add contact behavior would be an absolute game changer. This is needed ASAP.
E
Eric Oliver
REALLY want this ability! This ability would allow us to use API to track contacts' behavior anywhere (as long as we could pass an event to the API). Tie this into your Zapier integration and then WOW would this become an insanely powerful CRM.
J
Jack Arturo
+1. At the moment we're looking into creating Notes over the API to track activity but it would be much better if we could add events to the activity feed directly.
N
Nate Griffith
It would be nice if activity tab showed all activity (notes, tasks, appointments, etc)
S
Steve Gubb
yes this is a must i really miss this coming over from pipedrive
H
Henry Gilliam [Agency]
Yes! This is the single most serious shortcoming of the CRM, if you are a sales person, or anyone dealing with customers and prospects. We need to see ALL types of activties integrated in one chronological timeline (sortable by most recent or oldest). Default should be All kinds of activities in timeline including: Activity (as currently shown), Tasks, Notes, Emails, SMS, and a new kind of user-generated activity so we can log phone calls and conversations, or visits, or documents sent, or sales, etc. I want my entire history with my customer on view at glance. Or to filter and see just the sales transactions, etc.
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