Contact Activity Panel
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.
Log In
M
Micah Schmidt
I have a client that wants to track when their sales agents last added a note but this does not count as activity. Maybe you could filter between types of activty like (marketing vs something else) where it tracks the normal form submission, survey submitted, purchases, but also sent sms, or sent email, or open sms or email, or note added, call made, etc.)
N
Nate Griffith
Anyone else notice form submissions on the activity tab are sometimes associated with the wrong contact?
We have two categories of forms we use with GHL
External, customer facing forms:
- these forms are on our website and used by the customer to express interest in our services
Internal, staff facing forms:
- these forms are used by staff. Our team always fills out this internal form when speaking to a new client and we ask them for demographic info and pre-qualifying questions to make sure they are a good fit for our business
We are noticing these internal forms are sometimes associated with the wrong contact... for example we fill out an internal form for Jim but the form shows up in Mary's contact activity panel... and not Jim's contact activity panel
My theory:
- I'll clarify by saying that i'm still a little unfamiliar with how GHL actually tracks the acticvity tab (IP address, cookies etc..)
- however, i think because staff is submitting a form for multiple clients on their computer it confuses GHL and that is why the forms are sometimes not associated with the right contact
K
Keith Besherse
Ability to expand the right side drawer to 1/2 or 3/4 screen would be helpful.
With the new UI the Add Contact modal is a narrow band on the edge of my screen. Same if I am using it to view Activities, Tasks, Notes, Associations, Documents, etc. When I am doing those actions I am rarely also needing access to the entire conversation thread. Thank you.
R
Rakhi Laddar
marked this post as
open
K
Keith Besherse
Rakhi Laddar, wonderful. Thank you.
R
Rakhi Laddar
Merged in a post:
Email statistics
S
Stefan A
Is there a way to get the statistics that there are in a workflow with emails delivered in each contact that received an email ? I would like to see that information in each contact under 'Activity'
HIGHLVL-I-7134
E
Editha Rodriguez
Who can I contact about my membership?
B
Brian Del Terzo (AiDR)
There’s a lot of room for improvement in the Contact View interface—both from a UI and UX standpoint.
I found this thread while trying to figure out if there’s a way to organize or customize the right-side panel, such as setting a default tab like Notes or Tasks.
I also saw some comments about email opens and engagement data, but I believe that’s displayed in the center section of the Contact Record view (though I’m not sure what that section is officially called either). This highlights the need for hoverable info icons or tooltips across the interface... quick, simple explanations for each section’s name and purpose would make it much easier to search for training or support.
On the left-side panel, it would be helpful to be able to Expand or collapse all folders organizing the available fields and the view could be more condensed (the current spacing between fields adds a lot of unnecessary scroll)
As for the right-side panel, the ability to pin important notes would be incredibly useful. This is a feature I’ve seen in other, and it’s great for keeping high-priority information immediately visible.
Also, the current placement of items like Actions, Client Portal access, DND channels, Tags, and Opportunity assignment... all of which live deep in the left panel, isn’t ideal. Perhaps these would be better suited as tabs in the right-side panel, where they could be much more accessible from the default Contact View. These are high-utility sections that should be easier to reach without excessive scrolling.
Small changes like these would make a huge difference in terms of usability, clarity, and efficiency, especially for power users managing a large volume of contacts.
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.
K
Keith Besherse
Cami Langston, yes, https://ideas.gohighlevel.com/memberships/p/sort-by-login-in-membership
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.
Load More
→