Contact Fields and Folders inside the Mobile App
in progress
K
Kalel - REI Reply
Add the ability to view and customize all the contact/custom fields and folders inside the mobile app. Right now, it only shows the fields of 4 folders, so I have to check the desktop version to get the other contact data.
Log In
U
Urvash Singh
Merged in a post:
Custom Fields/Folders Available On App
J
Jeremy Rupp
Currently the app doesn't show the folders that are created to organize the custom fields for a particular contact.
U
Urvash Singh
in progress
M
Manon Gagnon
This is essential. What's the point of having custom fields if they're not visible in the application? My project has to be put on ice because of this major problem
L
Lachlan Boys
Manon Gagnon - I am basically in the exact same boat
C
Chad Denke
Yes, this is a must. It drives me crazy. I have a million custom fields that are impossible to find in the app.
U
Urvash Singh
planned
C
Chad Denke
Urvash Singh How far out do you think it will be?
M
Melissa Snyder
Urvash Singh will this include the ability to select a custom field from a list when composing an sms?
S
Sandra Bermudez
Urvash Singh Do we have an update as too when this will be fixed?
U
Urvash Singh
Merged in a post:
Contact field customizations on Desktop app mirrored in Mobile App
T
Travis Jones
Currently contact fields can't be customized in the mobile app. HighLevel only allows contact field order and folder customizations in the Desktop app. EVERY SINGLE USER expects that contact field customizations in one place show up in the other place. This is the most basic of CRM functionality.
If the user is a plumber, the fields they need to reflect what is pertinent to a plumber: address, what the job type is, etc. Currently there's no way to bring the address associated with the contact to the top of the page. Instead, screen real estate is wasted on fields like "Date of Birth" and "DND", which are very low relevance and a waste of screen real estate.
This is basic basic functionality. I'm frankly shocked this isn't available. Seems to evidence that the mobile app is really neglected.
T
Travis Jones
This is critical functionality. Hard to imagine this hasn't been implemented already.
K
Kira McClenaghan
Just learned I can make custom folders in the contact details - bummed to find out its useless on mobile ): Sales & Marketing
P
Paige Battcher
This seems like something that more people should be interested in.
O
Oscar Solares
This should not only allow for visibility but also the ability to edit fields like dates and times...this would make sales reps on the field super happy and much more efficient
Load More
→