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Contacts

Find all duplicate contacts and then Merge

Merge all contact info of duplicate situation HIGHLVL-I-77

in progress

Be able to mass delete unused custom fields

Currently you can delete unused custom fields one at a time. However, there is a select option, but when you select multiple custom fields to delete, the delete function disappears and the only option is to move them into another folder (Contact Info, General Info or Additional Info) Surveys can get extremely cluttered when there are a lot of unnecessary custom fields (use case: loading a snapshot that has a lot of custom fields) It is time consuming to have to delete unused custom fields one at a time instead of a Bulk Delete.

planned

Prevent Overwrite of Existing Contact Information

When an existing contacts use different details submitted via a form or through a calendar link, it overwrites the original contact information. We’d like to improve this process so that instead of replacing the original information, the new details are added as an additional information to prevent data loss.

Detailed Opportunity View in Contact Record

Please enhance the opportunity view in contact records to display more details for each opportunity, showing more information about their deals beyond just opportunity stages. This will provide a clearer, more complete view of deal information, similar to other CRMs that support data visibility for each opportunity.

Custom Fields Grouping/Management

Ability to organize and manage custom fields for contacts, forms, & surveysWhen you're creating forms, or surveys, give us the ability to manage them either on the form/survey level and take them out of custom fields under the additional info inside of the contact.More flexibility and grouping/categories under Contact's Additional Info for fields. Something similar to folders that are already rolled out for triggers, and campaigns HIGHLVL-I-1441

under review

Show All Appointment Statuses in Contact Activity Section

Currently, only booked appointments appear in the "Activity" tab on contact records. It would be helpful to see all appointment statuses here including cancelled, rescheduled, and no-shows to get a complete view and easily track appointment history.

Bulk Edit Contacts

I would like to be able to edit a contact field that belongs to a group of contacts at one time. For example, if I filter my contacts to all contacts who have a zip code = "40207" that may be 200 contacts. I now want to be able to change their "City" field to "Louisville" in one fell swoop. I cannot seem to accomplish this right now which is driving me batty and will require me to edit each contact individually OR do it in Excel and then re-import the contacts. Blech :-D HIGHLVL-I-1816

under review

DND Incoming needs to be available in workflows. And there needs to be an easier to mark calls as SPAM

There needs to better way to mark calls as spam in the mobile app. Right now it take 6-7 taps just to check the DND incoming box, then a couple more to delete that contact. Spammers crawl google maps for numbers then robodial the businesses. This creates a contact in the CRM and marking that call as spam and deleting that contact on mobile is too cumbersome.

Enable/Disable Email 2 Way Sync Per Sub Account

The ability to enable or disable 2 way sync when a user is a team member in multiple sub accounts. I have users how manage other users, and their emails sync into their users they manage accounts. This can create problems.

CRM Assign one owner in bulk action

CRM, select more than one name to change the assigned owner for these contacts. Other CRM platforms have this simply important option. Please update this future as soon as possible.

planned

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