When merging contacts, merge Activity feed and Conversations feed also
Today when we merge contact, we lose all the info that we didn't pick in the master record. This information is highly valuable. Please merge the contacts' activities and conversations feeds also.
Custom Values Folders
Would be nice to be able to organize custom values into folders.IE : Websites, Funnels, Clients, Leads, etc. based on how/where we're using said custom values. HIGHLVL-I-1820
Files uploaded to upload-file field should appear in contacts documents
The document management tool seems very limited by not automatically adding files added during form submission to the contact's document area. This should definitely happen without people having to take files from the from submission and upload them to the contact's document management area
Image/Document Upload from MOBILE
We need to have the ability to upload images / documents from the mobile app LeadConnector for our clients to upload customer photos when on job sites.
DateTime Custom Fields
Having a datetime custom fields will help us in any way. DateTime custom fields will have the ability to select timezone, can also be used as a trigger.
Turn Off All Automation on Holidays
PLEASE create a feature that will allow us to turn off all workflows on Holidays. Maybe a toggle to "Draft" all active workflows or a multiple date selector that we put in the days we are closed so workflows will not send anything out (Basically be drafted for that date). It looks REALLY bad if we forget to turn something off and send a sales message on Thanksgiving or Christmas. Thank you!
Find all duplicate contacts and then Merge
Merge all contact info of duplicate situation HIGHLVL-I-77
Add Delete Contact button to Single Contact view
There's a Delete for the Conversation, which to me is so odd, but the contact stays, as if a reset: Are you sure you want to delete this conversation forever? This cannot be undone. For a spam submission, for example, I want to click from the Conversation to the Contact and I want to delete the Contact from there without having to first go to the list of all Contacts and then find them and then Delete from the bulk list.
Search Custom Fields
At this time, you cannot search custom fields in the contacts section. This is very helpful if you create an alt phone field.