Contacts

There is a field that shows the contact's time zone, but we can't see their local time. It'd be great to see what time it is for them before calling them.

What: When creating a note on a contact it would be really great to have the ability to add basic formatting like bullet lists, Indents, bold, underline, hyperlink, etc. Why: Allows us to use an Outline format to create more detailed notes that make sense. Sometimes it's really helpful to add a link in notes when referencing something for example Other Good Reasons I Stole From Expert Learners: Some items of information just are more important than others. Some items are subordinate to others, i.e., information tends to have a hierarchy that makes sense. The "look" of your notes should reflect that hierarchy. Notes in which every line begins at the left margin are very difficult to decipher, review, and learn from Bottom Line: HighLevel is awesome, this would make it just a little bit more awesome. P.s.How do you like the formatting of this idea description? See what I did there? ;-) HIGHLVL-I-674

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

Hi guys. I helped the UI team with the new Reporting UI/UX and it now looks amazing! Now that I see you guys are taking some steps to improve the Contact tabs and add Companies, I feel compelled to share this detailed video of what the Contacts page can look like if you guys redesign the UI. Check out the video with new mockups here https://tinyurl.com/yby9pmuc New UI can have the same or more information in a way that the screen is not so tight! All buttons and info are scattered all over and are easily missed by users.

The notes section for contacts is very limited to just texts. It would be easier to allow document uploads to contact notes. As well as the ability to upload photos

The new example data is an interesting idea. I understand and appreciate how it can help explain the functions. Please add sample conversations, notes, tasks, and calendar with appointments. But the samples create chaos in the account. Need an easy button to immediately remove all test data from the account including workflows, pipelines, social templates, etc once the demonstration/orientation is complete.

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

Currently we have to use a custom field to hold all the carriers we offer and then another one to hold every product we offer which is over 500. Some kind of dynamic dropdown system where if i put in something to dropdown A then dropdown B would filter and only show the products associated with that option that was selected in dropdown A.

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.

Problem: Currently, importing contacts (e.g., via CSV) into HighLevel presents challenges when a single contact has multiple phone numbers or email addresses that need specific labels (like "Mobile", "Work", "Home", "Personal"). The import process typically only maps to a primary phone/email field, or pushes additional entries into generic custom fields—losing the context provided by proper labels. This leads to: Manual cleanup and categorization post-import Higher risk of data entry errors Slower onboarding and contact migration workflows Proposed Solution: Enhance the contact import functionality to support mapping CSV columns directly to specific, labeled phone number and email address fields within HighLevel contact records. Specifically: During import field mapping: Allow users to assign columns like Work Phone or Email_Personal to labeled contact fields in HighLevel. Support for Standard Labels: - Phone Numbers: Mobile, Work, Home, Main, Landline, Fax, Other - Email Addresses: Personal, Work, Other Multiple entries per contact row: The system should support parsing and mapping multiple phone/email types for a single contact in one row. Example Use Case: A CSV file contains columns: FirstName , LastName , MobileNum , WorkPhone , HomeLandline , PersonalEmail , WorkEmail Mapping would look like: MobileNum → Phone (Mobile) WorkPhone → Phone (Work) HomeLandline → Phone (Home) or Phone (Landline) PersonalEmail → Email (Personal) WorkEmail → Email (Work) All in a single import process for one contact. Benefits: Time Savings: Minimizes or eliminates the need for post-import data cleanup. Accurate Data Organization: Contact methods are stored with the correct context and labels from the beginning. Enhanced Segmentation & Automation: Enables precise targeting—e.g., SMS to Mobile numbers, campaigns to Work emails. Streamlined CRM Migrations: Eases the transition from platforms that support labeled contact methods. Improved Usability: More intuitive contact records and better data hygiene across the platform. This feature would be a major improvement for teams managing detailed contact data and running high-volume imports or migrations.