Contacts

Subaccount Logo Display

Subaccount logo display on the top left of their account

Assign Followers Automatically

I just spoke with Marty we've discussed how good it would be if we could assign a follower automatically to a contact and not manually. That would be good for example when a lead go to a stage of closing a sale, the setter of the appointment could see what the salesperson is talking to the lead and check the outcome... I know this Followers feature is only on the labs, but it would be great to see it going live with the automation working!

in progress

Ability to Add/Change Picture of Contact

Ability to Add/Change picture of contact once created. After creating contact you are not able to edit picture or logo.

upcoming

Show who changed pipeline stages on contact whether its a user or workflow.

We have employees and workflows that fire opportunity changes for multiple reasons, however due to human error and system errors, I would like to be able to see who changed the opportunity itself. Showing in the contact card somewhere in the section in the image would be great for tracking.

Find all duplicate contacts and then Merge

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

under review

Adding Customizable fields for Family of Contact

Currently I find it frustrating that I cannot add family members to be under a main contact. For any business that provides service it is imperative that we can keep track of family members and their info. I want to be able to record family members, phone nbr, their school, age & birthdate. For instance I like to send birthday greetings to all my kids and need to be able to search database for everyone who has a birthday this week. Adding the ability to have sub-contacts with searchable information would greatly enhance GHL.

Linking contacts together for quick reference. I.e a husband and wife.

This would be useful to move between relevant contacts more efficiently. In the same way there is a linked opportunity for the client. Have a field just under opportunities. And it auto fills when you type the desired contact from the contacts list. HIGHLVL-I-2069

under review

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.

under review

Add "Website URL" As Custom Field Type

Please add 'Website URL' as a custom field type for contacts and companies. Use case: being able to click on links from a contact or company record to external links (social media pages, 3rd party systems, Google Drive / Dropbox links etc)

under review

When sending contacts out of HL, it would be incredibly beneficial to not only include the fields but also the notes. Right now the only alternative is to create a custom field called "notes". HIGHLVL-I-1930

under review

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