Additional Contact Fields on Quick-add Contact Form
under review
S
Shawn Moser
When using the shortcut icon to add a contact it basically only allows for name, phone, and email then if you want to add address or anything else you have to save the contact then go find them in contacts to open and add additional contact info. Give option in add contact form to add additional contact info or a button that says "save and add more info" that opens the contact record automatically.
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P
Pallavi Kothari
Merged in a post:
Add option to fill in address when manually adding contacts with + sign in contact section
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Tony Martinez
Add option to fill in address when manually adding contacts with + sign in contact section
P
Pallavi Kothari
Merged in a post:
Ability to customize the "pop up" or "card" that appears when adding a new contact.
P
Paloma Valencia
We should be able to customize which fields appear when adding a new contact to ensure that your team is collecting the most prevalent information for its particular organization/business.
P
Pallavi Kothari
Merged in a post:
Customize Create Contact Window
K
King A
It would be easier if GHL let users have the ability to customize this window so that we can add our own custom fields and fill everything at once.
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Pallavi Kothari
Merged in a post:
Be able to enter business name when creating new contact
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Lucas Fassbender
Right now, you only see first and last name when creating a new contact in CRM. Would be sweet if we could just enter business name right away instead of manual workaround
HIGHLVL-I-4012
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Pallavi Kothari
Merged in a post:
Customize New Contact pop up
B
Brian Cardenas
It would be extremely helpful to have the ability to customize what fields and order appear on the add new contact pop up window. Right now I have to create a webform to enter new leads and trigger automations.
P
Pallavi Kothari
Merged in a post:
More fields when manually adding a contact
M
Michael Athens
As far as I can see the only way to manually add a contact (via either the lighting bolt at the top left or the "+" on the Contacts page) and it only allows you to add the name, email, phone, contact type, and time zone.
I would love for it to have every field I have for a created contact, but at a minimum I would want this to have Company, tags, automations, and opportunities. Or even just take you to the new contacts page after entering in the current info available so you can fill in the rest.
Currently I have to add the first info then either search the client, or go to the contacts page and click on the contact before I can add the rest of the pertinent info.
P
Pallavi Kothari
Merged in a post:
Add a Tag When Adding Single Contact
R
Roy Tucker
Add a Tag When Adding Single Contact. Now, have to create the contact then go back and add the tag.
HIGHLVL-I-1049
P
Pallavi Kothari
Merged in a post:
Ability to add other fields when creating a contact manually
J
Justin Farmer
As of right now, if you create a contact manually, you only have a few fields available to fill out: First/Last Name, Email, Phone, Type, TZ.
I propose that this layout (or page) changes to include the other important things about a contact, such as physical address, contact source, and include the ability to add tags.
Here's why:
Let's say you have an automation setup to add a newly created contact to a Google Sheet. Only the basic information is going to be added when creating the contact manually, but the Google Sheet has many more columns that need to be populated (address/city/state/zipcode, birthday, source, custom fields, etc.)
The 'contact changed' automation trigger only runs for changes in Tags, Assigned user, DND, and Custom fields.
So, in order to use this, I have to tell clients to create the contact manually (which they already do), then go into the contact, fill in the rest of the info they want, then add a custom tag (let's say 'sync'), then their Google Sheet should be in-sync.
That's a pain and a time-killer.
P
Pallavi Kothari
Merged in a post:
Improved contact creation
S
Sebastian Anaya
Improve the contact creating UI. We can't even add tags or assign the contact when creating them
P
Pallavi Kothari
Merged in a post:
Manage which custom fields show up when adding a new contact
R
Randolph Love
We use the app to add new contacts when we are at networking events. The app only allows set custom fields, but we would like the ability to modify the selection. For instance, we would like to add a contact and include a note about the interaction within the add contact screen.
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