Contacts

It would be really great to just have highlighting on the icons in the Contact to flag that a Note exists for that contact. Or an appointment or Task etc. https://www.loom.com/share/ec022a8fa13d4d5a92d189ab3a0c9d25?sid=2d37bb4a-1889-424e-a597-5e7140812353

Ideally, we would be able to select whether we want "{{first}} {{last}}", or "{{last}}, {{first}}" on the contact list view. Bonus points if we can capitalize the last name. Ex: Right now, the full name shows up as "John Smith". My client would like it to display as "SMITH, John". Since this is a required field and we can't currently hide it, we'd like it to match the syntax they use elsewhere in their business.

It'd be great if we could pull in existing contact data into a form. This should be easy to do since the contact record has a unique contact ID already. For example, I can create a form with specific fields and dynamically embed a pull request via the contact record ID. This would automatically fill the form with the existing info of that contact record allowing them to edit or confirm that data and also I can them automate workflows based on their edits/inputs.

I have a team, and want to to be able to put an DDI extension on their email signatures, so the client can ring through the system directly to them.

Please add the ability to show select custom fields from the object record to display in the associations tab. It would look like cards with snapshot info of the object. SUPER helpful in day to day operations so that the user doesn't have to guess which object is which and go searching through the records for data. In example: A contact has an object record that is a financial policy product they purchased. The associations tab should show the object record with a select few custom fields that shows the premium, the monthly payment, etc.

Hey everyone, I wanted to share some feedback on a key feature that could significantly improve our workflow in GoHighLevel. https://www.loom.com/share/73cb64cf878c43c7bab324b2a779c3bf?sid=e7b91b30-0ec9-489c-9156-612858deef57 Right now, one of the biggest challenges I face is keeping track of leads and ensuring I follow up with them at the right time. In my current setup with Monday.com CRM, I can filter contacts by their task due dates—whether it's a past date or an upcoming follow-up—allowing me to manage my outreach efficiently. However, in GoHighLevel, this feature isn't available. If we could have task due dates appear in the contact section and allow filtering by past and current dates, it would be a game-changer. This would help us: ✅ Easily identify who needs to be contacted today ✅ Avoid calling leads who aren’t ready yet by updating their follow-up date ✅ Use a power dialer (like Wave) to automatically call only the right people ✅ Keep everything in GoHighLevel instead of switching between CRMs Additionally, if the due date could be visible in the Opportunities section, it would streamline our process even more. This would prevent unnecessary calls, reduce confusion, and ensure timely follow-ups without missing a beat. If GoHighLevel can implement this, it would be a huge help for those of us managing high-volume follow-ups. Let me know if anyone else feels the same!

Give an option to view all history data in the audit logs. If I have a contact that was updated outside of 60 days currently, I cannot tell which staff member made that update. This causes issues for reporting.

Unfortunately with the new notes update, GHL has removed the internal staff's name on the note - please bring it back!! We now have lost context to notes and will need to introduce a manual process for staff to add their name every time they write a note.

Being able to hide fields or properties because those offered by the system may not work for me and I can generate others to replace them

Required fields for creating contacts