Contacts

Summary: Add the ability to open a structured, popup or expanded-view data entry form directly within an existing contact record that writes to contact custom fields. -- OR. Extending the customizable CENTER UI portion to include custom fields would remove the requirement for a popup form for data entry. The Problem: The current left sidebar in the contact record is narrow and requires CSRs to scroll through a long, single-column list of fields. For teams that need to capture structured intake information during a live interaction with a contact, this creates a slow, error-prone experience. Notes are unstructured, and navigating away from the contact record to other tools breaks the workflow. The Request: Allow admins to configure an internal form or — using add custom contact fields to the customizable UI Center section. You can already add other sections to the center. Why not custom fields. Key Capabilities Needed: Trigger the form from within an existing contact record OR allow custom fields to the center UI Section. Use Case: Law firm CSRs conducting new client intake over the phone need a clean, structured form to capture case-relevant information in real time while inside the contact record.

I need to filter successful payments from contacts in a specific time range. After reviewing this with support, they confirm it is not possible. I'm trying to do a workaround, which is to export from the transactions tab inside Payments, clean up this list to add a tag, and then import it back inside Contacts. I'm encountering several obstacles doing it this way. This should NOT be this complicated.

Summary: Enable inline editing of contact fields directly within the Contact List and Smartlist table views, allowing users to update field values without navigating into individual contact records. Current Behavior: When using Smartlists with customized column views (via Manage Fields), all displayed data is read-only within the list. To update any field — whether a standard contact field or a custom field — users must open each contact record individually, locate the field, make the edit, and return to the list. When managing large lists with many contacts, this creates significant friction and inefficiency. Requested Behavior: Allow users to click directly on a field value within the Smartlist or Contact List table view to edit it inline — similar to how spreadsheet applications handle cell editing. This could be triggered by: A single or double-click on a cell value A small edit icon appearing on hover Supported field types should include: text, number, date, dropdown, radio select, checkbox, and other applicable custom field types. Use Case / Business Value: Users who build operational Smartlists (e.g., scheduling views, financial tracking, route management) often need to make quick, high-volume updates to custom fields across multiple contacts at once. Inline editing would eliminate the repetitive open-edit-save-back cycle, dramatically reducing time spent on routine data updates and improving overall workflow efficiency. Priority / Impact: High — particularly valuable for users leveraging Smartlists as operational dashboards with custom fields. [created by Ask Ai :-)]

Idea / Feature Request: I would like to request an improvement for contacts that have multiple phone numbers saved under one lead/contact record. Currently, when a lead has more than one phone number, the system can treat secondary numbers differently from the primary phone number. In some cases, when a user calls or receives activity from a secondary number, the CRM may create a new blank contact instead of linking the call, SMS, recording, or activity back to the original contact. This causes confusion because the new contact may only show the phone number, with no name, email, address, opportunity, notes, tags, or previous conversation history. The team then has to manually search, merge, or verify which contact the activity belongs to. Requested Feature: Please add better phone number mapping so that all phone numbers attached to a contact are recognized as part of the same contact record. For example, if a contact has: Primary phone number Secondary phone number Home number Work number The CRM should automatically recognize all of those numbers as belonging to the same contact. Any call, SMS, voicemail, recording, or activity connected to any of those numbers should be logged under the original contact, not create a new blank contact. Why This Is Important: This would help teams avoid duplicate contacts, missing call recordings, split conversation history, and confusion when managing leads with multiple phone numbers. It is especially important for industries like real estate, medical offices, home services, and sales teams where one lead may have multiple valid phone numbers. Suggested Functionality: Add mapping for all contact phone numbers, not only the primary phone field. Allow users to choose which saved number to call or text directly from the contact profile. Keep all call recordings, SMS conversations, voicemails, and call logs under the original contact. Prevent the system from creating a blank duplicate contact when the phone number already exists as a secondary number on another contact. Show a clear label for each number, such as Mobile, Home, Work, Spouse, Office, or Other. Allow workflows, triggers, and reporting to recognize secondary phone numbers as part of the same contact identity. Expected Result: If any phone number saved under a contact is used, the activity should stay connected to that same contact and opportunity. This will keep the CRM cleaner, reduce duplicate records, and help teams maintain accurate communication history.

Please add a feature that requires users to complete specific custom fields before they can change an Opportunity stage. Example: If a user moves an Opportunity to "Lost," they must fill in a required field such as "Loss Reason." If a user moves an Opportunity to another stage, they must complete any custom fields assigned to that stage. The stage change should be blocked until all required fields are completed. This feature would help ensure accurate data collection, improve reporting, and prevent users from changing stages without providing the necessary information.

Please add a native feature in GoHighLevel to mask clients' phone numbers and email addresses for non-admin users. Example: * Phone: +90 XXX XXX XX 45 Email: j **@ company.com Only authorized administrators should be able to view the full contact details. This masking should work in all areas of the CRM, including: * Contacts * Opportunities * Conversations * Smart Lists * Pipelines It should also work across all platforms: * Web App * Mobile App (iOS and Android) * Desktop App (Windows and macOS) This is an essential privacy and security feature that exists in many modern CRM systems and helps protect customer data, prevent staff from copying client information, and support compliance with GDPR, KVKK, and other privacy regulations. Please consider adding this as a standard built-in feature in GoHighLevel.

We need a secure way to hide or fully mask client phone numbers and email addresses from sales agents inside GoHighLevel, to prevent internal data leakage, unauthorized copying, and lead theft. Problem: Currently, sales agents can directly view: Full phone numbers Email addresses Copy contact data freely This creates a serious issue: Risk of lead theft Data leakage to competitors No control over sensitive patient/client information Compliance risks (especially for healthcare / medical businesses) 🎯 Requested Solution: We need a new permission-based feature that allows account admins to: Mask Contact Data (Basic Mode) Phone numbers shown as: +90 ** 42 Emails shown as: j***@gmail.com Copying disabled Agents can still: Click to call Click to email Use WhatsApp / SMS buttons Action-Only Mode (Preferred) Agents DO NOT see any raw contact data at all. Instead they see: 📞 “Call Client” button 📩 “Send Email” button 💬 “Send SMS / WhatsApp” System executes communication without revealing data. Permission-Based Reveal (Admin Controlled) “Reveal Contact Info” button Requires admin permission or password/OTP Every reveal action is logged: User who accessed it Time Reason Audit Logging (Required) Track: Calls initiated Emails sent Attempts to copy data Contact reveal events 🔐 Why This Is Important: This feature is critical for: Medical clinics & healthcare agencies High-value lead businesses Agencies with distributed sales teams GDPR / privacy compliance environments Preventing internal lead theft 🏥 Use Case: We run healthcare and medical tourism campaigns where each lead is extremely valuable. Agents should be able to work the lead without ever seeing raw personal contact data. 💡 Expected Outcome: Stronger data security Reduced internal fraud risk Better compliance Increased trust for enterprise clients using GHL

It would be very useful to be able to access the URLs of documents within a contact ID (in the “documents” section) via API. This is particularly important for our use case: in contact profiles, we upload client photos after treatments, and we need to have a daily overview of these images through an API-based dashboard. Currently, this is not possible. What we need is simply the ability to retrieve the image URL link via the API.

The New format as of late april 2026 is so much more clunky and unfriendly thatn the previous version. The drop down menu is definitely not preferred to seeing all of the options at once. Does any one know how to revert that back to a previous version? Begging.