Contacts

The standard for IOS & Android Export Contacts is VCF; currently, only CSV is allowed

🚨 Feature Request: "Last Manual Email Sent" Date Field for Contacts The Problem: There is currently no way to track when a user last manually sent an email to a contact. Workflow email triggers only fire for automated emails — manual emails sent from the conversation view are completely invisible to automations and reporting. This creates a major blind spot in sales activity tracking. Why This Matters: Sales teams rely on manual, personal emails as their primary outreach tool. Without knowing when a rep last manually emailed a contact, there's no way to: Identify contacts that have gone cold and need follow-up Hold reps accountable for outreach activity Build re-engagement automations based on email inactivity Accurately measure sales touchpoints per contact What We're Asking For: A native "Last Manual Email Sent" date/time field that auto-updates on the contact record whenever a user sends a manual email from the conversation view A corresponding workflow trigger — "Manual Email Sent" — so automations can fire based on this event Visibility of this field in smart list filters, contact views, and reporting The Impact: This single field would unlock smarter follow-up automation, better sales rep accountability, and more accurate contact engagement tracking — without any manual effort from the team. This is table-stakes functionality for any sales-focused CRM and would significantly improve how teams manage outbound communication. Please prioritize! 🙏

Would love to be able to copy/paste a URL to pull information into GHL and create a contact.

Currently, HighLevel automatically replaces the contact’s existing first and last name with their Instagram username. This creates significant issues in maintaining accurate and professional contact records. Many of our contacts already exist in the CRM with their real names from forms, bookings, or previous conversations. Overwriting names with Instagram handles (often unprofessional or unclear) disrupts our database integrity. It creates confusion for follow-ups, automation, and personalized communication. It requires manual correction, which becomes time-consuming at scale. Please add a setting that allows users to: 1) Disable automatic overwriting of contact names from Instagram usernames, OR 2) Only populate the username if the contact name fields are empty As a business owner managing leads across multiple channels (forms, bookings, social media), I need consistent and accurate contact data. Instagram should enhance the contact record, not overwrite verified information. This change would significantly improve CRM reliability and reduce manual cleanup for many users relying on Instagram for lead generation.

It would be handy to be able to lock custom contact fields that are automated by workflows. I've got about three custom fields that I actually want users to touch (whether someone is verified for entry to a club, who verified them and whether they're currently checked in. Everything else is automated and I want users to be able to see the info but not edit it.

Within the "Companies" record I have duplicate records and need to be able to select more than one company and merge records. It would be nice to edit records within the columns, opposed to having to open the record and edit the field.

Currently, the platform has no way to distinguish between a message sent manually by a team member and one sent automatically via a workflow or campaign. Last Activity, Email Events, and Outbound Message triggers all fire for both. This makes it impossible to automatically tag, segment, or filter contacts based on whether a real human has personally reached out to them. We'd like a dedicated trigger and Smart List filter — "Manual Message Sent by User" — that fires exclusively when a team member sends a message directly from the conversation view, separate from any automation. This would unlock powerful segmentation, allowing teams to identify contacts who have only ever received automated outreach and prioritise them for genuine personal follow-up.

Currently, the platform has no way to distinguish between a message sent manually by a team member and one sent automatically via a workflow or campaign. Last Activity, Email Events, and Outbound Message triggers all fire for both. This makes it impossible to automatically tag, segment, or filter contacts based on whether a real human has personally reached out to them. We'd like a dedicated trigger and Smart List filter — "Manual Message Sent by User" — that fires exclusively when a team member sends a message directly from the conversation view, separate from any automation. This would unlock powerful segmentation, allowing teams to identify contacts who have only ever received automated outreach and prioritise them for genuine personal follow-up.

In Conversation view, the banner says the DND was Enabled for All Channels when it was not. See this Loom: https://www.loom.com/share/578399458cf0460b8a214fc6c3018303

When a user manually creates a new contact inside HighLevel, there should be an option to automatically assign the contact owner to the same user who created it. Right now, if a salesperson manually adds a contact, ownership has to be assigned in a separate step or handled through a workaround workflow. That adds friction and creates room for missed ownership, especially in B2B sales environments where reps are creating contacts directly during prospecting and account research. Requested behavior: Add a setting such as: “On manual contact creation, assign Contact Owner to the logged-in user who created the record.”