CRM

Please make desktop pop up notifications, preferably with sound. Silent notifications on desktop are practically worthless.

Set Event Start Date is looking for a Date and Time Custom Field, but you can't even create a custom field of type Date/Time despite being asked for 2-3 years ago and being basic to all CRMs. https://www.loom.com/share/883e0160b45e46bbb08add9f5613c310

For our clients, when thinking of a CRM a helpdesk / ticking feature would help make GHL a full service CRM System similar to Hubspot. HIGHLVL-I-2584

Would be great to have the native ability to send iMessages in CRM without needing a third party app that costs $1000/mo. iMessage increases response rates 2x and would be a great way for GHL to bring in additional revenue. Could charge agencies or subaccounts per line to add on the service.

We would like to request the addition of a feature that allows users to attach files or images directly within the Notes section of Opportunities in the GoHighLevel CRM system. Currently, users can only add text-based notes to their opportunities, but there are situations where attaching images or documents (such as contracts, images, invoices, or screenshots) directly to a note would greatly enhance the workflow and improve efficiency. This feature would allow for more comprehensive documentation within opportunities, helping users keep all relevant materials tied to a specific opportunity in one place. This addition would be particularly beneficial for sales teams and account managers who need to reference supporting documents while working with clients or prospects. Use Cases: Sales teams can attach product images, proposals, or contracts to a note for future reference during follow-up conversations. Customer support teams can attach screenshots of user issues to better track and resolve problems. Project management teams can upload project documents, images, and other resources directly into the opportunity's notes to maintain a clear record of all project stages and client communications. Proposed Solution: Add a button or drag-and-drop area within the Notes section for file and image uploads. Support for common file formats such as PDFs, Word documents, and image files (JPEG, PNG). Display attached files/images in a preview format within the note, with the option to download or open them. Ensure attachments are linked to the specific Opportunity and remain accessible as long as the Opportunity is active in the system. Benefits: Streamlined workflow with fewer steps required to access critical documents or images. Improved record-keeping by centralizing important materials under each Opportunity. Enhanced collaboration and communication within teams, as all documents related to an Opportunity are easily accessible.

To develop an intuitive and efficient time registration system that integrates seamlessly into the daily workflow of employees, while providing advanced features for administrators to manage time entries, generate reports, and maintain data integrity. ✅ Time Registration and Management: ➕ Implement a user-friendly interface for employees to log working hours, overtime, materials, driving, and expenses. ➕ Provide options for employees to input time details such as start and end times, total hours worked, and lunch breaks. ➕ Include a reminder system to notify employees to complete their time entries before they are locked or deleted. ✅ Customization Options: ➕ Allow administrators to configure the system to require project association, task descriptions, and work type during time entry. ➕ Implement a system to restrict editing or deletion of time entries after a specified period (e.g., after 1 day). ✅ Advanced Time Tracking: ➕ Include features for quick time entry, such as automatic lunch breaks and fast-fill options for recurring entries. ➕ Provide the ability to set deadlines and enforce content requirements for time entries. Allow administrators to approve and lock time entries to prevent further modifications. ✅ Reporting and Data Export: ➕ Develop a reporting module that allows users to generate detailed reports based on selected criteria (e.g., date range, employee, project). ➕ Include filtering options within the report generation to refine data as per client needs. ➕ Enable the ability to download reports in various formats and send them directly via email from the mobile application. ✅ Additional Requirements: ➕ Mobile Compatibility: Ensure all features are fully functional on mobile devices, with an emphasis on ease of use for field workers.

I often have four or five tabs open with a different sub account each. Currently the page tabs all say the same name, GrowthAmp, the WL name we gave the software, but it would be nice to see the name of the sub account in the tab to make it easy to know which tab corresponds with which sub account.

It would be awesome to get LinkedIn connection requests and messaging as a feature in workflows.