Contact Activity Panel
under review
A
Amrit Dhanraaj
Hi all, When we drill into a contact the activity columb/tab on the right shows their digital footprint on the webpages. If it can include also all the emails they opened and clicked on things that would be amazing. Active Campaign already has that ability. Having that UX/UI I feel is mich needed to make the CRM/Contact managing component in GHL even better.
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B
Brian Del Terzo
There’s a lot of room for improvement in the Contact View interface—both from a UI and UX standpoint.
I found this thread while trying to figure out if there’s a way to organize or customize the right-side panel, such as setting a default tab like Notes or Tasks.
I also saw some comments about email opens and engagement data, but I believe that’s displayed in the center section of the Contact Record view (though I’m not sure what that section is officially called either). This highlights the need for hoverable info icons or tooltips across the interface... quick, simple explanations for each section’s name and purpose would make it much easier to search for training or support.
On the left-side panel, it would be helpful to be able to Expand or collapse all folders organizing the available fields and the view could be more condensed (the current spacing between fields adds a lot of unnecessary scroll)
As for the right-side panel, the ability to pin important notes would be incredibly useful. This is a feature I’ve seen in other, and it’s great for keeping high-priority information immediately visible.
Also, the current placement of items like Actions, Client Portal access, DND channels, Tags, and Opportunity assignment... all of which live deep in the left panel, isn’t ideal. Perhaps these would be better suited as tabs in the right-side panel, where they could be much more accessible from the default Contact View. These are high-utility sections that should be easier to reach without excessive scrolling.
Small changes like these would make a huge difference in terms of usability, clarity, and efficiency, especially for power users managing a large volume of contacts.
P
Pallavi Kothari
Merged in a post:
Contact Internal Action History
B
Brandi Pate
Hey Guys! Love the platform but often times find myself needing this information and know others would benefit from this as well. It would be awesome if there was a way for you to access the internal action history per contact. Add it as another tab in the righthand menu fo the contacts profile. This would allow admins to see all changes made to a profile. For example tags add/ removed, workflows added / finished/ removed, etc and identify which user performed the action. Have it formated just like the workflow action history.
C
Cami Langston
It should also include Client Portal activity such as when they logged in.
K
Keith Besherse
Cami Langston, yes, https://ideas.gohighlevel.com/memberships/p/sort-by-login-in-membership
J
JP Maroney
This tab is pretty much useless right now, but could be AMAZING!
We should see (LITERALLY) ALL activity related to the associated contact:
- Calls (inbound / outbound)
- SMS
- Emails
- Updates, changes, removals
- Pages visited (I get this is already happening)
- emails opened
It should essentially be a user friendly "audit log" that ALSO has the ability to FILTER what you see.
notifications unmonitored-address
I'm found this googling how how to accomplish. How is this CRM supposed to work if we can't add activity?
K
Keith Besherse
notifications unmonitored-address, well, since you are an unmonitored address...you cannot!
D
Dante Kelly
The ability to use an API to add contact behavior would be an absolute game changer. This is needed ASAP.
E
Eric Oliver
REALLY want this ability! This ability would allow us to use API to track contacts' behavior anywhere (as long as we could pass an event to the API). Tie this into your Zapier integration and then WOW would this become an insanely powerful CRM.
J
Jack Arturo
+1. At the moment we're looking into creating Notes over the API to track activity but it would be much better if we could add events to the activity feed directly.
N
Nate Griffith
It would be nice if activity tab showed all activity (notes, tasks, appointments, etc)
S
Steve Gubb
yes this is a must i really miss this coming over from pipedrive
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