CRM

Hi HighLevel Team, I’m currently building production templates using Custom Objects and Object-Based Workflows (Beta) and have run into a limitation that affects real-world usability. Current behavior: In object-based workflows (e.g. Enrollment-based workflows), the custom variable picker only exposes fields on the triggering object. Fields from associated custom objects (e.g. Student, Program) are not available in the variable picker, even though the associations are properly configured and usable elsewhere in the UI. Impact: This prevents common, expected use cases such as: Auto-naming records using associated object fields (e.g. Student Name – Program Name) Building dynamic notifications that reference related object data Creating clean, automated workflows without brittle workarounds or manual steps Requested enhancement: Expose associated custom object fields in the workflow variable picker for object-based workflows, similar to how related Contact / Opportunity fields are accessible in legacy workflows. Ideally: Associated objects appear in the variable picker Fields are scoped to valid associations This would significantly improve adoption of Custom Objects and allow builders to ship cleaner, safer automation without relying on manual naming or external systems.

I’m actively building systems using Custom Objects and Object-Based Workflows (Beta) and wanted to submit a feature request related to number fields. Current behavior: In object-based workflows, when updating a Number custom field (including on associated records), the workflow action only allows setting a static value or inserting a variable. There is currently no option to: increment decrement perform basic arithmetic (e.g. +1 / −1) This applies even when updating number fields on associated custom object records. Impact: This limitation makes it impossible to support common real-world use cases such as: Tracking counts of associated records (e.g. active enrollments per student) Maintaining balances or totals without external systems Enforcing “ANY / ALL” logic patterns when aggregation is not available As a result, builders are forced to choose between: unsafe temporary state changes, or manual processes that reduce automation value Requested enhancement: Allow object-based workflow actions to support basic arithmetic operations on Number fields, such as: Increase by X Decrease by X Set value using simple expressions This could be scoped initially to: Number fields only Object-based workflows (Beta) Same-record or associated-record updates Even limited support (e.g. increment/decrement by 1) would unlock many important automation patterns and significantly improve the viability of Custom Objects for production use.

Please add formatting - at leas line breaks / paragraphs in multiline custom values

Pin a specific note to the top. Would be great to have an easily accessible note at the top of the notes list to include links associated with the contact or opportunity, as urls are not clickable in custom fields.

With new integrations for iMessage, is it possible for GHL to universally change SMS texts to the color Green (like on the phone) and iMessage integrations Blue. Right now both are SMS and iMessage are Blue so very difficult to differentiate between clients.

I am going to cancel my subscription because there seems to be no way to get a sound notification with the lead connector mobile app. It is great that all my communications are on one platform, but if I have no idea I am getting a message it is completely worthless. I cant just keep manually checking my conversations tab in the app there needs to be a sound notification.

Right now there isn't a way to really print out conversations. Every email platform has a feature that allows you to print out the thread in case you have to use it in court or something like that. We need that kind of functionality within GHL as well since some of us use it for all communications. Right now we have to take a million screenshots which looks unprofessional.

We propose to add a feature to integrate multiple email accounts into the CRM and associate them with specific team members. Each employee could then access their emails directly from the CRM, view received messages, and manage customer interactions centrally. This improvement would facilitate the tracking of exchanges, improve collaboration, and strengthen team efficiency.

The ability to create custom field type of Name or Address. Currently you have to create a single line text. When you do this they don't react as a name or an address.

It would be nice to be able to attach a photo or document to the notes. for example, upload a screenshot