Contactually Ideas Forum

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  1. birthday

    For re-occuring events such as birthday, anniversary, or other it would be good to have an optional advance notice to allow time to prepare if a card is being mailed or gift sent etc. The link to Send out Cards is great but not very useful if you are only reminder the day of the persons birthday.

    96 votes
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    • Have texting ability from the Desktop.

      When working on my laptop Id like to be able to text instead of switching to the mobile app.

      217 votes
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      • We need real time email sync..

        Whats the point of sending emails through contactually if you can't get the responses for several hours? Having to use my regular email server and contactually is annoying.

        38 votes
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        • I would like to be able to email a couple or more than one person.

          Would be nice to be able to email more than one person, especially couples, so they are both involved in the same email vs. separately. Since it can't be done in Contactually, I can't utilize the templates or be able to see if they opened the email, etc.

          53 votes
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          • Programs: Allow for fixed date scheduling

            It would be very helpful to have the option to create programs with tasks based on fixed dates. For example, send a happy new year email to all contacts in the program on January 1st regardless of when they were entered.

            A workaround may be to skip certain steps when the contact is added to the program or allow us to add the contact to the program and start on a certain step. That said, it would be better to have a system that with the option to send emails and creates tasks based on the date and not the…

            11 votes
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              1 comment  ·  Admin →
            • Add data from social media

              Once an email is in the database please populate it with all relevant social media info using the fullcontact api.

              12 votes
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                1 comment  ·  Admin →
              • In the bucket game...

                It would be SO helpful to be able to put in multiple buckets!!!!

                43 votes
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                • View Tasks by Bucket

                  it would be great if we could see all the tasks in a particular bucket in an isolated view (i.e. filter tasks by Bucket)

                  17 votes
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                  • Remove all the emails that are bouncebacks

                    Since you have access to my Inbox, you should be able to remove dead or bouncing email addresses from the contact list that I have in Contactually -- I would love YOU to remove junk email addresses from my contacts list on the site.

                    77 votes
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                      1 comment  ·  Admin →
                    • Having a Bucket Reminder on a specific calendar day

                      Often we have tasks that must occur at pre-determined times during the year, such as us being required to disclose condo common charge increases as soon as we know about them. For this, I have an email that I send to all my Current Condo Sellers in December, since the Common Charge increases are typically taking effect on Jan 1 or Feb 1.

                      That said, how can I set the reminder for a bucket, in this case for all my current Condo Sellers, to remind me to send them an email on the second Monday in December, or a specific…

                      10 votes
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                      • Increase the limit size of attachments sent via email from 10MB to at least 25MB

                        In my industry, we have to send batches of files/documents/contracts to clients/customers/colleagues/etc. Sometimes those files are larger than the 10MB limit that Contactually has on the email system. It would be great to get that limit increased to at least 25MB, or possibly more, to stay in line with other email services. If I have a file bigger than 10MB, I have to go to either my Gmail account or another email provider and attache the bigger file to the email and send from there. I would love it if I can do everything from Contactually and send bigger attachments.

                        5 votes
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                        • Have control over which google contacts groups sync.

                          When I sync google contacts "all contacts" come over instead of just "my contacts". That's thousands of contacts that I don't want and have to sort through. I'd like to be able to select which groups sync.

                          24 votes
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                          • ALLOW ADMIN FULL ACCESS OF TEAM MEMBERS ACCOUNTS!

                            GRANT ACCESS TO ADMIN THAT ALLOWS THEM TO EDIT, VIEW, AND MANAGE ALL TEAM MEMBERS ACCOUNTS. IF I'M PAYING FOR ALL THE ACCOUNTS I SHOULD BE ABLE TO ACCESS THEM.

                            THIS IS HOW GOOGLE RUNS THEIR EMAIL G-SUITE PLATFORM, HOW REALTY JUGGLER RUNS THEIRS, AND ALMOST ANY OTHER CRM.

                            6 votes
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                              1 comment  ·  Admin →
                            • 7 votes
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                              • Add "tag" Program Step

                                Be able to automatically add a tag to contacts as a scheduled step in a Program.

                                30 votes
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                                • Pipeline 'Open Deal Value' needs to be right justified.

                                  I have sevearl pipelines and all have open deal values. Some are 4 digit values and other, some 5 digit. The field is left justified and thus not natural to read. A simple right justification seems like a simple request.

                                  2 votes
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                                    1 comment  ·  Admin →
                                  • Multiple Email Signatures

                                    Would like to be able to create and select from multiple email signatures. Ideally, we could have a default email signature dependent on the "from" address we're sending from. And would also like to have multiple sigs that I could select from for each of my email addresses in Contactually

                                    18 votes
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                                    • Help banners

                                      Please allow us to opt out of the suggestion banners at top of page.

                                      2 votes
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                                        1 comment  ·  Admin →
                                      • Automatically Repeat Programs at End

                                        I would like the option that once a program applied to a bucket has ended, I either get notified, or have the option to auto repeat the whole program again, and again (indefinitely).

                                        2 votes
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                                          1 comment  ·  Admin →
                                        • Bulk action to show new custom fields automatically on all contacts

                                          Please add a bulk action to show new custom fields automatically on *all* contacts when you create a new custom field.

                                          4 votes
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                                            1 comment  ·  Admin →
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