Contactually Ideas Forum

We welcome your feedback and are always trying to improve Contactually. If you have any specific ideas on how to make Contactually better, just suggest an idea or browse through the existing ones below and vote!

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. Create a task list function

    Templated lists that can be assigned to contacts to easily manage transaction phase...IMPORTANT - not # days before or after, simply choose dates as they always vary.

    4 votes
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
      1 comment  ·  Admin →
    • Automated Birthday email

      once you put in a persons birthday on their contact sheet you should be able to set it to send an email automatically. You would create your own templates to choose from for it. then just set it and forget it. Even on a Sunday or when you're on vacation, your birthday wishes would be going out to your contacts. They would love you for it!

      13 votes
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
      • actually read our wants and needs

        It seems like everyone has the same needs or wants out of your program but appears you have no plan on offering a solution to some major problems with your program. You should listen to us, it will make your program a lot more user friendly and successful.

        6 votes
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
        • being able to edit email templates from the program section

          Please make this program able to edit email templates from the program section so you don't have to constantly go back and forth to your already confusing template tab. I am wasting tons of time building programs because I can't see what the email says when Im adding it to the program

          6 votes
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
          • 4 votes
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
            • 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.

              175 votes
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
              • have a map on the app that shows your clients locations/addresses that are near by.

                It would be nice to have an interactive map on the app that should you you contacts in any given location.

                4 votes
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                • Pipeline docs, task and links

                  We really need to be able to add tasks, documents, website, links, etc inside of a pipeline. Now, you have to click on the contact in order to do any of these tasks. In addition, sometimes there is more than one contact so the notes, docs, tasks should be attached to a deal and not to a contact.

                  38 votes
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                    1 comment  ·  Admin →
                  • Sort/Organize Email Templates

                    I have a lot of email templates saved, but only a few I want easily at hand. Is there a way I can create a folder for the email templates I want to use often or the ones I don't use often?

                    14 votes
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                    • automatic update on follow up on the dashboard

                      the dashboard tells me what tasks/follow ups to do, then I open the contact, do the follow up (email, phone, text or other) and make notes and then have to go back to the dashboard to tell the program that I DID the task....... that the system isn't programmed to recognize and entry and "complete" the task? why? that isn't efficient that the enduser has to do extra steps.

                      1 vote
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                      • Export template emails

                        I have several emails I'd like to use elsewhere, but there is no export option.

                        1 vote
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                        • have all the documents of a transaction in each "DEAL" not only in contacts

                          Add documents and upload many files to a DEAL in the pipelines so we have all the infromation of each transaction in place. Because some times a contact can make several transactios and some times more than one at a time.

                          1 vote
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                          • Customize Interactions or Email Interactions

                            Can you allow us/clients to customize "Interactions" so that I can make "email" an interaction? Alternatively, can you add "email" as a choice for Interactions?

                            1 vote
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                            • Integrate with Benutech's TitleToolBox

                              It would be nice to be able to sync our farms with our contacts, keep our mailing addresses and contact info current, pull real time value reports and statistics on each contact plus pull property related reports. This allows us to have content we can communicate with our clients without logging into 3 sites.

                              1 vote
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                              • Automatic reminders for emails received

                                I would like to get a reminder to contact somebody when I receive an email. Let's say you use Scale Mail, you sent 100 emails and over the night you get 7 replies, would be great to have reminders for each contact on dashboard to contact them.

                                1 vote
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                • add custom fields to pipeline

                                  We need an additional value fields for the value of the property and the GCI associated.

                                  1 vote
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                  • View all pending tasks

                                    Can you create a way to view all pending/future tasks. For example, if I set myself a task to buy somebody a gift, and make the deadline 1 week away, I would like to see that task everyday so that I remember to look for a gift. If I have to wait until a week from now to see the task, it may not get done.

                                    1 vote
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                    • Reroute leads in lead reouting if team member does not claim w/in a certain amount of time

                                      It would be nice to automate lead flow so that a lead gets rerouted if an agent does not claim within a certain amount of time. If no one claims the lead it would then be rerouted to the admin.

                                      3 votes
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                      • Downloading "Interaction" notes

                                        There should be a way to download and export all notes and interactions.

                                        4 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                        • 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.

                                          100 votes
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                            1 comment  ·  Admin →
                                          ← Previous 1 3 4 5 106 107
                                          • Don't see your idea?

                                          Contactually Ideas Forum

                                          Feedback and Knowledge Base