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. 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.

    98 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…)
    • In the bucket game...

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

      21 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 →
      • 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.

        8 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 →
        • Add a Browser Extension for easy import of new LinkedIn Contacts

          I uploaded my LinkedIn contacts (which is great) but since then, when I make new contacts - this need to be added manually (as far as I can figure out). It would be great, once a new contact is maded, to be able to add the person to Contactually with a "one click" using a Browser extension.

          42 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…)
          • 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.

            36 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…)
            • 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.

              11 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…)
              • Add "tag" Program Step

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

                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…)
                • 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…)
                    1 comment  ·  Admin →
                  • Enable more than 50 interactions at a time

                    Please make it possible to add more than 50 interactions at a time. I send mailers to 1000+ people at a time and would like to be able to add that "touch" to their profiles without spending hours. Seems arbitrary.

                    25 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…)
                    • Tasks

                      The task function should be more robust. We should be able to title a task, and then provide more details in another section. We should also be able to assign a time to specific tasks. Also, the ability to prioritize tasks would be helpful

                      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…)
                      • Pipeline Contacts

                        On any given pipeline I work with several people and vendors. I like to add anyone involved in the transaction under pipeline contacts.

                        Sometimes however I work with the same "contact" across numerous pipelines. I realize contactually may not be able to figure out which email is associated with which pipeline.

                        However, it would be nice, if once a pipeline is "won" that the pipeline stops gathering emails from anyone in that contact list. In otherwords, once it's status has changed to "won" it ceases pulling emails for that particular pipeline.

                        7 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 Reporting/Exporting

                          We need an ability to export the pipeline to excel. The pipeline provides a visual, but without an easy way to export or even print the report, we can't run sensitivities that would benefit our team.

                          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…)
                          • 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.

                            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…)
                            • Let us choose the order of our custom fields

                              When I am creating custom fields in my contact form it only list them by alphabetical order and that is an inconvenience to my data entry. I want to choose the order in which the fields appear.

                              18 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…)
                              • Program option to have a personalized listing/report to create mailing labels

                                I have a tagged group of close to 800 people. I exported them into an Excel document so I can take that listing to create mailing labels. ISSUE: the report prints all/multiple labels for each contact. Some have no address in the first address spaces listed but has an address in the next spaces (columns in Excel) so this is a HUGE task to manually edit the columns in order to do a mail merge for mailing labels. Having a more user-friendly option eg. print only the first address in the contact's record, etc. would help.

                                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…)
                                  1 comment  ·  Admin →
                                • If one team member follows up remove from follow ups for the other team member

                                  It would be nice if a followup was removed from a shared bucket if any team member the bucket is shared with contacts that person.

                                  19 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…)
                                  • put a delete button with "recent contact options"

                                    put a delete button with "recent contact options"

                                    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…)
                                    • Follow ups Refresh

                                      If I have a follow up because of a bucket reminder - but then I change the bucket of that follow up to a no reminder bucket .... the follow ups should refresh so that it disappears from my dashboard.

                                      Right now we can only manually log an interaction to make it go away, or snooze it. Both of which aren't accurate.

                                      2 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…)
                                      • Add all calendar items to dashboard

                                        Not just ones connected to a person.

                                        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…)
                                          1 comment  ·  Admin →
                                        • Add a Search Function for Contact Addresses.

                                          As a real estate agent in NYC, I'd like to be able to search through contact addresses. Here in NYC, there can be hundreds or thousands of people at a single building address, especially if the building or complex is large enough. Sometimes I can remember that a contact lives in a specific building, but not their name or apartment number. Being able to search through contacts' addresses would be a game changer for Contactually. Currently, I have to go back to my Outlook and search, and then I'm leaving Contactually's Website and it makes it very hard for me…

                                          26 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 94 95
                                          • Don't see your idea?

                                          Contactually Ideas Forum

                                          Feedback and Knowledge Base