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.

    42 votes
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      1 comment  ·  Admin →
    • 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.

      158 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.

        37 votes
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          1 comment  ·  Admin →
        • 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.

          19 votes
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          • In the bucket game...

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

            30 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.

              57 votes
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              • 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.

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

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

                  23 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)

                    9 votes
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                    • 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

                      14 votes
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                      • Notifications for tasks

                        There has to be an Alert or notification for a new task, particularly if it is part of a program. At a minimum, the "Bell" icon in the upper right corner should increment an alert about the new task. An email would be great as well and for sure the mobile phone should alert on a new task.

                        12 votes
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                        • 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.

                          45 votes
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                          • 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…

                            5 votes
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                            • Android app crashes continuously

                              The Android App, installed on my Canadian Galaxy S7, crashes constantly. It also does not appear to log my phone calls on this phone. I can't tell if it is tracking text messages.

                              This app desparately needs to be rebuilt using current Android design standards. Please update!

                              9 votes
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                              • 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.

                                27 votes
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                                  1 comment  ·  Admin →
                                • 16 votes
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                                    1 comment  ·  Admin →
                                  • 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

                                    20 votes
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                                    • 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.

                                      31 votes
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                                      • Allow us to Set Bucket Rules by Interaction Type

                                        For instance, set a Bucket Rule that will remind me every 14 days if I haven't called or met in person with a contact, but will ignore email communication. Right now, all interactions reset the Bucket timers, but it would be useful to restrict this by interaction type (Email, Phone Call, In Person, Text Message, Other).

                                        6 votes
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                                          1 comment  ·  Admin →
                                        • Zapier trigger for deal creation and update

                                          Having a trigger for Zapier when a new deal is created or an existing one is updated (i.e. moved within the pipeline) would open up great new opportunities for sales automation.

                                          7 votes
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                                            1 comment  ·  Admin →
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