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.

    160 votes
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    • 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.

      32 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.

        85 votes
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        • Customize the relationship type in the Connection

          Would like to customize the relationship type in the Connection of the contact. Example: adding her lender, closer, etc.

          9 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…

            38 votes
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            • Link Interactions Between Spouse and/or Partners

              I see a new feature has been added as I'm typing that allows us to link married/partners. My suggestion was going to be that the interaction notes be linked as well (i.e. phone calls, notes, personal visit. Is this also a part of the new feature

              21 votes
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              • 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?

                5 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.

                  249 votes
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                  • Reminder to follow up on specific days of the week

                    It would work better for some of my clients to get a reminder to follow up with them on a specific day of the week instead of after a certain number of days.

                    I am creating a Contract to Close program, so I want to give my clients a task at the beginning of each week, whether it's scheduling inspections, selecting a closing attorney, ordering an appraisal, or other tasks as part of the closing process.

                    So it would work better in my mind to have that reminder pop up on a Monday, instead of just seven days after our…

                    4 votes
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                    • Shared Buckets Reminder Reset

                      There should be an option for shared buckets so that if any member of my team reaches out to a contact in that bucket the reminders are re-set for all members of my team. This is because it doesn't matter who, specifically, reaches out to the contact, just as long as SOMEONE does.

                      For example: If a member of my team follows up with a contact with weekly reminders on Monday, nobody on my team should get another reminder to follow up with that contact until the following Monday.

                      10 votes
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                        1 comment  ·  Admin →
                      • 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.

                        68 votes
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                        • Increase the size of the Follow Up Window from contact record

                          If I click Follow Up from the Dashboard...the email window is a decent size (about 7.5 inches on my screen). However, if I click Follow Up from an individual's contact record, it's so small (4.5 inches on my screen). Please increase it to be the same look / size as the dashboard follow ups.
                          Thank you.

                          3 votes
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                          • The text fields should support HTML or at the very least newlines

                            When you edit a custom field multi-line text, you can type in newlines, but once you save, Contactually removes all the newlines, making it impossible to read easily.

                            3 votes
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                            • create popup option when email is opened

                              Salesforce and prosperworks among others has a popup notification when an email is opened. I found this quite handy.

                              1 vote
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                              • Create physical Mail-ins

                                I would advise having a way to produce physical mail-ins through your program. Having the option to have letters that get personalized, printed, and then labels to correspond so that they can be physically sent out not just scale mail.

                                1 vote
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                                • Schedule scale mail when emailing more than 300 people

                                  Currently, you cannot schedule any additional Scale Mail for the next day (or whenever) if you have already reached the email limit for that day. If I want to Scale Mail over 300 people, for instance, I don't even have the option to schedule the messages to be sent another day! I have to wait and remember (once the limit is reset the following day) who has not been emailed yet - very very frustrating.

                                  6 votes
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                                  • Fullz Movie!! Watch Cars 3 Online Free Streaming?

                                    Watch Cars 3 Full Movie Online Free Streaming In HD Quality, Watch HD Movies Online For Free and Download the latest movies. For everybody, everywhere, everydevice, and everything

                                    1 vote
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                                    • Link buckets <<>> Pipelines (Auto-Create 'Deals' for contacts in designated buckets)

                                      Would be SWEET if there was a way to link specific buckets to a given pipeline. Basically the outcome I'm trying to achieve is whenever I add someone to bucket A, a 'deal' is auto-created for that contact on pipeline B to eliminate admin burden.

                                      Make it happen contactually and save me time! :)

                                      1 vote
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                                      • Show Bucket on Dashboard

                                        Dashboard should SHOW which bucket the client is in. This is how the old dashboard worked.

                                        3 votes
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                                        • 1 vote
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