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.

    157 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.

      29 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.

        80 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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            • 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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              • 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 →
                • 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.

                  4 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.

                    66 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?

                      4 votes
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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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                        • 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.

                          20 votes
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                            1 comment  ·  Admin →
                          • Don't Reset the Contact List After Clicking the Back Button

                            I have multiple buckets selected. 957 contacts are up on my screen on 20 pages. I'm working on page 18, then I go into one of the records on page 18. When I click the browser back button to get back to the other records on page 18, the whole list resets and the Contactually web site takes me back to page 1 of 20 every time. Then, each time, I have to go back to page 18 to start working with those records again. Very time consuming and inefficient. Thanks.

                            4 votes
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                            • LET THE BROKER/TEAM LEADER BE ABLE TO FOLLOW UP ON AGENT LEADS AND ACCESS TO THE ACCOUNT

                              As a Principal Broker- We offer leads to our agents. We want to be able to check in our how the leads are being kept up, without the burden of having a "Shared" bucket. What happens if you send the lead and they don't put it in the bucket?

                              Realty Juggler has this option. It was AMAZING.

                              1 vote
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                              • Allow team managers to decide what (if any) default Contactually buckets, templates, and programs are added to new accounts.

                                In more highly managed team settings with lots of custom library content provided by default, on-boarding team members includes the frustrating (and confidence-killing) process of erasing any Contactually provided default content. It is hard to tell default stuff from our stuff, and makes convincing skeptical users that Contactually is a "baked" solution difficult.

                                12 votes
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                                • 3 votes
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                                  • 4 votes
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                                      1 comment  ·  Admin →
                                    • ) Ability to schedule Immediate follow upright nowbuckets only allow 1 day minimum time follow upfor zillow leads we need immediate followup

                                      ) Ability to schedule Immediate follow upright nowbuckets only allow 1 day minimum time follow upfor zillow leads we need immediate followupso ability to say follow up next day, next 3 hours, etcAlso when I go to interact with a clientI need the bucket to adjust its timelinesor allow me to interrupt program/bucket and time it outalso custom fields aren't showing up on IOS appwhen will this be avaialble

                                      1 vote
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                                      • Macros for CC field in ScaleMail

                                        Hi, I'm importing a lot of contacts from a csv file and many of the contacts have both a primary email address and an alternative email address that I would like to CC when I use scalemail to send all these contacts an invite to connect. Is there a way I can use one of the macros in the CC line to pull the relevant alternate email into the scalemail rather than having to manually do so each time?

                                        1 vote
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                                        • Pipeline Metrics integrated with Insights

                                          Wouldn't it be nice to know how many follow ups on average it takes for you to get paid? To be able to look at how many meetings, it takes to set an appt, how many appointments it takes to close a deal.

                                          Wouldn't it be nice to be able to set an annual goal and have contactually's metric data tell you exactly what you need to do to hit that goal.

                                          And show where you are on any given month

                                          6 votes
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