Contactually Ideas Forum

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  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.

    14 votes
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    • 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!

      34 votes
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      • Please bring back Introduction feature!

        As of early November 2017 you have removed one of the best features of Contactually, introductions. This was one of my favorite features of this incredible CRM. It provided the ability to easily connect two people in my network and send them each other's contact information and easily facilitate a connection. I had developed several custom templates so this would work incredibly well for a variety of situations I regularly encounter.

        At it's core, Contactually has been built on referrals. Introductions are the heartbeat of referrals - the gift of connection. I hope and pray you guys will bring back…

        6 votes
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        • Assign various steps in Programs to different team members

          What is the point of being a team if you can't assign various steps in a Program to different team members? Each team member serves a different function in various stages so...seems like basic team 101 stuff guys.

          6 votes
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          • Today i wanted to export my pipeline to excel so that i could analyse it in excel and make some statistics. This could be usefull ...

            Today i wanted to export my pipeline to excel so that i could analyse it in excel and make some statistics. This could be usefull to manage all the accounts/team that one can have associated to our acount.
            Dont you think?
            Best regards,
            Carlos Igrejas

            7 votes
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            • RE:Open Houses. Consider adding a "visitor sign in page" that captures Open House leads. would avoid illegible handwritten contact info...

              Adding a visitor sign in page would help streamline adding Open House and other event lead generation contact info going directly into Contactually. It would avoid missed opportunities due to illegible handwriting and visitors who seem to "choose" what info they want to give out when writing the info as opposed to when they type it into a form.

              1 vote
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                1 comment  ·  Admin →
              • 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

                7 votes
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                • Bring back the "font size" on the toolbar

                  Bring back the "font size" on the toolbar. it used to be there, so when composing an email, I could see the SIZE of the font I am using.

                  All I can see in the toolbar is Font NAME, Bold, Italics etc, no font SIZE.

                  So recipients get emails with different font sizes in an email... Doesn't look good.

                  1 vote
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                  • Zillow Address Capture

                    Capture address info from Zillow buyer leads, automatically assign to custom field so it can be auto-filled in the email template similar to first names.

                    1 vote
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                    • Allow program to be assigned to a contact in the mobile app

                      I want to assign a contact to a program within the mobile app

                      1 vote
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                      • alphabatize the tag list

                        Please add the functionality to alphabetize a tag list - or make it a default that tags appear in alpha order. When you have a long list of tags for various custom segments - its tedious to look through the tag list for the one you need because there's no logic as to how the tags are orderd

                        1 vote
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                        • Permanent Record of Notes when team member leaves

                          Please leave the notes. We have had instances, particularly with property management clients that notes have disappeared when a manager moves on, or in our case an unexpected death occurs. Also for our liability to track the history. When that is removed, so is our story to the judge. Is it harmful to leave it?

                          1 vote
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                          • Select Buckets & assign Tags when adding a contact on Android App

                            Really complicates workflow on the app to have to add a contact and go back to edit the contact to set a bucket. Worse still cannot set tags ever from Android app. there is nowhere to perform in even when editing the contact. Sucks have to go to a browser to add tag.

                            1 vote
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                            • 1 vote
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                              • 1 vote
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                                • 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.

                                  4 votes
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                                  • 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
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                                    • Autosend Birthday Emails to clients

                                      Be able to autosend Birthday and Closing date emails automatically

                                      1 vote
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                                      • 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.

                                        4 votes
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                                        • show scheduled messages for a contact, not just sent/received messages

                                          Your contact views should show if there are any scheduled (delayed) message queued up. This would prevent someone from sending two messages too close together.

                                          1 vote
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