Contactually Ideas Forum

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  1. please add a close button to the email editor.

    if I start an email and decide not to send it, I don't want to have to hit a hard reset, then go to messages, drafts and delete. too many steps and too much of a waste of time. just add and delete or X so I can get rid of a message.

    1 vote
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    • Ability to generate client info lists

      NOT EXPORT...that sends way too many columns and info. But to be able to select what info you want on the list, such as name, number, address, even contact history - any variation thereof.

      The ability to generate a list of upcoming birthdays, anniversaries, etc. for the month.

      This is really a deal breaker for me with using this system. Like everything else so far, but that should be a given.

      1 vote
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      • fdhgdfgsdfg

        cvbxcbxvcbxcbxc

        1 vote
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        • 美国毕业证文凭、北卡罗来纳大学教堂山分校UNC毕业证成绩单@微Q963146376使馆证明学历认证教育部认证文凭学生卡 The University of North Carolina at Chapel Hill

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          2为什么您的学位需要在国内进一步认证?
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          → ●关于价格问题(保证一手价格)

          我们所定的价格是非常合理的,而且我们现在做得单子大多数都是代理和回头客户介绍的所以一般现在有新的单子 我给客户的都是第一手的代理价格因为我想坦诚对待大家 不想跟大家在价格方面浪费时间对于老客户或者被老客户介绍过来的朋友,我们都会适当给一些优惠。目前这个行业鱼龙混杂要什么价格的都有,有的可能给你一个一文不值的东西应付了事, 有的甚至连应付都懒得,直接拿钱消失了。还有一些人甚至连26个字母都认不全就敢出来搞。对于遇到这样的人或中介,就算给你再低的价格,你的钱也是白白扔了。
          当然我们不能说除了我们别人都是骗子,这个行业还是存在诚信和实力的中介的。希望大家擦亮眼睛,不选我们至少也别选个骗子。 那样的话我们既没做成你的生意,你又被骗了。 大家都杯具了!还是谢谢那些老客户对我们的支持!谢谢那些给我介绍客户的朋友们!

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          1 vote
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          • Quick contact profile

            I do not like having to click on contact then I get sidebar have to click again to see full contact profile too many clicks
            Crm suppose to be easy less clicks

            1 vote
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              1 comment  ·  Admin →
            • Automated Texting

              Automated texting. It would be great if you could implement automated texting into the steps of a program.

              4 votes
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              • Share buckets with other contactually users (not in the team)

                Very usefull for branches that are individual busieness but want to share or friends / collegues users.

                3 votes
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                • Share buckets with other contactually users (not in the team)

                  Very usefull for branches that are individual busieness but want to share or friends / collegues users.

                  0 votes
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                  • Share buckets with other contactually users (not in the team)

                    Very usefull for branches that are individual busieness but want to share or friends / collegues users.

                    0 votes
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                    • Sort by Business Name

                      Please add a sort feature for those of us dealing with B2B. I would like to see the business name alphabetically for all.

                      1 vote
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                      • Filtering Contacts on the app

                        Is it possible to filter my view of contacts in the app? Looks like it’s A-Z right now but sometimes I want to see a specific group or people that I added in the last week

                        1 vote
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                        • Chrome Plugin should allow searching Buckets

                          I have a lot of buckets and when wanting to edit them in gmail with the Chrome plugin, it's near impossible to find the right bucket. I want to have it searchable.

                          3 votes
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                          • Pipeline/projects show up in dashboards.

                            I usually have several contacts involved in a single project/pipeline. Why no allow an interaction per project instead of showing all contacts involved in the project in the dashboard? I would know who to contact at that particular time/day. It would work as a interaction.

                            5 votes
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                            • Redesign New Dashboard to improve efficiency

                              This is a bit of a commentary on the new dashboard design. It has had a major negative impact on my company's use of Contactually. Each item below is really a separate issue that can be thought of as "fix this problem that is out there with the new dashboard."

                              The list is not short (there is more than I've listed here, in fact), but I've kept this as brief as I could while still explaining the biggest problems:

                              Overall, one of the worst issues is that it takes many more clicks and a fair bit of scrolling to get…

                              6 votes
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                              • fix the little bug with the contacts screen.

                                When looking at "All" contacts and posting an interaction the system refreshes the contact information and defaults to the first page of all the contacts rather than remaining on the page which the edit/interaction was posted from. Rather than refreshing and returning to the beginning of the sorted contacts, it would be awesome if the system would perform the refresh and return to the contact (and in its order in the sort) where you left off.

                                1 vote
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                                • Reports

                                  Reports around method of contacting! Would be great to know which contacts I attempted to reach on a given day and segment lists based on the method I used to contact those people...

                                  9 votes
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                                  • make entering interactions with fewer steps

                                    After searching for a contact I want to log an interaction. I should be able to do so by selecting the contacts "name" link. presently Contactually only opens a "get info"-like box Only after selecting the "tick box" does the contact options menu display at the bottom of the page. Why would I need to search for the menu at the bottom of the page? If I click on the link for the Contact, I believe it would be better if an additional box was located beside the "Edit" "Archive" Boxes offering "Add Interaction" AND "More Options" (Under "More Options"…

                                    1 vote
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                                    • PDF in body of email

                                      As a contactually user, I would like to ability to insert a PDF into the body of an email instead of just adding a link. Can you make this happen, please? People are more likely to read.

                                      4 votes
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                                      • Special character support in Phone Number field

                                        the field does not support extra/special characters. most mobile phones for north america now use the +1 as the first digits so that should you be in a long distance area or if the call requires it it will be automatically dialled. If no long distance is required the +1 is automatically passed by by most telecoms. Additionally, there is not a location to add an extension. Most mobile phones will accommodate an extension by placing a semi-colon in front of the extension number indicating a "pause" before dialling should one connect with a pbx system.

                                        4 votes
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                                        • freeze the headings across the top of "Contacts" or Search results

                                          after searching for a name "andrew," my list returns several choices. When scrolling downward, the top line: Name, Bucket, Assigned, etc. disappears as I scroll. When coming across another "Andrew" contact that I want to edit/rebucket/etc. I have no idea what the column headings are any more! It would be great if you could "freeze" the headings and allow the scrolling to be limited to just the contact info.

                                          Peter

                                          1 vote
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