Contactually Ideas Forum

We welcome your feedback and are always trying to improve Contactually. If you have any specific ideas on how to make Contactually better, just suggest an idea or browse through the existing ones below and vote!

I suggest you ...

You've used all your votes and won't be able to post a new idea, but you can still search and comment on existing ideas.

There are two ways to get more votes:

  • When an admin closes an idea you've voted on, you'll get your votes back from that idea.
  • You can remove your votes from an open idea you support.
  • To see ideas you have already voted on, select the "My feedback" filter and select "My open ideas".
(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  1. 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
    Vote
    Sign in
    Check!
    (thinking…)
    Reset
    or sign in with
    • facebook
    • google
      Password icon
      I agree to the terms of service
      Signed in as (Sign out)
      You have left! (?) (thinking…)
    • 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
      Vote
      Sign in
      Check!
      (thinking…)
      Reset
      or sign in with
      • facebook
      • google
        Password icon
        I agree to the terms of service
        Signed in as (Sign out)
        You have left! (?) (thinking…)
      • 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
        Vote
        Sign in
        Check!
        (thinking…)
        Reset
        or sign in with
        • facebook
        • google
          Password icon
          I agree to the terms of service
          Signed in as (Sign out)
          You have left! (?) (thinking…)
        • 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
          Vote
          Sign in
          Check!
          (thinking…)
          Reset
          or sign in with
          • facebook
          • google
            Password icon
            I agree to the terms of service
            Signed in as (Sign out)
            You have left! (?) (thinking…)
          • 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
            Vote
            Sign in
            Check!
            (thinking…)
            Reset
            or sign in with
            • facebook
            • google
              Password icon
              I agree to the terms of service
              Signed in as (Sign out)
              You have left! (?) (thinking…)
            • 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
              Vote
              Sign in
              Check!
              (thinking…)
              Reset
              or sign in with
              • facebook
              • google
                Password icon
                I agree to the terms of service
                Signed in as (Sign out)
                You have left! (?) (thinking…)
              • 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
                Vote
                Sign in
                Check!
                (thinking…)
                Reset
                or sign in with
                • facebook
                • google
                  Password icon
                  I agree to the terms of service
                  Signed in as (Sign out)
                  You have left! (?) (thinking…)
                • 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
                  Vote
                  Sign in
                  Check!
                  (thinking…)
                  Reset
                  or sign in with
                  • facebook
                  • google
                    Password icon
                    I agree to the terms of service
                    Signed in as (Sign out)
                    You have left! (?) (thinking…)
                  • 1 vote
                    Vote
                    Sign in
                    Check!
                    (thinking…)
                    Reset
                    or sign in with
                    • facebook
                    • google
                      Password icon
                      I agree to the terms of service
                      Signed in as (Sign out)
                      You have left! (?) (thinking…)
                    • 1 vote
                      Vote
                      Sign in
                      Check!
                      (thinking…)
                      Reset
                      or sign in with
                      • facebook
                      • google
                        Password icon
                        I agree to the terms of service
                        Signed in as (Sign out)
                        You have left! (?) (thinking…)
                      • 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
                        Vote
                        Sign in
                        Check!
                        (thinking…)
                        Reset
                        or sign in with
                        • facebook
                        • google
                          Password icon
                          I agree to the terms of service
                          Signed in as (Sign out)
                          You have left! (?) (thinking…)
                          1 comment  ·  Admin →
                        • Autosend Birthday Emails to clients

                          Be able to autosend Birthday and Closing date emails automatically

                          1 vote
                          Vote
                          Sign in
                          Check!
                          (thinking…)
                          Reset
                          or sign in with
                          • facebook
                          • google
                            Password icon
                            I agree to the terms of service
                            Signed in as (Sign out)
                            You have left! (?) (thinking…)
                          • 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
                            Vote
                            Sign in
                            Check!
                            (thinking…)
                            Reset
                            or sign in with
                            • facebook
                            • google
                              Password icon
                              I agree to the terms of service
                              Signed in as (Sign out)
                              You have left! (?) (thinking…)
                            • Add the Option to Change the Default Task Alert Reminders (in Google Calendar)

                              Once a Task is saved in Contactually, it's added to my Google calendar (which is great). However, I'd like to be able to change the default alert times before it's sent to Google.

                              3 votes
                              Vote
                              Sign in
                              Check!
                              (thinking…)
                              Reset
                              or sign in with
                              • facebook
                              • google
                                Password icon
                                I agree to the terms of service
                                Signed in as (Sign out)
                                You have left! (?) (thinking…)
                              • insights-

                                Insights are an important tool for me to track how my daily activity turns into business. I would like more opportunity to filter these stats in order to better track my business. (I.e. Filter by specific dates, Filter by contact name, Filter by bucket)

                                3 votes
                                Vote
                                Sign in
                                Check!
                                (thinking…)
                                Reset
                                or sign in with
                                • facebook
                                • google
                                  Password icon
                                  I agree to the terms of service
                                  Signed in as (Sign out)
                                  You have left! (?) (thinking…)
                                • make font bigger on Gmail Chrome extension

                                  I can barely read the bucket names

                                  1 vote
                                  Vote
                                  Sign in
                                  Check!
                                  (thinking…)
                                  Reset
                                  or sign in with
                                  • facebook
                                  • google
                                    Password icon
                                    I agree to the terms of service
                                    Signed in as (Sign out)
                                    You have left! (?) (thinking…)
                                  • 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
                                    Vote
                                    Sign in
                                    Check!
                                    (thinking…)
                                    Reset
                                    or sign in with
                                    • facebook
                                    • google
                                      Password icon
                                      I agree to the terms of service
                                      Signed in as (Sign out)
                                      You have left! (?) (thinking…)
                                    • Saved Custom Template

                                      I'd like to be able to save my custom template separate from everything else so that i can refer to it quickly when i need to use it. As it is now, if you create custom message it is saved together with everything else. When you come back later it takes time or should i call waste time trying to scroll through the pages to find yours. It gets tougher when you cannot remember the title. There must be a simple more efficient way to do this, isn't it?

                                      1 vote
                                      Vote
                                      Sign in
                                      Check!
                                      (thinking…)
                                      Reset
                                      or sign in with
                                      • facebook
                                      • google
                                        Password icon
                                        I agree to the terms of service
                                        Signed in as (Sign out)
                                        You have left! (?) (thinking…)
                                      • Allow text messages and emails be hidden from some contacts.

                                        Allow text messages and emails be hidden from some contacts. For Example: I don't need my assistant to see all of the text messages between my husband and I. I like the text function but I don't want it for every single person in my phone

                                        3 votes
                                        Vote
                                        Sign in
                                        Check!
                                        (thinking…)
                                        Reset
                                        or sign in with
                                        • facebook
                                        • google
                                          Password icon
                                          I agree to the terms of service
                                          Signed in as (Sign out)
                                          You have left! (?) (thinking…)
                                        • Create a way to view all recurring events

                                          I would like to be able to search what recurring events I have coming up. OR what birthdays or events are the next month for example.

                                          1 vote
                                          Vote
                                          Sign in
                                          Check!
                                          (thinking…)
                                          Reset
                                          or sign in with
                                          • facebook
                                          • google
                                            Password icon
                                            I agree to the terms of service
                                            Signed in as (Sign out)
                                            You have left! (?) (thinking…)
                                          ← Previous 1 3 4 5 107 108
                                          • Don't see your idea?

                                          Contactually Ideas Forum

                                          Feedback and Knowledge Base