Need to have the ability to change header based on need. For instance, in my case cities and states are not as relevant as country. Yet, I cannot change the columns!
I think it would be extremely helpful if we can be able to view and sort by tag or the custom field we create. It's a little ineffective to create a custom field in a list and then not be able to see it at a glance and have to click into each person to see it. For example, I'll have lists with multiple tags.
All customers should have the ability to customize their dashboards to change headers allowing them to sort and view by THEIR businesses needs. I've uploaded all the custom headers in my initial DB and cannot view any of them except with a tedious custom search, which by the way does NOT allow me to see said fields. As large as you are, it's confusing why your system cannot accommodate this. I'll hold off a full subscription until that takes place. Feel free to call if you need more feedback.
Is there a way to view engagement column on all contacts? Emails are being entered by and I can't tell if they have all been properly labeled, so I can I check?
Thank you for reaching out! At this time there is no way to change the column under Contacts to show the Engagement History without clicking into the contact directly. I've added your post for voting and passed along to our engineers.
Would it be possible to add additional or optional columns to the contacts view page. For example, I would like to be able to see: Name, Email and Birthday/ Anniversaries on the contacts home page. This would be a helpful sorting option as well
When you are looking at a contact list, the on-screen columns need far more information. Specifically, the contact list should show:
1. Every list the person is on
2. Every tag the person is associated with
3. Allow sorting and filtering on said lists and tags
4. Allow multi-select action on said lists and tags
Since that's not happening, does anyone have a good way to clean up a list? That is, I have people who have landed on multiple lists and have multiple tags. I want to find them (in bunches, not one at a time over 30,000 names) and I want to un-check them from various lists and tags and apply it all at once.
E.g. I have Lists A B C. I want to:
1. Open up List A
2. See everyone on List A that is also on List B or C
3. Remove them from Lists B and C
Same thing with tags.
I'd rather not have to download and upload fifty spreadsheets. This should be doable with about five clicks, but it's not. I thought the Manage Tags option was the solution, but it only works on single contacts at a time as far as I can tell, and hence it's useless. Any ideas?
I imported a list with zip codes but now I cannot figure out how to sort my list by zip code. We have 9 locations and I would like to send emails to zips within each location.
I agree and apologize this is not easier to accomplish. We have work being done to make things like this easier, including a new Contacts Redesign that we are currently Beta testing. When the redesign is fully launched, we will have the ability to manage Tags in bulk and it should be a bit easier to target contacts on multiple lists.
In the meantime there isn't a great workaround for finding who those contacts are without using Excel, however if the end goal is to remove List A from Lists B and C, you can go into List A > check off all the names > Manage Lists > Remove from Lists and this will give you the option to choose which lists you want to remove the selected contacts from (Lists B and C in your case). You won't know WHO it affected but you'll know that there is definitely no one in List A that are also in Lists B or C anymore.
If this does not help, you can also give a call to our Support Team and they are more than happy to help clean out lists with you or provide real time workarounds that may suit your specific needs! Hopefully when the redesign is out, this will no longer be a pain point. Thank you again for the feedback!
It would help me to see all Email Lists of each contact in "Choose your view." Now we have, in "Contact Management," "Choose your view:" * Name, Email, Company, City/State * Name, Email, Date Added, Source I suggest you add: * Name, Email, Email Lists
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