Ability to see and edit Notes with Contact Redesign

Hello!  With the recent updates to the contacts, simple functionality is no longer available.  

1) The notes are no longer available.  I understand that I can run the report and then create a custom field and re-upload, but that seems unnecessary. The notes field was very helpful with the date/time stamp.

2) Adding contacts to the lists now requires multiple clicks.  Previously, you could type the first few letters and the list would auto-populate that would allow you to select.  Now, you have to scroll through the list.

 

 

15 Comments
Participant
Please bring back my contact notes.
Moderator
Status changed to: Voting Open

Hi @NicoleR999 thank you for sharing this feedback! We have opened up your idea so other users can weigh in as well.

Participant

Seriously, NOTES is gone? I am hating the new interface. I’ve used the NOTES capability for five years, and now I can no longer see nor update with new notes as I’m talking with a client. I loved that it date-stamped each of my entries so I could look back and refer to things that had happened for my client previously. I used this feature extensively, and if it’s gone for good, I’m finding a new way to send out emails and keep up with my clients. Very disappointed.

 

Your support team told me the only way to see the notes was to export my contacts and then re-import with a custom text box. I tried putting a text box in one of my new contacts, and the text box only allowed 256 characters. Not enough.

 

So bring it back!

Real Estate

The contacts dashboard has been updated and now I am unable to see my notes without working around and exporting them to excel. Is this temporary?

Participant

I need my notes back!!  

Downloading to an excel spreadsheet is a pain...:(

Occasional Participant

In the effort to improve the Contacts look, feel and functions, CC removed the Notes section for individual contacts!! Incredulous! For a business using this feature, these are important references for many business contacts about their orders, dialogues about orders, repeat customers, and potential new customer leads. This is used for marketing, which CC should be all about, right? Crazy that this was removed and without any heads up or considerate warning from CC. Deleting CC's customers' data is a serious offense. The data from the Contacts Notes section should be accurately and completely restored to each individual contact entry, as should this feature.

Member

What? the contact "notes" functionality is gone? Unbelievable.

 

Does no one at Constant Contact (CC) realize the value and power of this functionality? For over ten years, our company has used the "notes" functionality as a CRM (customer relationship management) tool. This is how we kept track of each contact's history with us and this functionality is where we stored details about the contact that did not fit anywhere else in the CC customer profile.

 

Did I miss something? Was there an announcement about this pending change? This is devastating to our company. Now, after ten years of being a loyal CC subscriber (and a strong promoter of CC to many other small businesses like ours) we are driven to find an alternative solution. What a mess.

 

I am willing to pay a premium to get the "notes" functionality. I am also willing to pay a premium to get back the old functionality of adding and editing contact records. The new process requires too many clicks. Very inelegant. Disappointing.

 

What is your plan to resolve this, CC?

Frequent Participant

Bring back notes. I am not ok with having them just taken away. Period.

Regular Participant

Please bring back NOTES as a function in our contacts. NOTES are quite critical to business. They let us know more about our contacts, what shows they attended, what classes they attended, when they signed up for our list. It's incredible important data for us. Please put this feature back on the site!

Please bring back the notes in the Contacts section. The new and improved updates are dead to me without the notes that I've curated over many years.
Occasional Participant
Where did the notes on our contacts go? I input lots of important information about when and how I met my contacts and now it is gone! You need to let people know before you wipe out their data! I need this information back. I'd like it in the contact data base but will take it as a one time spreadsheet if that is all you an do. How can I trust you with my data if you arbitrarily choose to delete it ???
Participant

We would also like the notes feature back, as well as the ability to add a contact to a list by typing, rather than scrolling down to find the right list. Also, can you make tags a column that could be included when looking at a list and it's contacts? Currently you can modify the columns that show up, which is a nice feature. It would be helpful to see what tags belong to a contact. 

Occasional Participant

Also please let the notes be available as one of the columns in the list view!

Regular Participant

Hello, Has a decision been made about this issue? It seems there are many people who really need the NOTES feature back. Thank you. 

Consulting & Training

100% need this back. Not sure why this is gone, but now I'm stuck using a second tool and a second contact management system to keep track of notes on my contacts. Mind boggling that the feature was removed "in the name of progress". 

 

FWIW: I run a monthly dinner series and I use the notes to keep track of the details about my attendees, including food allergies. I can't use tags for each and every food issues or discussion point related to their needs or business interests (that would end up being hundreds of unnecessary tags). Notes was a critical workflow tool. Now I have to create a spreadsheet outside of CC to duplicate the contact database. Kinda pointless to keep a CRM if I'm creating a backup CRM to make notes in!

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