Thanks for your feedback on the headers. This is something we know is important so we're working on this for the future. Have you tried using Advanced Search to pull contacts by a custom field detail? This might help.
When you are importing a file you can leave a field as "Select a field" if you don't want to import the information. You will only need to label the fields that you do want to bring into the account.
We do read the comments left here and often merge them with like ideas for our product teams to see. Thanks for posting the feedback. Please continue to share any ideas you have so we can look to implement them in the future!
Unfortunately they programmed almost no flexibilty into the view-and-sort-by-heading features. It's a major system deficiency. And the reprogamming to make it what users truly need would be quite significant, I imagine.
To do any meaningful work and reporting I export everything I can into a .csv file. Like just tonight, I wanted to look at the Did Not Opens for the last two newsletters combined, then the last three newsletters combined, then the last four, last five, and last six. And I wanted to exclude from the counts based on Email Status and Tags values. Downloaded six files, did some cleanup in Excel, then most the work after importing the files into Access. Good thing is, I enjoy doing that kind of thing!
Flexible, customizable reporting features could be improved.
Yeah, that's the kind of flexibility I'm talking about! Many users would benefit by being able to customize little settings like this. I'd like the designers to think in terms of maximum flexibility for users when they do their programming.
Need the ability to create custom views . Allow each of the fields that exist in the Contacts view to be selected by the user in the Contacts, Did Not Open, Open, etc. For instance, I would like to see the email list as part of the UI when I view Did Not Open. if you have any questions.
It would be nice to have the option of seeing the reason of unsubscribed from the main page when you click that particular catagory. Having Name, Email and Reason on that page would be great. Right now, I only have the name, email, date added and by whom. Would make deleting emails so much easier rather than going from specfic emails to delete.. Thank you
I love this service and how user friendly everything is! Yet, one suggestion would be to have phone numbers listed on the contact page. This would keep me from having to use a separate program when I am actively contacting people.
We have accounts for our regional offices. Each office divides its volunteers into Counties and Areas. We need to create dropdown fields so our regional office users can select an area for each volunteer. And when a volunteer signs up, we want them to select their County from a dropdown. This would be a huge help. They need to be drop-downs so they'll be consistent and usable for searches.
The Contact Management Table has a choice of:
But we have added custom fields that are very important to us. They are County, and Area. We need these to determine where our volunteers are.
We need a way to choose the fields that will show in the Content Management table. We want to be able to choose: Name, Email, County, Area if we wish -- or other fields that might be important to see.
What I would like to see on this screen is an added column that shows what Email Lists have been assigned to the contact. I have had to search each contact to find some that had NO email list assigned. Still would be nice to see that on the Contact Management Screen.
Thank you for the great feedback! I'm moving your post with some like feedback so we can continue quantifying customer need for this feature!
I would like a column in the contacts page that shows the tags assigned to each contact. I would like to be able to sort contacts from within the list of ALL contacts (not just in the lists that I build). That way, I can pull my entire list, clean it, add or change tags and re-upload it. Then, I guess I'd still have to go in and change "membership" in a list accordingly.
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