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!
Please please please please update the column view on Contacts so it is more dynamic and sophisticated!!! Only have 2 options and 4 basic columns is so rudamentary!
I am going to be heavily using custom fields and it would be super helpful if I could add them as needed to make a custom online view vs. having to export them to look at them and having only 2 canned view options.
It would be helpful to allow us to choose which 4 fields (if we must be constrained to 4) we can see and sort on when viewing contacts. I have no use for company name and little use for source.
When uploading an excel spreadsheet with contact information and I change the column headers for referencing purposes, they should remain. Instead, the column headers in CC are default headers and perhaps those fields are not what I need when I am looking to select e-mail participants. I know that the fields populate when you open the individual record but to go through each individual record to read select information is cumbersome. It would be nice to be able to set our own column headers on the Contact Management page.
It would be very helpful to have a sort feature with each column along with being able to edit each contact without having to sort all over again, "continuous editing "
It would be nice to be able to go to a contact list in the contact manager and see which contacts have a certain tag or which contact bounce in that list.
There needs be to a way to view the Tags of contacts when you're looking at a list. Right now you have to click on the contact individually to see the tags. I want to be able to go into a list, e.g. "March 2018 Leads," and see which ones are tagged as "opened email 1" or whatever.
I would recommend setting it to "List is March 2018 Leads" then add another row and set that to "Tags is opened email 1". This should filter your results to show only contacts who have all criteria met.
In the Contacts view, it would be helpful to be able to choose which columns to show. I want to show name, email, and birthdate. I have to put birthdate into the company column because that is showing.
It would be really great if you could expand the contact list column so you could see the full name. It would also be great if you could add an Email Status column when viewing the contacts under a list. Thanks for your consideration.
Thank you for submitting this feedback! At this time this is not an option in our product, however the engineering team is working on implementing this in the future. I do not have an official time frame for this but will track this request until then.
Is there a way to copy and paste more than just name, email and 2 descriptors? There should be more columns to add more descriptors. If i were to type in an address this would take a minimum of 5 descriptors (address line 1, city, state, zip code, country).
Below are the view options when I open the Contacts tab.
Choose your view
Name, Email, Company, City/State
Name, Email, Date Added, Source
I would like to be able to choose from a drop down what data element is displayed within each of the four columns that appear when I open the contacts page.
In fact a few days ago, I was able to change the content of tow of the columns (I chose "Name, email, job title, company".
Either there is a way to choose the columns but I forgot how to do it, or the option has been removed
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
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.
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
Would love to be able to see what lists a contact is on from the main contact view list, or be able to easily sort out which contacts are on multiple lists.
I would like to be able to see different fields in the contact list than the default. My list is for a club, so I need to know when the membership is about to expire. I don't care when they were added. Is that available or is it something you can add?