Customizable Contact Headers

[CrisG71]

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!

[KathleenP463]

Hello, I would like more view options on the contact home management screen besides name, email, company, city/state or name, email, date added, source. A more relevant option for my purposes would include name, email, birthday. I would also find the ability to include a custom field, such as child's name, quite useful.

[MonicaC203]

It would be great if we could select the information we can view in the columns that appear when viewing contact list. For example, I input the phone number and date of birth of each of my contacts, however, when I pull up my contact list this information is not offered as an alternative to current choices. I don't need the city, state and date/source entered. I need the info I input. Does that make sense to you??? Monica Cox

[RussR719]

Your cookie cutter contact screen in useless for custom settings. I might as well print out every contact on a piece of paper and buy a highlighter. Why not let - ME - the client decide what I want as contact information. Then let - ME- the client decide what contact information I need to see to manage my contacts. Why have tags if you cannot search you tags. Why have custom categories if you have to manually look up the category. Give us some freedom to manage our contacts the way we want to manage them.

[Hannah_M]

Hi @RussR719

You can search tags and custom information if that is how you would like to find contacts. Just use Adnvaced Search!

I can understand the need to see customized views of your information. Do you think this would be more helpful in a list view or within each contact's details?

Thanks!

[RussR719]

I am new to your software and there is still plenty for me to learn.  Thank you for pointing out what I failed to notice.  The Advanced search option is something I have not utilized yet.  I do, however, think it would be beneficial to provide a search option within the category or tag.  Not sure if what I am asking is plausible but could you give us a search option in the Manage Tags pop-up.  If we had an option to search within a category or to at lease color code or number each tag, the "Tag Feature" would actually be used for what it was intended - a sub-category.  Currently we see a count for our entire contact lists combined.  No benefit there unless you are using only one contact list.  "Managing" the tags needs to occur from the contact category and beyond, not the other way around.  At least that is how the feature would most benefit me.

[Hannah_M]

No problem @RussR719! Glad I could help!

Thank you for explaining more about how Tags would better help you, this is great feedback for future developments. 

[RussR719]

Have you considered a custom page to your site that utilizes our database of contacts and subcategories so we can customize the layout?  It could interact with your program as is, and still allow us to visually set up our own settings that benefit our unique way of business.  Out of the two "Choose your view" options, the only options that benefit me are "Name" & "Date Added" and neither of those can be used at the same time.  All the custom catigories and data I need must be manually searched for.  The option is useless to me.

[FashionMattersChicago]

Currently there are two choices for how we can view our 'Active Contact list'.

Please allow the User (me) to say which fields I would want to see in my Active Contact list.

Even if there has to be a limit of the number of fields to be displayed, please just allow 'us' to create different lists, choosing our own fields to display.

Summary:

1.  Allow user to create 'x' number of Active Contact Lists

2.  Allow user to determine which contact fields can be used for the 'active contact list'.

[FashionMattersChicago]

Currently there are two choices for how we can view our 'Active Contact list'.

Please allow the User (me) to say which fields I would want to see in my Active Contact list.

Even if there has to be a limit of the number of fields to be displayed, please just allow 'us' to create different lists, choosing our own fields to display.

Summary:

1.  Allow user to create 'x' number of Active Contact Lists

2.  Allow user to determine which contact fields can be used for the 'active contact list'.

[Emilia1]

Adding leads used to be relatively easy. Now, I cannot select a field to not import. Then, to make sure you really screwed it up, once I go through all of this hassle to make custom fields, then I can't sort a list by them...why?

[FrankR789]

Current default view has following columns: Name-Email-Date Added-Source This is not useful. Would prefer the following: Name-Email-Phone # This will allow generating a phone call list without having to export the list into Excel.