Your Suggestions
60 results found
-
Filter new fields
There should be the option to filter over all contacts what is set in the new fiels created by oneself
1 vote -
Filter new fields
There should be the option to filter over all contacts what is set in the new fiels created by oneself
0 votes -
mullawasim755@icloud.com
Bangladeshi
1 vote -
eporting multiple contacts
mutliple contacts for exporting
1 vote -
Search for dedicated Field content
When searching for custom field content, CJ always searches in every field. However content in different fields can have different purposed (e.g. a company name might be listed in a field „Partner“, „Vendor“ etc).
So if I want to look for all contacts which do have a relationship to Vendor XYZ, I‘d need to filter this way.
To do this I suggest to allow field names as a search key in the search field. So if I enter:
Vendor:XYZ
In the search phrase, only contacts will get listed where in the Vendor field XYZ is listed. But contacts where XYZ…
3 votes -
Add new contacts directly into "default" group.
Allow me to set a default Group and add new contacts freely to that group without having to view all groups, and then add that contact, and then select that contact, and then place them in a particular group.
1 vote -
Add a sharing blog (similar to this page) for posting ideas and tips, personalizing the CRM, what has worked for users.
A forum for users to share their experience would be great.
3 votes -
File attaching
Ability to attach PDF Possibly from iBooks
Ability to attach files from office 365/onecloud
1 vote -
Add the possibility to link logs, todo, files also to specific groups
This would enhance the product quality to the next level. Each log, todo, file should be linked to a specific group (private or public), and, optionally, to one or more contacts. This should be quite easy to implement.
4 votes -
Create a Slack group of Contacts Journal CRM
I propose to create a Slack community of Contacts Journal CRM fans.
5 votes -
Extend custom fields type for contacts
I'd like to have the possibility to add, e.g. custom hyperlinks or contacts links (e.g. to have a direct link of the contact who made me know a specific person).
3 votes -
View instant messaging information on contacts details view
Why are instant messaging information hidden?
2 votes -
Hide todo tab view
I'm a huge fan of OmniFocus. I'd like to have the possibility to hide the todo tab, useless to me, and/or possibly to link each todo tab to a OmniFocus context/project.
3 votes -
Related Names
it would be great if the “related names” from Contacts would sync over, and if Contacts Journal could expand on that functionality. There could be a visual tree of related names, drag and drop to link names (with a pop-up for relationship type).
The related-names features that MonicaHQ just added would be a good place to start for ideas.
3 votes -
Thumbnail and list views for Files
List view and thumbnail views for files.
1 vote -
Business Card Import
Allow importing of contact information to related fields using smartphone camera.
4 votes -
Edit Field List
To allow the deletion of previously created custom fields from the drop down list when selecting the + on the fields tab.
1 vote -
FIELD TAB TEMPLATE
Template of multiple custom fields that can be used over and over. Or applied globally.
4 votes -
CHECKLIST
Fields tab option that allows for the creation of checklists.
6 votes -
Pipeline
This is a great and simple CRM. Allow group subfolders in contacts. Allow custom naming of the folders. Option to turn on a record # count to the right of the name. This would allow for a visual pipeline to be created by users. And a quick reference of how many contacts are in what stage of the pipeline.
Option to force contact records to be sorted by date created.
1 vote
- Don't see your idea?