Enhance new contact activity card
under review
A
Andy Osborne
The new contact activity screen is nice but has a serious flaw that needs to be addressed- there is currently no way to see the year an activity happened so essentially we are gambling on whether we emailed someone last week or last year. The Last Contacted column in search results also does not match up with recorded data (see attached screenshot). This is a critical issue.
The scheduled activity screen is broken (see attached screenshot), it says all 15 steps of a campaign will go out simultaneously at whatever time you clicked on 'scheduled activity'
Additional suggestions- make it easier to quickly identify if someone is in a campaign currently- having to click on scheduled steps to see if someone has a campaign scheduled to go out is inefficient you should be able to tell on the very first screen after clicking on a profile.
display the comments section in the dead space under the contact information
Soumya Jud
under review
Soumya Jud
Hey Andy, thanks for the feedback - we will be putting the year back into the activity and make the tags viewable, this is being worked on at the moment. We will look into the rest of the feedback for you.
A
Andy Osborne
Soumya Jud my hero
G
Greg Ivory
You should also be able to Stop Outreach from any page, this one being one of the most important.
A
Andy Osborne
our team also just noticed that there is no easy way to view tags, and when adding tags you can no longer type the tag and hit enter to select it, you must click on it. both of these are huge time wasters as well- tags should be viewable immediately on the very first screen after clicking on a profile
the school field under personal contact info is also gone, we rely on this for many campaigns