Quick Action for Grouping, Merge & Fix, other organizational tasks
under review
N
Ned Donovan
Quick Action is very helpful in onboarding, and then never helpful again. It's also not fully explained during onboarding that it will never come back. I would love to play quick action for adding emails to contacts without them (because they didn't properly pull in from Google), or to review keep-in-touch timings and change them. Right now every day I'm going through my contacts by alphabet letter and reviewing if there's someone I want to contact more frequently.
Quick Action should be revamped to not JUST be a category / initial keep-in-touch tool.
Log In
Matthew Silberman
under review
Matthew Silberman
Merged in a post:
Fast tagging
F
Filip Dřímalka
It would be great to have shortcuts for fast tagging of contacts. Or - to make "Keep in touch" editable, so I would be able to change "Every week", etc. to any custom fields (e.g. HR, sales, apod.).
On mobile I would like to have it this way (like in Tinder;): https://capture.dropbox.com/pga6Ltz2LJUn2ngN
Thanks!
F.
Matthew Silberman
Merged in a post:
Additional 'actions' on Quick Actions
CJ
Feedback from user: "It would be awesome if there are more quick actions or there is a way to create your own quick action. For example, I would love to put each contact in a group, or maybe send a message or update notes for most frequent contacts."
Matthew Silberman
Merged in a post:
Quick Action type of view for Merge & Duplicate
R
Ritwik Manan
In the list view it is difficult to match or differentiate people with the same name.
Would avoid more errors if there was a side-by-side view with a bigger picture and some highlight info
Matthew Silberman
Merged in a post:
Card Stack Interface for Any Subset
C
Calvin LeGassick
The card stack interface that lets you quickly assign "frequencies" to contacts is awesome. I'd love to be able to pull that interface up for quickly reviewing any set of contacts.
I used the card stack interface mostly to add users to groups, not to set frequencies. To go through the process more-quickly, I created some pretty large groups that I want to break up further. Now however, I'd need to go through the main "People" screen to further organize those larger buckers. It's just much slower to do from that interface than the card stack interface.
S
S
I would love to see this feature include an option to create custom quick actions such as "All contacts without saved birthday" to quickly update contacts with missing information.
A
Aaran Heavey
Came here to create the same. It would be great to have a periodic review of the timings. Things change, capacity might vary. It would be great to be able to kick off the Quick Action tool from an existing group, or on the whole database at will. You could then easily move people up or down in frequency
N
Ned Donovan
Additionally I would love a Quick Action for adding details to a contact, like...those without pictures prompting me to go add Linkedin / Facebook connections using the Web Browser. Things like that.