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I came back to the Ideas page after giving up on it for years because I was curious to see if anyone was actually complaining about the deals/pipelines page. Can anyone explain to me what the issues were with the previous layout of the page? I complained directly to someone the last time they tried to change it and it was reverted back temporarily. Now it’s updated again and it’s only slightly better than the last time they tried to update it. It’s still a lot less functional. Each stage is huge, as well as the deals themselves. Which makes it so you see less stages/deals per page at a time. It also makes dragging the deals along the stages a lot harder. And the color options for each stage are now faded pastels, which is like taking that color coding option away completely. Why would we not want more vivid colors for organizing the deal stages? My idea...don’t fix what’s not broken. But if we have to stick with this new layout make a zoom in/out option for the page so we can see all the stages and change the colors back to brighter options. And if someone can actually explain to me how this update is better and what the benefits are then I’m all ears.
Connector: Add Otter.AI and recordings to associated Contacts
We must have the ability to edit the product titles that are synched from Shopify to the Product Catalog. The titles are either too long, or ActiveCampaign adds product variants in brackets to the end of the product titles.
Have the ability to archive accounts, rather than just edit or delete.
I frequently use the account screen and manage multiple accounts. A/C reverts this page to display 20 rows at once. I would appreciate a feature to save the last view, so I don't have to manually adjust it each time. (Along with the other idea currently posted regarding sorting the custom field headers in Accounts page)
I would love to see the ability to change the order of the default fields in contact and account.I find it strange that as a user we can’t change the order of those fields in the way it works for the user. Also custom fields cab aonly be added below the standard fileds? Why? Please make this flexible and let the user decide where they need the fields in to work with.
Hello AC! Here are some feature requests for you, provided by your customer XLZ.Problem descriptionSince in our workflow most of our Accounts are created on-demand, we have a physical barrier that impedes us from coming with a “solution” for the problem of duplicated accounts, that affects us. Considering too, that our users can collect names from leads from all around the web, and HTML DOM white-space sanitization management is not a default for the majority of sites.What causes all of our duplicated Accounts use-cases, are multiple accounts created for the same lead with the same name, being not unique only by leading and trailing white-spaces on the duplicates names.ExampleFirst created account: ”sample lead name” Second duplicate account: “sample lead name ” Third duplicate account: “ sample lead name”Requested featuresSanitization of Accounts’ namesWhen an account is created using the CRM directly, if the given name has leading and/or trailing white-spaces they should be cleaned, and the created Account should have the “sanitized name”.For instance, a form request with the name: “sample name “ should be saved as “sample name”, without the original trailing white-space.Improvement of Account search/lookup by nameWith the above implementation, the Account search/lookup using the CRM should sanitize given leading and/or trailing white-spaces, when running the query.This would too improve the “validation for an existing account”, even if the string given for the query already has white-spaces, since no “error” or “exception” would be returned to the end-user, when trying to create an account with the same name.LimitationsI have idea of how impacting an implementation like this is, since no “uniqueness” would exist anymore for accounts in the same state of how I described before, but regardless, this would impact us immensely, and really help us improve consistency with our integrations.
I would like the ability to customize which custom fields are visible when exporting a Link Clicks by Contact Report beyond First Name, Last Name, Email, Last Clicked, Total clicks, Phone, Job Title, & Account. Ex: We have a custom field which lists a member of our sales team assigned to that contact. It would be super helpful to have this field visible so we can more easily filter which contacts belong to which salesperson in the Excel spreadsheet report.
I’m using third party services to collect contact details. I’d like to use Zapier to relay those details to a Form so that I can access the form reports and enable double opt-in.
I wanted to embed an Inline Form on my website. However, the Hidden Fields take up invisible space and affect the button alignment with the visible field (email).
Folder organization would make looking for and managing all of our automations much easier. I understand we can use the tag system, but a folder system feels a bit less visually cluttered on the screen and makes for easy organization. Having a folder system option in campaigns could also be beneficial!
Hello Active Campaign, Wouldn’t it be great if you added an eyedropper to the Custom Color Pop-up field?It would help me significantly building campaign templates.Please see what you can do.If you don’t know what I’m talking about, here is a link to an example of what they provide you in Mailchimp in comparison to what Active Campaign currently has:https://drive.google.com/drive/folders/16vvRLnyfiHfzzAYfHTs9aC_E4q3U1ls9?usp=sharing Best regards,
You are able to export Contact Scores when you run a contact export, but for some reason Deal Scores aren’t included when exporting deals from pipeline.
Currently, Accounts in Salesforce only sync to ActiveCampaign when an associated Contact syncs. This creates challenges for organizations that need Account-level data in ActiveCampaign without requiring individual Contact records to sync first.It would be very helpful to support: Syncing Accounts independently of Contacts Triggering Account syncs based on Account-level updates Maintaining Account records in ActiveCampaign even if no related Contacts are synced This would improve flexibility for organizations managing B2B data structures and account-based workflows, especially when Account information needs to exist in ActiveCampaign before Contact engagement begins.Thank you for considering this enhancement!
In manage taks the taks overview screen there is a not adjustable header with only 5 headers.I would love to see that we can manage the header bar and add headers like accountname etc.
When you, and especially when using the app (for salespersons on the roqd), are in an account or in a deal and ypu want to add a contact and you find out that that contact is not exisiting, there is no way to add a new contact. You have to close the dela/account go to contacts and then add a new contact. In the app that is not nice. I would like to see the option when searing for a contact and the contact does not exist that there is an option to add a new contact directly.
At the moment it is only possible to add one contact to an account a 1 to 1 relation. I and a few of my customers have the need to add one contact to more then an account ! to many relation.If you you a company which has more divisions (read more accounts in AC) but the contactperson is the same, then it is not possible to assign the contact to all the accounts.I hope this can be fixed soon. This is seriously missing whilst this is available in almost every CRM.
It’s so cumbersome to archive contacts manually by batches of 100. Hard to stay compliant with privacy regulations that way!
Please introduce an Activate / Disable button directly in the All Automations list view, so users can turn automations on or off without having to open each individual automation first.It would also be very helpful to add a bulk edit option for automations, allowing users to select multiple automations at once and disable them in one action.These changes would make automation management much faster and easier, especially for accounts with a large number of automations. It would save time, reduce unnecessary clicks, and simplify day-to-day workflow management.
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