Custom Fields - Notes and More
Heather Majors
In the CRM module we technically have the option to add custom fields but what we can do with them is very limited. One key requirement would be the option to add a notes field that can show more than a few words before it runs off the page in the little box. And you should be able to use it more than once. Here is a use case:
I should be able to add a long form field to take notes about customer interactions and keep track of the business relationship. This should be a long text field that expands as I add more information. Today I typed a note that had 30 words. The first 8 were visible on the screen and the rest are basically hidden because the field acts as short text. When I tried to add an additional comment there was no paragraph return for a new line. If I want to add more customer info I have to have a huge run on paragraph that is near impossible to read 8 words at a time.
My second try was to simply add the text field more than once. However, it is hard coded to NO for allow it to be used multiple times.
What if the point of a CRM if I cannot track my customers journey?
Click Funnels advertises as a one stop shop for all your software needs, you don't need to buy multiple subscriptions to run a business. You do have multiple app but all of them seem to have limited capability at best. If a person wants the robust features found in other applications, they still need multiple subscriptions.
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David Lamoureux (Product Support Analyst)
Hey Heather Majors Thank you for your feedback and adding this request. We'll be sure to leave this open for others to vote on and for our dev team to review.
You might be talking about adding notes in a Contact's Profile, in which case you would be interested to know this request already exists: https://feedback.myclickfunnels.com/feature-requests/p/ability-to-add-individual-notes-in-a-contacts-profile I will merge
I will merge this request with that one soon but wanted to get you this message first.
In the meantime, I have some tips that may help you:
I just went to the Opportunities card section and found the notes field expanded as I typed. This method won't save the notes to the contact's profile, but it will stick with the Opportunity card. Great for a sales journey.
Also I went to the Message hub area and the notes section is huge there. That may be a better option for you for now.
If you have any questions about this please reach out to our support team for help. Thank you for your cooperation and enthusiasm!
Heather Majors
David Lamoureux (Product Support Analyst)
Thank you for your suggestions about Opportunities and message hub. Message hub specifically was not on my list until today as it is in beta. If you somehow got me access, thanks.
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David Lamoureux (Product Support Analyst)
Heather Majors: Thanks for your response. To my best knowledge, MessageHub is not in beta, it is in full swing and has been for some time now. May I ask, what made you think it is in beta? Thank you, looking forward to your response.
Heather Majors
David Lamoureux (Product Support Analyst) When I added it to my workspace the app said Message Hub Beta on the page where you go to add app, watch the vide for what it is about, then click add app.