Give us feedback on ideas and let us know where to focus!
make sure there is a reoccurring reminder feature of some sort and put it in a similar display to the dashboard so it’s easy to see who has not been contacted in a while.
Please oh please keep the contact list in V2. I use it for different reasons, and by removing it it will create so much more busy work for those of us that utilize it.
To follow up my prior comment, lists/buckets and tags I add are viewable by other team members, when looking at the individual contact. Therefore, they are integrated in some capacity and only need the sharing function between team members/sub-admins so they can also filter and add to the same list(s).
Contact lists/buckets need to be shared with sub-admins and team members. If I assign a contact to a team member, they need to be able to sort by the list/bucket, especially since the list is the only way to add reminder follow-ups after a certain time. The team member has to be able to see who is a current, future, etc.
Please keep the contact lists in V2 so that I can filter out a list for mailers or popbys because some of the contacts have only addresses or emails or phones number. Not every contact has phone number, email addresses or physical addresses. Thanks.
We also use contact lists to create our lists for mailers, events etc. I takes that information out of the mass amounts of tags that often get lost in the contact record.
You won't be notified about changes to this idea.