Quick Action for Grouping, Merge & Fix, other organizational tasks
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.
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Comments4
Feb 18, 2025
S
Dec 6, 2024
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.
Aaran Heavey
Aug 4, 2023
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
Ned Donovan
Jul 10, 2023
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.