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Categories Contacts Filters and Search Recruiting module Retention module
Created by Brokerkit Product Management
Created on Feb 6, 0022

RELATED IDEAS

Configure/update columns in contact search results

As an admin user, I'd like to have the ability to edit the columns that appear in my contact search results under the Leads and Team views


Attributes that can be added to the search

  • Last Contacted

  • Number of contacts (email, text, call)

  • Engagement count (opens, clicks, replies, inbound calls) to emails and texts or calls

  • Referred By

  • Relitix parameters: Switch Risk, Listing effectiveness grade, closest office, closest postal code

  • Office Name

  • City

  • Zip/postal code


Make all columns sortable

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    • Guest
      Mar 3, 2025

      I would LOVE to be able to sort lists via the suggestions above. Specifically, I am wanting to sort by Engagement Count (i.e., engagement > email opens > number of email opens) to quickly identify who has opened emails multiple times. Right now, I have to open up each lead one by one to view the number of email opens. Thank you!

      Reply
    • Tammie Carpenter
      Feb 28, 2024

      Add "referred by" as a selection

      Reply
    • German Hernandez
      Sep 1, 2023

      Can you add the options in the image provided? This way I don't have to click on each agent to find out the information.

      Screenshot 2023...
      Screenshot 2023-09-01 at 1.16.53 PM.png
      2 replies
    • +6
    1 MERGED

    Be able to sort by number of OPENS or CLICKS.

    Currently we have to open a record to see how many times someone has opened or clicked on a campaign email. If I could sort by opens/clicks, then I could prioritize my efforts to contact the prospect.
    John MacGilvary about 1 year ago in Campaigns 1
    7 MERGED

    Sort contacts tables by zip code to make targeting easier in multi-zip metros and overlapping territories.

    As a recruiter in a large city, I want to be able to sort my leads by zip code, as city-based sorting isn’t an effective way for me to target recruits and avoid territories that belong to sister franchises.
    Brokerkit Product Management over 2006 years ago in Recruiting module 0
    2 MERGED

    Add column/sort contacts by engagement

    You can see the number of times a recipient opens an email or clicks the links but there is no way to sort by the people who are opening the email the most. I like to target people who click the links or open the emails multiple times and make a c...
    Guest over 1 year ago in Filters and Search 2
    1 MERGED

    Number of times contacted column in search results

    It would be great to have a search option to see who I've called over 6 + times with no response.
    Greta Considine over 1 year ago in Dashboards & Reports / Filters and Search 0
    1 MERGED

    Last Contact in Search Results

    It would be similar to the Referred On date in the search results area.
    Greta Considine over 1 year ago in Filters and Search 1
    1 MERGED

    Make the Follow Up Column Sortable

    Make the Follow Up Column Sortable
    Greta Considine over 1 year ago in Filters and Search 0