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Admin Experience

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More granular permissions - disable field editing or other actions such as "reply"

Disable field editing to keep single source of truth in CRM as native sync from Hubspot or Salesforce for example are only one way batches. So if a user edits a contact field this wont be reflected in hubspot and when the next batch syncs, their c...
about 6 hours ago in Admin Experience / Advanced rule conditions and actions / Compliance & security / Security / Workflows 0
103 VOTE

Assign Due Dates to Conversations

It would be great if a teammate could assign a Due Date for when a reply needs to go out for a specific conversation. We could tie in the Due Date with existing SLA rules, or issues notifications if the Due Date passes without a response from the ...
over 1 year ago in Admin Experience / Custom fields / Workflows 0 Backlog

API/Webhook export of Audit logs

Have the option to be notified/export audit logs. This can be via webhooks and/or a dedicated API endpoint. This is useful for: Monitor changes in workspace configuration on internal dashboards Add logs into SIEM platforms like Sentinel
13 days ago in Admin audit trail / Compliance & security 0 Backlog

Customize vertical switcher in Settings

Have the option to customize the vertical switcher. Some ideas are: show/hide workspaces in the vertical switcher and customize order in which they appear on the sidebar
13 days ago in Settings (User Mgmt & Compliance) / Workspaces 0 Backlog

Admin-Only Visibility for Rules/Tags

The ability for top-level admins to set up rules or apply tags for oversight or alerting purposes without those actions being visible to the wider team. For example, if we want to alert a manager to review something via a rule, but we don't want t...
about 1 month ago in Increase granularity of admin permissions 0 Backlog
143 VOTE

Create a discussion with a teammate Group

Today, to start a discussion with a group of people, you need to type out each of their names to add them as participants. This can be cumbersome when the intention is to start a discussion with a large group of people. A possible solution custome...
over 2 years ago in Teammate Groups 5 Backlog

Search Function in Signatures

Please can the search algorithm in Signatures be less 'fuzzy' and actually return the results based on the criteria requested? We have a lot of signatures and it can be painful to scroll down a long list because the search function doesn't work as...
4 months ago in Signature management 2 Backlog

Granular Company-level Permissions

We currently have all our IT staff listed as company admins to handle company rules, developer options, company tags, etc. However, I don't want to give them access for other resources like billing, financial info or company preferences. We need g...
about 2 months ago in Admin Experience 1 Backlog

Add Conversation Events to Audit Logs

Include conversation events (tags applied, rules applied, etc.) on audit logs.
19 days ago in Admin audit trail 0 Backlog

Add Holidays to Business Hours

It would be great if we could add National Holiday closures as part of our company business hours.
about 1 year ago in Admin Experience 2 Backlog