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Accounts Manager

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Ability to resize and filter columns in accounts manager

No description provided
9 months ago in Accounts Manager / Contacts 4 Backlog

Ability to add tags to both contacts and accounts (like conversation tags)

It would be helpful to be able to add tags across contacts and accounts, similarly to how we can tag conversations. This would be especially helpful if we could create dynamic contact lists based on these tags or other custom fields.
11 months ago in Accounts Manager / Contacts 0 Backlog

If a saved Contact is tied to an Account in Front, include the Account Name with the Contact Name wherever possible.

Our business would really appreciate if the account name was included in parenthesis for any existing, saved contact. This includes but isn't limited to any circumstance when viewing, referencing, writing to, or looking up a saved contact. Somethi...
about 1 year ago in Accounts Manager / Contacts 0 Backlog

Ability to rearrange the fields in Accounts and Contacts in a particular bespoke order

Just allows us to put the fields in the same order as they appear in other systems so breeds familiarity. As users build out Account list and custom fields, there should be a way to rearrange columns, sort by column, move them up/down the order, e...
about 1 year ago in Accounts Manager 0 Backlog

Manually associate a customer account to an email address

If a customer sends mails from either no reply email addresses, or uses one email address for multiple account sites, we can manually associate an email to a Customer Account for report purposes
about 1 year ago in Accounts Manager 0 Backlog

Allow multiple accounts per contact

We have clients who own multiple businesses. It would be very useful if a single Contact could be associated with multiple Accounts. This would allow our Contacts organization in Front to better match reality.
about 1 year ago in Accounts Manager 0 Backlog

Ability to bulk update account properties

No description provided
over 2 years ago in Accounts Manager 0 Backlog