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Contacts

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Notes on an account level in Contacts

There currently is the ability to add notes to a contact but when you switch the contact to the account level, that feature goes away. This would allow us to log notes to the account regardless of who reaches out to our support team.
9 months ago in Contacts 0 Backlog

Hubspot / Salesforce CRM Sync to update lists

Ability to have contact/accounts lists updated just like custom fields from the CRM Syncs (Salesforce, Hubspot etc)
5 months ago in Contacts / Existing integrations 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

Chatbot Contact Fields

It would be great if the phone number contact field on the chatbot could be formatted so it isn't in US style formatting. For example, when typing in a UK mobile number (e.g. 07712312312) the bot does not allow you to submit or move forward becaus...
2 months ago in Chatbots / Contacts 0 Backlog

Allow contact lists to be copied/duplicated

It'd be great to be able duplicate a contact group from one team to another (or to/ from the whole company), to save manually re-creating a contact group or multiple contact groups. It's currently not possible to change access levels - if a group ...
9 months ago in Contacts 0 Backlog

Allow users to opt-in to contacts auto-complete in the composer

The auto-complete feature is convenient but causes some problems for our team. I'm recommending that we allow users to toggle Auto-Complete on or off. Especially after syncing contacts with CRM, there are far too many email address recommendations...
3 months ago in Contacts / Other (Contacts) 0 Backlog

Remove fields from existing Salesforce / Hubspot contact once the field is removed from sync settings

When a contact field is removed in the Salesforce / Hubspot sync settings, this field should be removed for all existing contacts. As of today, if a field is removed from the sync settings, the field is not removed from existing contacts. Only new...
6 months ago in Contacts / Existing integrations 0 Backlog

Filter "conversations in last 7 days" when clicking on contact by different channels

I want to easily filter the list of conversations in the last 7 days by channel type so I can quickly see all the chats / emails
6 months ago in Contacts / Contacts P4 Plugins 0 Backlog

The Ability To Add Document Attachments To Contact Details within Front

This would help our customer support team have any customer agreements, signed forms, and etcetera easily available within Front. By simply going into the contact details and clicking +add under the attachments section. : )
9 months ago in Contacts 0 Backlog

View Contacts on Mobile App

No description provided
3 months ago in Contacts / Mobile 0 Backlog