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Preview of account name

We are transitioning out of manual tagging each client name and properly using the account contact feature. Some are having a harder time not seeing it so obvious so I would like to pitch that account name can have a preview tag the same way a Jir...
7 months ago in Contacts 0 Backlog

Remove Twitter and Twitter DM as a default field for a Contact

Twitter is pretty much a redundant platform and these default fields for a Contact are unnecessary clutter for the vast majority of Contacts.
7 months ago in Contacts 0 Backlog

Contact Lists Specific to Users

It would be helpful to be able to limit contact lists to only certain teammates. We have contacts will similar names and other departments accidentally send to the wrong address at times.
7 months ago in Contacts 0 Backlog

Confirmation of Contact Created in SFDC Plug-in

When a contact is created in the SFDC P4 Plug-in, there is no definitive confirmation that the contact has been created. This leads to confusion and duplicate entries of the same contact into our SFDC database
8 months ago in Contacts P4 Plugins 0 Backlog

Customizable Options for "Advance Notice" — Scheduling Links

For the "Edit scheduling links" feature, we should have the ability to edit the options available for the "Advance Notice" dropdown/picklist. For example, I think that "18 hours" or "20 hours" is a big omission. Let's say I work 9AM-5PM and a clie...
8 months ago in Accessing / Organizing Data / Scheduling Links 0 Backlog

Disable contact exporting for non-admins

Provide admin the ability to turn off contacts exporting for non-admins
8 months ago in Export 1 Backlog

Ability to have different visibility levels for shared contacts

The ability to limit shared contacts visibility across teammates. If a shared contact is not visible to a teammate, the teammate cannot see, edit, or export the contacts
8 months ago in Accessing / Organizing Data / Contact data model 0 Backlog

Allow for multiselect in custom field dropdown

No description provided
8 months ago in Contacts 0 Backlog

Ability to filter specific contacts from several different lists to send an email to

For example if I had list A and list B and I wanted to quickly send an email to only the contacts that were on both lists, that would be extremely helpful to our team.
8 months ago in Contacts 1 Backlog

Create contact list from email thread

Often times I get an email from a team lead who has copied their team in an email to me for group calls. It would be amazing to take all recipients from an email thread and create a contact list from that thread. Now, I have to copy them all over ...
8 months ago in Contacts 0 Backlog