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Contacts

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Display a contact list's name when adding the contact list to a recipient field

When a contact list is added to the composer we display all contacts associated with the list in the UI, it would be helpful to also show the name of the list which was used in the UI for tracking purposes.
over 1 year ago in Contacts 0 Backlog

Integrate Salesforce Leads with Front Contacts

Integrate Salesforce Leads with Front Contacts. Just like Contacts, I would synchronize my Leads in Salesforce with the Contacts in Front and not synchronize the Contacts in Salesforce with the Contacts in Front. It would be nice to have a choice...
over 1 year ago in Contacts 0 Backlog

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...
over 1 year 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.
over 1 year 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
over 1 year 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...
over 1 year ago in Accessing / Organizing Data / Scheduling Links 0 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 ...
over 1 year ago in Contacts 0 Backlog

Integrate Cadence Task closure into the Salesforce Add-on

Our team uses Salesforce Cadence to build client roadmaps, they appear as tasks. It would be great if we could close them through the Salesforce Add-On, like we can with Microsoft.
over 1 year ago in Contacts 0 Backlog

Find contacts in composer using list filters

The ability to choose a recipient based on list filters. For example, a contact has to be in both List A and List B to be able to show up in the contacts dropdown in the composer.
over 1 year ago in Contacts 0 Backlog

Ability to bulk update account properties

No description provided
about 3 years ago in Accounts Manager 0 Backlog