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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 2 years ago in Contacts 0 Backlog

Profile summary tooltip when hovering over user display picture in email/discussion

Imagining it would work similarly to Slack, where the popup shows the person's position/role, preferred pronouns, and local time. Sometimes the number of participants in a conversation/discussion grows fairly large and requires collaboration from ...
over 2 years ago in Accessing / Organizing Data 1 Already available

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 2 years 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 2 years ago in Contacts 0 Backlog

Contact list in composer: Select priority of recipient email to autofill

We use an email address that is CC'd on all of our emails. However, It no longer auto-populates and we have to manually type the whole email address. A feature that allows us to choose the priority of email address that auto-populate would be extr...
over 2 years ago in 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...
over 2 years ago in Accounts Manager / Contacts 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
over 2 years ago in Accounts Manager 0 Backlog

Automatically generate a new CRM contact when a new email is received

No description provided
over 2 years ago in Contacts 0 Backlog

Press enter to submit a new account in Contacts

When you want to create a new account in the Contacts section, or sidebar, you need to click the Create button at the bottom right corner, you cannot simply press the enter key. This is annoying as normally the enter key works and also the button ...
over 2 years ago in Contacts Manager 0 Backlog