Accessing / Organizing Data
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7
VOTE
2
VOTE
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.
0
Backlog
2
VOTE
Export Contacts - Send Email with Link to Download
I am requesting an email with a link to download my export. Reason: i have a lot of contacts and the export takes several hours, if I refresh the page, close the page by accident or forget the export and go back to the contacts page my export is n...
0
Backlog
1
VOTE
Limit User Ability to Delete Shared Contacts/Lists
There is risk allowing all users to delete/edit lists that they have access to but did not create. We believe having the ability to limit users ability to change/delete lists they did not create would mitigate the risk to a larger user group where...
0
Backlog
1
VOTE
1
VOTE
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...
0
Backlog
1
VOTE
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 ...
1
Already available
1
VOTE
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...
0
Backlog
1
VOTE
1
VOTE
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 ...
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