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Accessing / Organizing Data

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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.
about 1 year ago in Accounts Manager / Contacts 0 Backlog

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...
about 1 year ago in Export 0 Backlog

Ability to bulk update account properties

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

Ability to update external ID on an Account

External ID can be set when you create an account but afterwards there is no way to update it, this would be incredibly helpful if we could update the external id.
2 months ago in Accounts Manager / Core API 1 Backlog

Contact Lists to display which rules use them

Having contact lists display a list of rules that they're included in would be very helpful for keeping track of which contacts will be affected by different rules.
5 months ago in Contacts Manager 0 Backlog

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...
9 months ago in Contacts Manager 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...
about 1 year ago in Accessing / Organizing Data / Scheduling Links 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 1 year ago in Accessing / Organizing Data 1 Already available

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 1 year 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 1 year ago in Accounts Manager 0 Backlog