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Accessing / Organizing Data

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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...
almost 2 years 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
almost 2 years ago in Contacts / Export 3 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 ...
almost 2 years 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...
almost 2 years ago in Accounts Manager / Contacts 0 Backlog

Ability to rearrange the fields in Accounts and Contacts in a particular bespoke order

Just allows us to put the fields in the same order as they appear in other systems so breeds familiarity. As users build out Account list and custom fields, there should be a way to rearrange columns, sort by column, move them up/down the order, e...
almost 2 years ago in Accounts Manager 1 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
almost 2 years ago in Accounts Manager 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 ...
almost 2 years ago in Contacts Manager 0 Backlog

Allow multiple accounts per contact

We have clients who own multiple businesses. It would be very useful if a single Contact could be associated with multiple Accounts. This would allow our Contacts organization in Front to better match reality.
almost 2 years ago in Accounts Manager 0 Backlog

[Contacts permissions] Different access levels for contacts

Allowing different teammate groups to have different access levels for shared contacts
over 2 years ago in Accessing / Organizing Data 1 Backlog

Ability to export contacts and accounts from a specific contact list

No description provided
about 3 years ago in Export 1 Backlog