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Accessing / Organizing Data

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Disable contact exporting for non-admins

Provide admin the ability to turn off contacts exporting for non-admins
about 1 year ago in Export 1 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 ...
about 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

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...
over 1 year 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
over 1 year 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 ...
over 1 year 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.
over 1 year ago in Accounts Manager 0 Backlog

Ability to export contacts and accounts from a specific contact list

No description provided
over 2 years ago in Export 1 Backlog

Ability to bulk update account properties

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

Sort & filter contacts in the contacts manager

Being able to filter contacts & lists in the contacts manager by attributes such as account, source, last updated, name etc.
almost 3 years ago in Contacts Manager 0 Backlog