Accessing / Organizing Data
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3
VOTE
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...
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
8
VOTE
6
VOTE
7
VOTE
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...
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Backlog
1
VOTE