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Accessing / Organizing Data

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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.
7 months ago in Accounts Manager / Core API 1 Backlog

Delete option for extra addresses on Contact panel should be in a different location

Currently the primary email for a contact has copy For each additional after it, hovering shows delete where copy is for the primary We should reorient the options in the contact details to each entry is mirrored across all for the layout
about 1 year ago in Contacts Manager 0 Backlog

Review prompt for automatically created/old contacts

With popups to review old tags and old rules, Front should also have a function/feature asking to delete/review old/unused contacts.
about 1 year ago in Contacts Manager 0 Backlog

Ability to resize and filter columns in accounts manager

No description provided
over 1 year ago in Accounts Manager / Contacts 4 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...
over 1 year ago in Export 0 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.
10 months ago in Contacts Manager 0 Backlog

Ability to bulk update account properties

No description provided
over 3 years ago in Accounts 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...
about 1 year 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...
over 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