ADD A NEW IDEA

Accessing / Organizing Data

Showing 23

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

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