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cc or sender rules based on account

As an administrator, I would like to set the following rule: If message received in any inbox AND to OR cc recipients are part of an accountassign message to account owner The reason is we have several vendors and internal notifications that go to...
about 2 years ago in Workflows 0 Backlog

Sequence From Channel Selector Size

Currently the dimensions of the Sequence Edit and New Sequence modal/popup is very narrow and not resizable. When trying to select a From channel for sending, we cut of the ending with ... as a "there is more here" indicator. With dimensions avail...
about 2 years ago in Outbound/Sequences 0 Backlog

Assigning Team rules to personal inboxes too

Admins to be able to select which personal inboxes a Team rule should also apply to directly from the ‘Edit rule’ page (as opposed to having to create separate rules from each personal inbox). For instance, if I want to create a new Team rule in a...
about 2 years ago in Workflows 0 Backlog

Custom variable for due dates

It would be nice to send a task to a client and have the dates due already populated using a variable within an email template. For example, "Please complete this by {{date.2 calendardays}}"
about 2 years ago in Custom fields (smart rules) / Message templates 0 Backlog

Update contact/account default fields via rules

Rule action to update Contact or Account default fields in addition to Custom Fields.
almost 3 years ago in Rule actions / Workflows 0 Backlog