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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...
over 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}}"
over 2 years ago in Custom fields (smart rules) / Message templates 0 Backlog

Business hours at company level

No description provided
about 3 years ago in Insights / Workforce management 0 Backlog

Update contact/account default fields via rules

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

Support Time in "Date is" rule condition

Need ability to set rules with specific start and end dates/times Current system only allows daily time windows, not extended periods Examples: PTO rule: Activate from 6/26 at 5:30 PM to 7/03 at 6 PM Team member's PTO: Activate from 7/1 a...
about 1 month ago in Rule conditions 0 Backlog