ADD A NEW IDEA

Admin Experience

Showing 166

Restrict access to Contact Manager

Limit who can add, edit and delete contacts and accounts. This could also include limitations on freely browsing through contact data in the contact manager, although, we cannot restrict the ability to view contact data entirely.
about 4 years ago in Permissions 0 Backlog

Streamline management of teammate custom fields in table

Show and edit custom fields directly in teammates table without having to navigate into each user.
4 months ago in Custom fields 0 Backlog

Manage plugins for teammates

Admins can manage which plugins will appear for users on their right hand side panel.
over 2 years ago in Admin Experience 1 Backlog

Change teammate icon's color

Add ability to change the default icon color of a teammate when they have not added a photo.
almost 2 years ago in Admin Experience 2 Backlog

Export rules to CSV

Provide an overview off all rules when doing housekeeping and auditing. This could be a global export and/or per-Workspace.
over 1 year ago in Admin Experience 2 Backlog

Date-only Custom Field format (not time)

Currently a date value that is imported assumes a time value (midnight?) and then converts that from my local time to UTC, so what is displayed in the field instead of say Jan 1/25 is Dec. 31/24 4PM. The ask is to add a date-only format option to ...
4 months ago in Admin Experience 0 Backlog

Export tags to CSV

Provide an overview off all tags when doing housekeeping and auditing. This could be a global export and/or per-Workspace.
about 2 years ago in Admin Experience 0 Backlog

Have an additional field to upload files in accounts

For every account, we would like to be able to upload a file (excel or one note) containing our customer profile details.
4 months ago in Custom fields / Developer Platform 0 Backlog

Use teammate groups to share Views

Share a View with a teammate Group, and pin it to their sidebar. This allows teammates to work from a shared backlog of conversations from certain inboxes and/or certain tags. This is quicker than manually selecting a list of teammates, and also m...
almost 4 years ago in Object/resource management / Teammate Groups 0 Backlog

Support multiple windows in Desktop app

To make admin work easier and allow to quickly jump from rules to a specific conversations for instance.
9 months ago in Admin Experience 0 Backlog