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45
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2
VOTE
More granular permissions - disable field editing or other actions such as "reply"
Disable field editing to keep single source of truth in CRM as native sync from Hubspot or Salesforce for example are only one way batches. So if a user edits a contact field this wont be reflected in hubspot and when the next batch syncs, their c...
0
Backlog
2
VOTE
45
VOTE
Different signature on reply emails than on initial email
Option (perhaps a setting or a rule) to have a different email signature on reply emails than on initial emails. This is available on other platforms. My signature is quite lengthy on purpose, but it doesn’t need to appear on every subsequent repl...
2
Backlog
4
VOTE
2
VOTE
Add quick actions to Portal - Self Service Actions
All customers on the portal to take quick actions by surfacing quick actions (similar to macros in the inbox) on the portal. (Not necessarily attached to a conversation - instead just quick actions that allow users to interact with systems such as...
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76
VOTE
24
VOTE
Add "Time of the day is" as Rule Trigger
The existing time criteria all exist as conditions to rules rather than triggers. For an overnight coverage use case it would be extremely helpful to have a time-based trigger be capable of taking action on a conversation. "When the clock strikes ...
3
Backlog
70
VOTE
40
VOTE