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Salesforce integration - Send Email to Salesforce - Log to Opportunity records
Customers wany to be able to use the Send Email to Salesforce rule action to log emails to Opportunity records. More discovery would be needed to understand how feasible this is. https://frontjira.atlassian.net/browse/PB-7640
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6
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Show number of matches in a conversation + navigate between them
When a conversation has more than one match, it is not visible unless: I scroll through the conversation thread and see highlights I redo my search inside the conversation with a cmd+f or ctrl+f shortcut I wish to be able to know that a conversati...
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3
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[context] Ai tagging based on entity (date, duration, product name, amount...)
Situation & Request Wish to tag based on spec values such as dates, amounts, and durations. Currently, the AI Tagging tool is not equipped to detect and apply tags based on these structured data types. Potential Solution Invest in entity detec...
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15
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the ability to search participants in the email/ internal comments thread
I would like to be able to, ideally, click on a subscriber icon and have a search result (like pinned comments) pop up with only their comments from an email /internal comment chain. I am often looking back to see what Karen or Bob said about such...
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