ADD A NEW IDEA

All ideas

Showing 1727

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...
almost 2 years ago in Workflows 0 Backlog

Preview of account name

We are transitioning out of manual tagging each client name and properly using the account contact feature. Some are having a harder time not seeing it so obvious so I would like to pitch that account name can have a preview tag the same way a Jir...
almost 2 years ago in Contacts 0 Backlog

Ability to print and have the pop up screen close after it is done printing.

When printing or synergizing emails, there is a pop up screen that comes up. It does not automatically close after the file is printed.
almost 2 years ago in Printing 0 Backlog

Shared Inbox Company Rules

Would love to have the ability to generate company rules, such as SLAs, company wide but geared towards specific shared inboxes. The intention is to create uniformity in company based rules as opposed to individual shared inbox rules.
almost 2 years ago in Workflows 0 Backlog

Contact Lists Specific to Users

It would be helpful to be able to limit contact lists to only certain teammates. We have contacts will similar names and other departments accidentally send to the wrong address at times.
almost 2 years ago in Contacts 0 Backlog

Autotask integration

While in Front, we would like to be able to click a button to have Front search the Autotask system to find the ticket created so we can put time in against the ticket. It would be great if Front actually pulled up the ticket in Front or as a star...
almost 2 years ago in New integration requests 0 Backlog

Select Timezone to display based on user vs reciever

Timezone issues & request: The timezones in Front display dates and times of custom date/time field in the Front User (ie, Employee) timezone. However, when we are communicating with our clients we communicate the time of their appointments in...
almost 2 years ago in Custom fields 0 Backlog

Confirmation of Contact Created in SFDC Plug-in

When a contact is created in the SFDC P4 Plug-in, there is no definitive confirmation that the contact has been created. This leads to confusion and duplicate entries of the same contact into our SFDC database
almost 2 years ago in Contacts P4 Plugins 0 Backlog

Re-ordering Inbox Drop Down List

It would be helpful for our team if we could rearrange the inboxes in the "move to" drop down list in a custom order.
almost 2 years ago in Triage - get to inbox 0 0 Backlog

Customizable Options for "Advance Notice" — Scheduling Links

For the "Edit scheduling links" feature, we should have the ability to edit the options available for the "Advance Notice" dropdown/picklist. For example, I think that "18 hours" or "20 hours" is a big omission. Let's say I work 9AM-5PM and a clie...
almost 2 years ago in Accessing / Organizing Data / Scheduling Links 0 Backlog