When a specific TAG is being used -> link it to the proper signature. Ex: tag is "prospect" -> use the prospect signature. Same for client, same for a specific product or campain.
Instead of seeing only 4 recent templates, and then ALL templates and having to scroll through everyone's, can we either increase the RECENT section or be able to filter by our own personal templates?
[core] AI Tagging - Only apply one tag from the list
Only of tag from the list selected in the rule can be applied. This would be an option similar to required tagging rule (see attached file) The closed tag is the one to be applied (context shared with Robert live).
Due to an increase in phishing emails lately and a possible influx of more capable attempts with the advancements in AI tech it's important to make sure there are processes in place to catch them before they can cause issues. The idea is a new rul...
There currently is the ability to add notes to a contact but when you switch the contact to the account level, that feature goes away. This would allow us to log notes to the account regardless of who reaches out to our support team.