Search results: Contacts
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29
VOTE
15
VOTE
Ability to rearrange the fields in Accounts and Contacts in a particular bespoke order
Just allows us to put the fields in the same order as they appear in other systems so breeds familiarity. As users build out Account list and custom fields, there should be a way to rearrange columns, sort by column, move them up/down the order, e...
1
Backlog
5
VOTE
Ability to add tags to both contacts and accounts (like conversation tags)
It would be helpful to be able to add tags across contacts and accounts, similarly to how we can tag conversations. This would be especially helpful if we could create dynamic contact lists based on these tags or other custom fields.
0
Backlog
8
VOTE
4
VOTE
3
VOTE
3
VOTE
Configure columns for custom fields in contacts manager
I saw that I could use Custom Fields to add custom columns. But unfortunately I can't configure them the way I want.Example in this screenshot, the Twitter and Description columns don't interest me at all. I would have liked to be able to delete/h...
0
Backlog
2
VOTE
Ability to generate contact lists dynamically based on custom fields
Instead of having static contact lists, they should be dynamically updated based on contact lists. This will ensure that the right people are getting emailed every time without having to remember to manually update organizational changes. For exam...
0
Backlog
1
VOTE
Reassign custom fields pointing to a teammate to another user
Today when a user is disabled, the account remain assigned to that user in Accounts. If their manager remembers that there are accounts assigned to a departed user, they will give me a back up user or a lits of user to re-assign accounts to. To co...
0
Backlog
2
VOTE