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Search results: Accounts Manager

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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...
over 2 years ago in Accounts Manager 1 Backlog

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.
over 2 years ago in Accounts Manager / Contacts 0 Backlog

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...
12 months ago in Accounts Manager / Admin Experience 0 Backlog