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Tab Through to Dynamic Message Template Fields

I'd love to have to have the ability to tab through/to fields we need to upate with each email in message templates. Like custom fields that a user can open an email, insert the template, and then tab through to insert the data pertinent to that e...
over 2 years ago in Composer / Message templates 0 Backlog

Prevent custom field values being manually edited

Some custom fields are meant to be used by rules or automations only, and not be manually edited by users. How could we allow admins to prevent certain custom fields being manually edited?
over 3 years ago in Custom fields / Resource management permissions 0 Backlog

Send to Slack integration — support for customizing fields

The Send to Slack form is an awesome way to highlight convos in Slack channels. It'd be great to add other fields to the form that are customizable. This would make highlighting and viewing relevant information in Slack easier
over 2 years ago in Existing integrations 0 Backlog

Do not override customer contact details with pre-live chat form entries

We ask to collect info in the pre livechat form (e.g. email + a reference using a custom field) but if the customer types this in wrong or doesn't enter anything this information will be edited / deleted from the contact information. We need this ...
over 2 years ago in Front Chat 0 Backlog

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...
almost 2 years ago in Contacts / Custom fields 0 Backlog

Allow dynamic objects to be created without a target URL

As of today, users are required to specify a target URL in a dynamic object. For example: www.orders.com/orders/[ORDER ID] However, not all business objects can be linked to through some URL. Some business objects live in desktop apps or aren't ea...
almost 2 years ago in Dynamic objects 0 Backlog

Add team roles to Teammate Groups

It would be great to be able to add team roles as a dynamic variable within teammate groups, so they can be referenced in account custom fields for rule-based automations. A use case would be if you had clients that were assigned to a specific tea...
about 2 years ago in Admin Experience 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...
about 1 year ago in Accounts Manager / Admin Experience 0 Backlog

Use default field configuration for Jira projects

Currently, a user can customize the fields they see when creating a Jira ticket via the plugin. This allows them to select the fields that are appropriate for that project and ticket type. However, for large organizations, this requires every sing...
about 2 years ago in Existing integrations 0 Backlog

More resources and types for custom fields

Add custom fields for more resources: Company, Workspace Add more custom fields types: Tag List, ... This can unlock many scenarios that need a centralised record of constants: incident management with IMs, advanced rules scenarios etc.
about 2 years ago in Custom fields 0 Backlog