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Ability to create account lists dynamically

I'd like to be able to create lists of accounts (especially dynamic lists based on values from custom fields, etc.)
over 2 years ago in Contacts 0 Backlog

Dynamically Display Knowledge Base Articles based on custom fields

Once or if we support the ability gate Knowledge Base behind a login page, then the Knowledge Base could dynamically show articles based on the user's custom fields tied to their account. For example, if a school provides a Knowledge Base to paren...
almost 2 years ago in Knowledge Base 0 Backlog

Hubspot / Salesforce CRM Sync to update lists

Ability to have contact/accounts lists updated just like custom fields from the CRM Syncs (Salesforce, Hubspot etc)
almost 2 years ago in Contacts / Existing integrations 0 Backlog

Duration-type dynamic variables & custom fields

Introduce duration fields in rules to power time-sensitive workflows. For example: Add a "SLA target" custom field on the account to support a customer-specific SLA targets Have a "contract renewal date" custom field and use dynamic variable to fi...
over 3 years ago in Smart rules 0 Backlog

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...
almost 2 years ago in Contacts 0 Backlog

Enhanced custom contact field functionality

When making custom contact fields as a dropdown list, I've found these two functionalities would be super helpful for more customization: It would be great to be able to have a dropdown of pre-selected options as well as a free-text response box i...
over 1 year ago in Custom fields 0 Backlog

Streamline management of teammate custom fields in table

Show and edit custom fields directly in teammates table without having to navigate into each user.
8 months ago in Custom fields 0 Backlog

Expose Conversation Custom Fields to Plugin SDK

Right now if we need to access custom fields on a Conversation via the Plugin SDK, we need to issue a server-side API request to GET /conversations/:id. It would be helpful to expose conversation custom fields to the Plugin SDK in the same way as ...
over 1 year ago in SDK 1 Backlog

Date-only Custom Field format (not time)

Currently a date value that is imported assumes a time value (midnight?) and then converts that from my local time to UTC, so what is displayed in the field instead of say Jan 1/25 is Dec. 31/24 4PM. The ask is to add a date-only format option to ...
8 months ago in Admin Experience 0 Backlog

Allow Inbox custom fields in signatures

It would be useful to be able to access the Inbox custom fields when adding template variables into signatures, so that we could have one signature that pulls in inbox-specific information. Right now we use Account custom fields for a similar purp...
about 2 years ago in Signatures 1 Backlog