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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

Remove fields from existing Salesforce / Hubspot contact once the field is removed from sync settings

When a contact field is removed in the Salesforce / Hubspot sync settings, this field should be removed for all existing contacts. As of today, if a field is removed from the sync settings, the field is not removed from existing contacts. Only new...
almost 2 years ago in Contacts / Existing integrations 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

Support custom fields on Teammate Groups

Now that the core API supports groups, it would be nice to be able to add custom fields to them as well. For my use case, I want to add a boolean value to tell my application if users should be allowed to add themselves to the group via API.
about 1 year ago in Admin Experience 0 Backlog