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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
3 MERGED

Rules - description/notes field

Merged
Forto and DESRI are working with many rules that have dynamic variables. People do not understand rules or variables created by others. It even happens sometimes that one user forgets why they created their own rule. A description/notes field woul...
almost 2 years ago in Rule management / Workflows 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

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

Collect teammate answers: allow optional text prompts

When a Macro has a Collect Teammate Answer step, leaving a text field empty could be a valid response that triggers a different branch condition. An option within "Add prompt" to mark a text field as Optional would allow for this added flexibility.
8 months ago in Macros 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

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

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

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 ...
9 months ago in Admin Experience 0 Backlog