Feature Requests

Add the possibility to link a contact fix to an operation center account. Then the PIN-List in the ticket should only show the PINs of the linked OPC account.

Be able to identify land line numbers so they are not included in broadcast messages. Currently there is a limit on number of broadcast numbers and having land line numbers take up a slot doesn't help.

Merging of contacts is a necessity. Selection of multiple entries for the same person where they have a landline, mobile and email address that needs to be placed under the one contact.

I think it is very useful to insert a new "ADDRESS" field in the contact card, this is because there are many cases of homonymy among our customers. I attach photos with an example.

Selecting multiple contacts and being able to bulk update their organisation, external ID, Account# would be a game changer for keeping the contacts database in check instead of having to go into individual contacts to update these items.

Add an open comment text field to contacts. Should should give the possibility to add information to this customer which is important for all advisors. For example customer has unpaid bills.

We would like to see a Favorites group under the contacts tab to be able to add all of our internal teams to. This would all for quicker ticket creation between internal teams.

It would be nice to edit an organization name, so that it updates across all users within that organization. We recently had several orgs change their name, and now are manually updating each organization within each contact.

We are going to use ExpertConnect as an internal resource. Currently, when adding an Advisor, they have to use their cell phone to login the first time. Some of our users do not have the Country Code to login this way. Is there a plan for adding Advisor's without the need to use their cell phone?

Add additional "Customer-Type" field, see attachment. This should give the possibilitiy to add the information to a contact if this is the Owner, Principal, Manager, Driver, etc. of this farm. So advisors easily can see to whom they are speak.