Feature Requests

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.

When using the template to import contacts, have a field to flag the contact as internal.

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?

When updating a contact, you should have the same information as when you are creating a contact. Once a contact is created you cannot add the organization or account number. We should be able to update those fields

Some of our customers may call us on a second number or we have two numbers that we would like to be able to save in their contact information. Would it be possible to add a second phone option within each contact?

Hello, I have a recommendation for you. Just like on WhatsApp, it would be nice to be able to find all the photos sent by each customer, without having to search through each ticket where the photo was sent.

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.

Could I get a selectable "preferred contact method" contact field in the contacts? This would let our specialists know how to reach out to our customers in the most effective way. I'd like to see these options: 1 - Phone 2 - Text 3 - Email 4 - Other (add manual entry)

There are several of us that support many teams. For proactive call campaigns would be ideal for option to force us to choose a team when we create a ticket. We have called customers from the wrong team many times.

We have customers with service agreements, we use the segments section to identify who has one of these agreements in place. It would be handy to be able to apply the segment to the organisation, or even to have the organisation as a separate entity with staff or owners under that entity to allow for notes/segments etc against it.