Feature Requests

Please put back the ability to remove a contacts (Staff) phone number. We have many staff members that do not have a company supplied phone and have to use their personal phone number for the verification step. We used to be able to remove the number once the account was setup, please put this feature back as this will cause a potential breach of company/staff privacy policy.

Normalmente hablamos con el cliente por teléfono y pocas veces por WhatsApp por lo tanto el cliente de forma inicial nunca nos ACEPTO para empezar a conversar por WhatsApp hasta que llega el momento de ser necesario y el cliente tiene el estado WhatsApp: NO. Seria bueno tener un botón para volver a enviarle la aprobación de WhatsApp.

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?

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.

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

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 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

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.