Great minds think alike

Right now, if I want to call from a Third Party Phone System (Aloware, for this example), I had to open the Contact and call from there. In the Inbox, it will always says Third Party is Not Available.  However, once I changed the call option from Contact and keep the window tab option, I come back to Inbox in a different window tab and refresh it. Alloware becomes an default option for every conversation in the Box. But if I close the Contact window, that option is no longer availble. I'm unsure why it is set up this way. Third Party Phone System Integrations should be available from the Inbox.  ...read more

When I create quotes and invoices, we normally add a credit card processing fee of 3% on the total amount after taxes. This fee should not be taxed, but I can't find a way to label that line item as tax exempt on the invoice.   Another example would be if we are charging parking fee's to the customer. These are not taxable line items but there doesn't seem to be a way around this.    Please help provide a solution. ...read more

When creating complex lists sometimes you need to test which criteria is bringing which contacts to the list, which is restricting contacts from jkoining, and which are redundant. Currnet option is to make multiple lists, or to build and rebuild criteria to see th eoverall affect, but it would be nice to be able to toggle on/off criteria groups to achieve this without the need to delete/repeat.    I don't have a usecase for the need to save toggled off list criteria, and I can see people mistakenly leaving segments turned off. I imagine that it doesn't have to be an ability available in place if you want to publish your list.  ...read more