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Customer Ideas Portal

The Customer Ideas Portal gives you the opportunity to submit Ideas for new features and functions to add to the products and vote up existing ideas that are important to your organization.

Ideas that you create are viewable by other customers, so please be mindful of the details you include in the title and description.

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Note: Product bugs or configuration requests that are specific to your organization should be submitted through a case on the Customer Success Portal.

Status Will not implement
Created by Guest
Created on Aug 12, 2020

Email: Add ability to populate email templates with system users

Streamline workflow by having the ability to populate email templates with users (not only contacts) and would like syncing with Outlook contacts

Solution Platform ClearSight
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  • Admin
    Dianna Talmadge
    Reply
    |
    Jul 25, 2022

    Related Epic is tied to a parking lot release so leaving Idea as future consideration

  • Admin
    Laura Amedeo
    Reply
    |
    Sep 11, 2020

    After discussing with Schneider more today, the request is really to pull in Contacts from Outlook into an email when user is creating an email from within ClearSight (is there a plug-in or something that would allow this?).

  • +1