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leonectrConversationalist

asked in Get started on Front

Add member

Hello everybody,I have a problem with adding a member to my team.I receive this message when I want to invite him: "an error occurred while sending the teammate invite"I didn't find a solution...Can you help me ? Thanks ! 😃

3 months ago

NS2

asked in Get started on Front

Historical Conversations Best Practices Views and Tags

Historical Conversations Best Practices Views and Tags Is it best to audit and apply tags prior to or after migration? If keywords can be used to create a search and then apply tags for past conversations, then after the tags are applied, conversations with those tags will be visible in the Tags Report, correct? Is it best practice to create a View for Historical Conversations? If Nested Tags do not display in the analytics dashboard itself, should they be be used at all, or are their specific use cases for a Nested tag, if they are not displayed in the analytics dashboard?Nested tags in AnalyticsThe tag path will be displayed in any tag dropdown menu, however, the tag path will not display in the analytics dashboard itself.

3 months ago

NS2

asked in Workflows discussion

Harnessing Front's Power with Slack Integration: Streamlining Communications and Boosting Efficiency

Harnessing Front's Power with Slack Integration: Streamlining Communications and Boosting Efficiency 1. Does Front's Slack Integration Reduce Direct Slack App Usage? Have companies observed a decrease in direct Slack App usage after implementing the Front Slack Integration, especially for common tasks like interdepartmental communications about order fulfillment and invoice payment? 2. Centralized Action in Front: How has the Front Slack Integration, in conjunction with Front’s comment and Dynamic Object features, enabled companies to streamline action and conversation within Front, promoting centralized activity and increased efficiency? 3. Advocating for Front: What strategies have worked successfully to promote Front as the primary communication platform and central hub for workflows, instead of the Slack App itself? 4. Efficiency and Cultural Adoption: How has the Front Slack Integration impacted your team's efficiency? Furthermore, how have you culturally encouraged its adoption,

3 months ago

annieEnthusiast

asked in Developer Q&A

Dynamic Objects Help

Hey all,We thought we were utilizing all of Front’s features…. until today when we learned about dynamic objects - mind blown! Since I am not a developer, we’re seeking any tips, tricks or help articles for how to configure a dynamic variable when the Target URL doesn’t include the “text pattern.” For example, I’d like to create a dynamic variable for our Order numbers, but our Salesforce link doesn’t actually ID the order number in the URL. Thanks for any advice!

3 months ago

chloe_knatzFronteer

asked in Workflows discussion

Dynamic Objects

Does anyone have specific use cases of how they have added in dynamic objects to increase efficiency of their teams?

3 months ago

CSM_IConversationalist

asked in Get started on Front

What is the most effective feature and tools you have found to maximize time?

I have found that using tags and rules together has been my favorite tool. This approach has saved my team a lot of valuable time!

3 months ago

GaspardFronteer

asked in Desktop release notes

Front Desktop 3.48.6

Upgrades to Electron 27.2.2

3 months ago

danielle_brodEnthusiast

asked in Product Q&A

Auto Replies and Distribution Lists

Auto replies are a big selling point that our teams would like to take advantage of, but we typically run into issues since using a distribution list is not compatible with the feature per testing and the setup guide. Has anyone found a good workaround, or an easy way to automate replies when there’s a distribution list in the recipients field?

3 months ago

bbayConversationalist

asked in Developer Q&A

Configure a dynamic object for an MC number & Fraud Detect

Two questions:1.-Ive completed the walk through for the Highway intergration. The issue i have is there are many different ways carriers, cusotmers, fastors, etc….use MC. EXAMPLES: MC#123435, MC# 12345, MC12345, MC 123345, MC: 123445. Im catching very few MC’s because of this, Am i missing something? I could create seperate objects, but that would consume a ton of time. (a copy or ability to use dyamic objects for other links, or an OR statement) 2.- Fraud detector, im getting multiple comments in conversations at times, i understood that the custom senders object was supposed to stop that part. Any help would be great.

3 months ago

JohnWSmart Cookie

asked in Developer Q&A

Using Microsoft Power Automate to connect/automate Workflows

Has anyone (Front internal or external) explored using Microsoft Power Automate integration to connect / automate workflows with 3rd-party applications? It looks like a Custom Connector would be possible. Build and certify custom connectors - Power Automate | Microsoft Learn

3 months ago

scott_reidConversationalist

asked in Developer discussion

Email pairing

During Frontlines 2023 it was mentioned that the ability to link separate email threads together would be coming soon. How soon will that feature be coming? We typically have 2 email threads for every shipment and this will definitely save us some time! I am using Dynamics to get there now, but I can only imagine the ease of use this will add!

3 months ago

garethRookie

asked in Workflows discussion

How do I stop new emails attaching to archived threads?

HiOur team of 5 receive email requests into the shared inbox from a defined pool of around 50 service users. Sometimes it might be two or three months between an email from the same person.Currently, we’re finding that a new email request will often attach to an old thread from that same service user, even if that thread was previously archived (sometimes months, even years ago!) The new email will also be assigned to the same person who dealt with the original thread.Similarly, if the same service user sends over multiple requests in a short period, they all end up attaching to each other and being assigned to the person who dealt with the original request.This can make it harder to spot the new requests, as it looks they are already assigned and being dealt with by another team member.I suppose what I’m asking is, is there an easy way to prevent new emails attaching to old archived threads? Thanks for any ideas!GarethPS We are on a legacy plan, not the Growth plan or above.

3 months ago

nicole.kaneConversationalist

asked in Get started on Front

Analytics

For an operations and logistics based company - which analytical feature do you think best suit the needs to meet expectations of customers.

4 months ago

mc10Conversationalist

asked in Developer Q&A

Zapier / Import Message / Body did not satisfy requirements

Hello all, Using the “Import message” event with a shared inbox. It fails because "Body did not satisfy requirements.” Any suggestions?

4 months ago

c_kellyConversationalist

asked in Workflows discussion

How can I keep accounts on a user level instead of the whole company?

Hello - we have a strict need to know policy at my company. We’d like to take advantage of the Accounts section but we would like it to be on a user/admin level only. Is this possible?

4 months ago

shannmreRookie

asked in Workflows discussion

Setting Up Automation to Individual Users

Hello! We currently have 4 account managers spread over 100+ clients. I’m curious what you may suggest as to how we can route these to the appropriate account manager? Currently the AMs monitor one singular inbox and assign the messages as appropriate, but I think if we may trigger them to automatically send to the AMs, it will help reduce our main inbox.Thoughts?

4 months ago

steve_rumbleConversationalist

asked in Product Q&A

Assisting users who really struggle with the move from Outlook to Front

Question for the community. Has anyone had someone they have setup Front for, and they simply do not get how it works? Totally stuck within the Outlook realm no matter how many training sessions, and guidance you have given? Keen to understand how others have overcome this.

4 months ago

michaelduffyConversationalist

asked in Developer Q&A

Looking for Ideas

Hello! I’ve recently ben working through the FCA certification, and I’m excited by all the different aspects of Front that are available. I’m the head of the B2B division of my company, and serve as the admin for our employees who use Front, primarily our sales and customer service teams.I’m wondering if there are any users who already use the same services that I use, and if you’ve figured out any clever context links that I could implement in my system. The most common services we receive communication from are Faire, QuickBooks, Asana, Shopify, and Dialpad Voice. If anyone has developed custom fields or context links for these services, I’d love to hear about it.Thanks in advance!

5 months ago

tchristlerConversationalist

asked in Workflows discussion

Chat Survey

Is there a way to automate a survey to users following a chat conversation?

5 months ago

nina_schaeferConversationalist

asked in Workflows discussion

Custom Views and Tags

Hi,We work with custom views to divide inboxes because we don't have teammates for individual topics, but we have different teams for different areas. We sort these views using tags and corresponding rules. If we remove such a TAG, the conversation will, of course, immediately disappear from the view. It is then relatively difficult to find them again, e.g. to archive, reply or set another TAG.Do you have any suggestions for solutions to this? BestNina

5 months ago

tom_karenaConversationalist

asked in Workflows discussion

eli_reyesConversationalist

asked in Get started on Front

Reply

Once reply is sent is there anyway to remove? or edit?

5 months ago

mmontgomeryConversationalist

asked in Get started on Front

Calendar

When you add an item to your email calendar will it automatically be added to your teams’ calendar and be able to be viewed just like in your email?

5 months ago

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