Admin and settings Q&A

Hello everyone, I'm new to using Front. For many years I had to use other platforms, and when I discovered Front, it opened my mind to a lot of possibilities. What's your favorite feature? Mine is tags based on keywords, although simple, very effective Is there a feature you've found especially helpful so far?

We’re currently in our implementation with Front and custom fields across inboxes, contacts, accounts, conversations, etc. are bit intimidating for our team. Does anyone have any advice on how to think through the different custom fields and/or examples of how this has helped automation?

Hi Fronteers!I just saw the different AI features that Front has, AI compose for email, AI compose for knowledge base, AI Summarize.Is there a way to adjust the language and tone that the AI uses so that it resembles my way of communicating, and thus give a more personal touch to the text?Thank you!

One of the functions that I found very interesting is the SLC (Service Level Agreement). I think it is important to maintain a good response time with clients to continue having a good relationship with them.I found very useful the tool to add {{survey}} at the end of an email tread, should be great to measure customer satisfaction.Also great tool I will start using is the ''Compose with IA'', I think it is a great way to improve the tone of the email.

Hello this is probably very simple but just not seeing it as a option.  I can sort the inbox so that the newest email is on top.   But what I am looking for is a way to sort the conversations/replies from the customer or the team, once I open a email thread.  Currently if the team adds a internal message.  I need to scroll through the entire thread to the bottom in order to see it the most current reply. 

Hi Front Community! Me and a couple of my coworkers have run into a little bit of problem through the inboxes that we are managing using Front. As it stands, I am the primary person that is responsible for managing two inboxes that we have synced to Front. However, two other people in my department (that also have access to the inbox) are having emails auto-assigned to them. We haven’t created any rules or made any changes to auto assign emails to specific people. For context, I’m an intern and my two coworkers have requested that I only manually assign emails to them either when something is out of my reach or if I need help with something. Unfortunately, the auto assignment problem that we are having has resulted in longer response times. Because it is a new year, we are trying to fix this issue before everything starts to pick up again. Any help or advice would be greatly appreciated. 

Hi team,  I’m trying to understand, why if I restricted access to a workspace and its inboxes, a Front user can still see and assign conversations to an inbox they dont have access to? Is there any work around to prevent this from happening?I dont want every front user to be able ALL the available inboxes in front in the different workspaces.Any good best practices here?

What are some of the best tips’ and tricks for users moving from traditional outlook?

Hi there,  so I have enabled the Intercom channel to manage Intercom chats on Front.Independently, we have an API from our data source to Front and have created all of our contacts and accounts, however, when a chat is created, the contact is not linked to the existing contacts.  Do I need to set up some kind of rule?I would have expected Front to authenticate the contact with what is already existing… Can I get some guidance on how to make it happen?Thank you  

Hi there, I wonder if there is any way to bulk upload tags from a csv? I havent been able to find anything related to it in the help centerThanks for letting me know, Alex 

How can I find out how many e-mails have been processed by my team? Note that an e-mail can contain several replies, so how can I find out how many e-mails have been processed by each member of  team? 

Does Front Academy have a sandbox in which I can try the activities from the courses? I don’t have admin access yet for my organization but am working towards my certification in preparation for that, so a test environment would be very helpful.

Hi. I’m trying the new company rule but create rule button doesn’t work. Otherwise  I can create for the Share rule page and making the enable the rule. Just doesn’work  the company rule. I thinked my licence not enough the new company rule. Thanks for returns :)  

Hi! We recently switched to Front and used to use the function in Microsoft Outlook a lot, where you can see other peoples shared calenders. Super handy of course. I couldn’t find this in Front however - is it possible to see your and your teammate’s calender next to each other to find a time slot? 

Hello everyone in the Front Community! I'm thrilled to share that I've completed the Front Certified Admin training courses and am eager to leverage Front's capabilities to enhance our customer communication, agent user experience, and detailed analytics reporting. Our company, a large entity with multiple communication platforms, aims to improve the onboarding process for our teams gradually. I'm curious to learn about the strategies you've found successful in transitioning your teams to Front. Thanks for any advice you can give!

Hi,Is there a way to save a View in Analytics and also have the date span fixed to this view?I would like to create Analytics views for quarter, monthly, weekly, and rolling 7 days, but I have not found any option to fix the date period.Thank you.

Hi Front Community! As someone who is new to using Front, I have seen that one of the primary benefits of using Front is that people have the option to link many different platforms that are used for customer service applications. As a result, is there any benefit for linking my personal inbox to Front. I do apologize if this is a stupid question, but am just looking to get some clarification on this topic. 

Hello.Is there a way to remove the unused, standard, fields when viewing contacts in Shared Contacts? For example, a clients X handle is not something we need to track and it pushes the Shared Contacts custom fields we do want to track lower or off scree entirely.Maybe being able to sort the order of all of the fields would work as well. Where we just move the fields we are not using to the end.Thank you!

I just finished setting up our front platform and hopefully it is set for launch date! Any advice on what’s the best CRM tool available as a plugin for us to use? 

I am not receiving any email notifications on my Mac, using the Front 3.57.5 app. I have enabled all notifications in the app. I have enabled banner notifications on my Mac. I do receive Front calendar notifications with no problem, but never any email notifications. The closest I get is a badge on the icon. Any thoughts here? 

My company utilizes teams for internal communications for items that may not need a full request or ticket started.  Are there plans on the Front Roadmap to allow communications with Teams channels? We’re exploring some custom projects to unify our communication channels and need to determine if it is worth the lift. 

Hello, I may have missed this point during the Academy training, but when you Archive emails using Front, does that also sync those actions with the connected channel inbox?  Or is archiving specific to the Front platform and does not affect the channel email inbox? Hopefully this makes sense, thank you for any insight!

Hi Front Community!I have just moved my teams into Front over two weeks ago, everything is going smoothly but I would like them to use more the Discussions tools in Front to communicate between them, instead of Teams.The challenge I have is that we are collaborating with many teams in our business not using Fromt and using Teams, so it is difficult for my teams to understand why they should use the Discussions channels. How do you compete with MS Teams for your teams to use Front? And what tools we could be using to attract them into Front Discussions?Thanks 

Which dashboards do you use most to track your teams performance and workload and feel provides an accurate representation?

Hey Frontiers!! How do we star mark an important email? Or is there any similar feature to quick access important emails? Help!