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Community topics about Front features and workflows

185 Topics

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theresa_leeFronteer

posted in Frontlines forum

[From support breakout] Turning detractors into supporters

What are one or two things your team does to turn your biggest detractors into supporters?

1 month ago

Philippe_RCConversationalist

asked in Get started on Front

Is an API required to trigger tasks creation in Hubspot?

We are using hubspot for most of our current automation and processes. Can I use a automation rule to generate a task in Hubspot when XYZ conditions or do I need to create an API for that?

1 month ago

Philippe_RCConversationalist

asked in Get started on Front

tianaConversationalist

posted in Product Q&A

Monday.com integration and workflow

Hello! Has anyone been using the Monday.com integration in your sidebar? Are you finding it useful? Time saver? How are your teams using this feature as it relates to Front? Some of our teams are heavy Monday.com users and some moderate users. Some of our team does not use this at all, they have no need and no access. So given all the levels our team experiences, I am trying to find the best uses for this across the board.

1 month ago

HarryWFConversationalist

asked in Workflows discussion

Context Link Implementation - Order number not present in URL

Hi all!I’ve tried working with context links and I’m a bit stuck. I’m trying to build one that pulls our Shopify order page, using the order number. The format is Order #XXXXX. The main issue I’m having is that the order number appears nowhere in the URL, they seem to differ quite a lot. I’ve poked around on Shopify’s forums trying to figure out an alternative but I’m a bit stumped. Any advice would be appreciated!

1 month ago

alexmRookie

asked in Workflows discussion

Creating tags

Is it possible to convert a dynamic object into a tag?For example. We receive an email from our CRM each time when new order is created. Each email contains an unique number.I’d like this number to be a tag.

1 month ago

jetstreamrobynConversationalist

posted in Workflows discussion

Leveraging the power of Summarize with AI

Hi! I’m interested to hear any input about how other teams are leveraging the power of the Summarize with AI tool. Are you seeing marked differences in team collaboration, time savings/efficiency, improved team member satisfaction? Have you been able to quantify the improvement(s) in any way? In what use case examples is this tool proving to be the most effective?Thanks :)

1 month ago

kylieaRookie

asked in Product Q&A

Inbox settings

We are looking for ways to organize both our personal inboxes and shared inboxes. We would like to be able to see unread messages first/at the top of the inbox. We also would like for shared inboxes to have send settings. We do not want emails to archive when we reply to them.

1 month ago

jetstreamrobynConversationalist

asked in Product Q&A

Is there a way to export all emails/threads containing the same filter?

For instance all emails from the same sender, or all emails tagged with the same tag. Is there a way to export all of this content from Front? Our team’s idea here is that they want to be able to use ChatGPT/AI to extract info in bulk or summarize content.Thanks!

1 month ago

helenaCommunity Manager

published in Product Q&A

Front Knowledge Base AMAAMA

Hello, community! You might already know that we recently launched Front Knowledge Base, a tool for you to centralize all your internal info for your team and/or external info for customers, which you can manage and access right within Front — reducing both your content and software sprawl. We use it ourselves to host our Help Center.If there’s anything you want to know about this new feature, you’ve come to the right place! We’re excited to answer your questions and get you started, with the help of Front’s two knowledge base experts:Anisha: Our internal PM for Knowledge Base who can answer anything related to its features, roadmap, workflows, and tips. Karen: Front’s own Help Center queen who runs our help center and can answer questions about migrating to Front Knowledge Base, how Front uses Knowledge Base, and general help center processes. You don’t need to direct your question to any specific person, as they’ll naturally answer the ones in their domain. Please submit as many ques

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1 month ago

daniel_smithRookie

asked in Product Q&A

See Non-Front Users Calendars (in our workspace)

Is there any way to see non-Front users calendars in our workspace in Front? I can see them when I go to view calendars and enter their email in there but it does not auto-populate when generating meetings. Any workarounds anyone is aware of?

1 month ago

shaEnthusiast

asked in Product Q&A

Switch to French

Is there a way to switch our users preferences to French?For scheduling meetings, the default information is in English.Thanks

1 month ago

tameakaRookie

asked in Product Q&A

Error with Microsoft 365

I have been able to connect to Microsoft but cannot save the credentials in Front. I keep getting an error message. I know the email address and password are correct as I am able to log into the account directly.I’ve reached out for help but haven’t gotten a response.Any ideas on how to fix this?

1 month ago

lagarc30Rookie

asked in Product Q&A

Analytics

Im trying to run reports to see all emails completed by my team. When I go to team performance, its only showing my information. How do I get it to show my teams performance and not just my own?

1 month ago

jetstreamrobynConversationalist

asked in Product Q&A

Would Dynamic Objects work for our use case?

We’re very interested in leveraging the Dynamic Objects feature! The issue I’m running into is that our strings don’t have a static component like the ones shown in all examples.To better clarify our instance, we use booking IDs that are composed of (currently) 6 digits (for example 123456). Booking IDs are assigned to bookings on an increasing basis (so the subsequent 2 bookings received would have IDs 123457 and 123458 respectively). I see also that strings cannot include spaces (so we wouldn’t be able to recognize strings from messages containing for example “I am asking about Booking 123456”). Occasionally, a customer may say “I am asking about Booking #123456”, in which case the static component of the string could be the #, however this would miss the vast majority of instances where the Dynamic Object could be applied. Are there any solutions to this?Thanks!

2 months ago

runakoHelper

asked in Product Q&A

Can't Share Front Certified admin Cert on Linkedin

Hello! I Can't Share my Front Certified admin Cert on Linkedin beause the website is a bit buggy. Can anyone help here?

2 months ago

Zhe08Rookie

asked in Get started on Front

Multiple Users/Device - One Log In Credentials

Is it possible to have multiple users/devices use one login credentials? For instance, I have a group of 10 analysts and I wanted them to use one login credentials for uniformity and it will only show as a group email to my clients. Hope you can provide me with answers on this.

2 months ago

steve_bottorffRookie

asked in Product Q&A

How to include email inquiry in auto generated reply

Hello community, Is there a way to include the email inquiry in an auto generated reply? Currently the auto generated reply only includes the email header, and not the body of the email. Customers would like to see the body of their email inquiry in the auto generated reply with the conversation number. thanks,Steve

2 months ago

jeremyspiegelFronteer

posted in Desktop release notes

Front Desktop 3.44.18

This update includes a fix for the Mac App Store. It is only applicable to the Mac App Store and the build can be found there. Users on the normal macOS build and the Windows build will remain on version 3.44.15.

2 months ago

theresa_leeFronteer

posted in Frontlines forum

[From support breakout] Helpful tags for organization

What are some of the most helpful tags used to organize conversations/tickets?

2 months ago

helenaCommunity Manager

published in Workflows discussion

What individual automations and rules increase your productivity?Share your workflow

Tag conversations while on leave What are your automations for individual productivity? Since Front has a rule engine for your individual workspace, the sky is the limit in creating workflows to handle your work for you.Here’s one that’s good for organizing your work when you need to go on an extended leave such as a parental leave, sabbatical, or a disability leave. You can create an individual rule (which works only on your individual workspace) to add a tag to all the messages you receive while you’re out:Now, when you come back, you’ll be able to quickly see which conversations were during your leave, versus the current ones after you came back. Of course, you can always check the date stamp on the emails as you catch up on your inbox, but I personally found it much easier to stay organized by having a visual indicator on the conversations. You could even further categorize with specific tags if you have certain priority senders or topics that you want to organize; that way, you ca

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2 months ago

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