For our enterprise customers, we want to store information that can be easily referenced in Front. Sometimes it’s structured information like the main point of contact on the account or it’s just general notes about customers like “this customer uses teams vs zoom.” Does anyone have any examples of how they’ve set this up with Front? Whether it’s pulling from a 3rd party or stored in Front?
Solved
Tips or Tools for storing customer information
Best answer by PhoebeatFront
Hey Megan!
Phoebe here from the Front team.
Does your team use Contacts or Accounts in Front? You can add a custom field or a description on a Contact in Front which will allow you to view this info in the right-hand sidebar:
+5Hey Megan!
Phoebe here from the Front team.
Does your team use Contacts or Accounts in Front? You can add a custom field or a description on a Contact in Front which will allow you to view this info in the right-hand sidebar:
+6As Phoebe points out Contacts is what you need to use. You can also add accounts which then allows you to create domain based rules. The Contacts info can also be seen by clicking on the email icon from the sender but I find it best to have the contacts list open all the time.
Harry
Great! Thank you both!
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