custom fields

  • Custom conversation fields

    Overview Front allows you to add custom fields to a conversation to designate information like Category, Last Assignee, or External app ID to add extra context to the thread.…

  • Sync custom fields from Okta

    Overview When you provision user access from Okta to Front, all provisioned teammates’ names and emails will be synchronized from Okta. These instructions explain how to configure the integration to…

  • Sync custom fields from Azure Active Directory (Azure AD)

    Overview When you provision user access from Azure Active Directory (Azure AD) to Front, all provisioned teammates’ names and emails will be synchronized from Azure AD.…

  • Custom inbox fields

    Overview Front allows you to add custom fields for existing inboxes to designate fields like Manager or Workspace. After the custom fields are set, they can then be used in Smart Rules to automate…

  • Custom teammate fields

    Overview Front allows you to add custom fields for existing teammates to designate fields like Manager, Role, or Workspace. After the custom fields are set,…

  • Custom account fields

    Overview Front allows you to add additional custom fields to accounts; such as Revenue, Account Manager, or Account Tier. These account custom fields will then be shown to users in Contact Details…

    • Support Program Manager
    • Helena_Li
    • updated 3 mths ago
    • 1,861
    • Accounts

  • Custom contact fields

    Overview Front allows you to add more details to your contacts, such as job title or NPS score. Custom fields must be created manually, and can be updated via our API or through third-party contact…

    • Support Program Manager
    • Helena_Li
    • updated 3 mths ago
    • 19replies
    • 9,826
    • Contacts

  • How to enable and use the Clearbit integration

    Overview The Clearbit integration displays rich customer and company profile information for matching email addresses in Front. With this data at your fingertips,…

  • Guide to Smart Rule variables

    Overview As you create your tailored, scalable workflows with Smart Rules, you will uncover numerous dynamic variable options that enable powerful automated workflows.…

    • Support Program Manager
    • Helena_Li
    • updated 2 wk ago
    • 1,533
    • Rules

  • Smart Rules

    Overview Smart rules is one of the most powerful and customizable tools within Front; made possible through text manipulation, dynamic variables, and data extraction.…

    • Support Program Manager
    • Helena_Li
    • updated 3 wk ago
    • 3,081
    • Rules

  • Smart Rules use cases

    Overview Smart Rules is a multiplier for your team's productivity, enabling Front to intelligently automate countless workflows for you that would otherwise require manual work.…

    • Support Program Manager
    • Helena_Li
    • updated 2 wk ago
    • 1,801
    • Rules

  • How to build a Smart Rule

    Overview Creating tailored, scalable workflows as your team grows is essential, but can often require hours of coding to implement effective ones. The good news is that Front’s rules engine grows,…

    • Support Program Manager
    • Helena_Li
    • updated 9 days ago
    • 1,494
    • Rules

  • Understanding Smart Rule variables

    Overview A Smart Rule is a type of rule that adapts intelligently to the different messages and workflows of your team to automatically run actions that save you countless hours.…

    • Support Program Manager
    • Helena_Li
    • updated 3 wk ago
    • 1,515
    • Rules

  • Understanding custom fields

    Overview Custom fields enable you to add more details to your resources that may be useful for your workflows, which are in addition to any default fields that Front already has.…

  • Synchronizing and leveraging Salesforce or CRM data in Front via rules

    Overview For many companies, Salesforce (or other CRMs) serve as the system of record, holding valuable information about accounts, contacts, opportunities, and more.…

    • Implementation Engineer
    • Tony_Pitkin
    • updated 2 wk ago
    • 1,707
    • API & Integrations