Customer Suggestions

As a user, I'd like to be able to enter a personalized Review Form link to the signature component and have it as clickable text, instead of the full URL being listed.

As a Fuse User that uses Momentum previously Nowcerts, I would love if the API was set up through the Agency Profile > API Settings. This would allow for a seat to not be taken up by the API user. This is a newer feature in NowCerts/Momentum that would be great if Fuse was able to utilize.

We would like a way to assign a name to the text messages that come through with Forge Business Texting. Ideally, once a name is linked to a specific number, any future messages from that person will automatically display their name. This will enable our team to identify the sender immediately, ensuring that conversations can be managed smoothly.

We would like to add widgets to each team members About Me page, similar to what is being done on this page here after the Bio - https://bentoakcapital.com/team_member/a-j-bunn/

As a current Pipeline user, it is very difficult deciphering when a lead was added to a specific stage in order to gauge how long they've been there. We would love to see something displayed on the main pipeline page that tells us when the lead was added to a specific stage.

As an EzLynx user, I would like to use the deceased field in Fuse segmenting. This field is located on the Contact Details page. This would allow me to restrict these accounts from communications in Fuse.

We would like to see more merge fields for texting. Currently the only merge field is agency info or the customer name. We would like to see policy type, policy number, etc. usable as merge fields.

We’d greatly benefit from enhanced reporting features within the NPS campaign, such as the ability to export data to Excel, including client names and contact details. Additionally, viewing historical data by office, agent, and policy type would allow us to address any localized concerns more effectively.

We'd like to shift to asking, “On a scale of 0-10, how satisfied are you with our services?” instead of the current “How likely are you to refer us to others…”

Can we update the Twiiter logo that appears in Fuse emails (when toggled on) to the new X logo?