Customer Suggestions

As an Epic user, I would like the ability to make the Profit Center field in Opportunities (Leads) readable and segmentable.

As an EZLynx user, I would like to be able to use the Claims data and Claims triggers in Fuse.

It would be beneficial if there was a way for us to identify which specific email addresses are failing the Pipeline validation checks. With some of the larger lists we receive, it can be challenging to pinpoint the problematic entries without additional guidance.

As a Fuse user, I would like to be able to forward or copy text messages I receive through business texting.

It would be great to have Duck Duck GO and Yahoo added to Local Listings.

As a Fuse user who needs to separate my customers by name, I would find it very helpful to have a rule for the first letter range for first and last names. This would allow me to more easily segment accounts in a range of the first letter of last names. Currently, segmenting for "Starts with" requires a new box for each letter. I would like a range of letters to be contained in one rulebox to allow for other rules to also be added in the segment.

As a user, I would like to be able to adjust the New Customer Trigger for the Welcome Kit Campaigns. Currently, it targets brand new accounts or ones that haven't had any active policies in the last 6 months/year. I would like to be able to adjust the date range. i.e, "no active policies in the last 5 months" or "no active policies in the last two years," for example.

As Forge user that uses NowCerts I would like to be able to set up that connection directly with NowCerts instead of through Zapier as it would be more efficient.

Partner Platform appears to be the only management system that integrates with Fuse that does not provide the ability to send to secondary contacts. We are a commercial based agency and we currently do not have the ability to send to any employees of the companies we represent.

As a Forge user, I'd like the ability to implement Twilio's live chat option onto my website utilizing an API connection.