Ryota Tsuji

We would like to have a feature that allows scheduled automatic export of FPX customer data. For example, the ability to automatically download Copilot Opportunities customer data every Monday at 8:00 AM. Currently, partners I work with manually download FPX customer data on a regular basis and import it into their CRM systems because their company policies do not allow API usage. This manual process is repetitive and requires human intervention. Automating it would significantly reduce manual labor, minimize errors, and free up valuable time for partners to focus on higher-value activities, ultimately improving operational efficiency and partner satisfaction.

Currently, the Change Columns button in the FPX customer data area allows users to add or remove data fields displayed. However, these settings are not saved, so every time we access FPX, we must reconfigure the columns. While this may seem like a small task, it becomes a repetitive burden over time. If the Change Columns configuration could be retained, it would significantly reduce wasted time in the long run and greatly improve the usability of FPX. As an advanced enhancement, allowing users to save multiple personalized views e.g., My Views would be even more powerful. This would enable instant switching between different perspectives for analysis, making workflows faster and more efficient.