Updates Log

March 6th, 2026 Live

FLOWs // FLOW Cannons

FLOW Cannons let you deliver any published FLOW to contacts and companies, logged-in or not, via direct trigger from Automations, CRM records, Kickoff Forms, or bulk import, bringing push-delivery power to the full multi-step FLOW experience.
👍 Trigger from Anywhere: Fire a FLOW Cannon from Automations, Kickoff Forms, sub-forms, or directly from CRM Contact and Company record menus, giving you flexible delivery at every stage of your workflow.
👍 No Login Required: Recipients receive a secure, password-protected link to complete the FLOW without needing a SuiteDash account, expanding reach well beyond your existing portal users.
👍 Full Visibility & Audit Trail: Every fired FLOW Cannon creates a live stream activity record and an in-platform notification, so your team always has a complete, timestamped record of what was sent and to whom.
FLOWs Delivered on Demand: FLOW Cannons give you the same push-delivery model as Form Cannons, send any Flow to any contact, trigger it automatically, and reach people whether or not they’re inside your portal.
Available only as a part of the PLUS Bundle Power-Up

Documentation: https://help.suitedash.com/article/632-flow-cannons

Content // Content Stacks

Stacks let you build reusable content sections in the Block Builder. Design once, then drop the same Stack into any Dashboard, Portal Page, Landing Page, Document, or more.
👍 Design Once, Use Everywhere: Build a Stack from any Block Builder row layout and save it to your library. Then insert it across any content type without rebuilding from scratch.
👍 Smart Reusability with Favorites & Grouping: Stacks can be marked as favorites, grouped by entity type, and surfaced instantly via the Add Block modal. Showing only relevant Stacks for the current context.
👍 Custom JS/CSS per Stack: Add custom styling and JavaScript to individual Stacks, giving advanced users pixel-perfect control without affecting other content areas.
Your Brand, Your Blocks, Reusable by Design: Stacks transform one-off layouts into repeatable building blocks, cutting content creation time and keeping your portal visually consistent at scale.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/629-content-block-stacks

Billing // Payment Widget Upgrade

The payment experience across Invoices, Checkout Forms, Subscriptions, and Booking Pages has been completely rebuilt on updated SDKs for all major payment gateways, Stripe, Braintree, and Authorize.net.
👍 Modern Checkout UI: A new, unified payment widget delivers a cleaner, more professional payment experience for your clients, consistent across all gateway types and payment contexts.
👍 3D Secure & Advanced Card Support: Stripe Link, 3D Secure for both Stripe and Braintree, and Stripe ACH are all now fully supported, including free trial Subscriptions and saved card recall.
👍 Smarter Gateway Logic: When a client has multiple gateways available, the system intelligently defaults to their preferred gateway, keeping the payment experience smooth and predictable.
Reliable Payments, Rebuilt from the Ground Up: Every payment touchpoint in your platform now runs on a modernized backend, more stable, more secure, and compatible with the latest payment standards.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/89-invoices-payment-gateways

Files // In-Platform File Viewer

Files across your SuiteDash portal can now be previewed directly inside the platform, no downloads required. With support for 100+ file formats including PDFs, Office documents, images, and spreadsheets.
👍 100+ Supported File Types: Preview documents, spreadsheets, presentations, images, and more right in SuiteDash. From .docx and .xlsx to .svg, .pdf, .pptx, and beyond.
👍 Smart Size Handling: Files up to 5MB preview instantly; files between 5–50MB show a size warning but are still previewable on demand; files over 50MB display a clear error message.
👍 Zero Setup Required: The Files Viewer is available now with no configuration needed. Just navigate to any folder and click a supported file to preview it.
View Before You Download: Your clients and staff can now instantly preview shared files without leaving SuiteDash. A faster, cleaner document experience with no extra tools needed.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/52-files-toolkit-overview

WORLDs // Circles & Teams Sync

WORLDs now support direct assignment of CRM Circles and Staff Teams, with automatic real-time syncing so member lists stay accurate without any manual management.
👍 Assign Circles & Teams Directly to WORLDs: When creating or editing a WORLD, you can now assign entire Circles and Teams. All their members are instantly added to that WORLD’s access list.
👍 Automatic Two-Way Sync: When a Contact joins or leaves a Circle connected to a WORLD, or a Staff member joins or leaves a Team, their WORLD membership updates automatically. No manual intervention required.
👍 Visual WORLD Indicators on Circles & Teams: A WORLD icon now appears on Manage Circle and Manage Team pages, opening a sidebar showing all WORLDs that Circle or Team is connected to. So you always know what’s linked.
Membership That Manages Itself: Connecting your existing Circle and Team structure to WORLDs means your access control updates automatically as your organization changes. Set it up once and trust it to stay accurate.
Available only as a part of the WORLDs Power-Up

Documentation: https://help.suitedash.com/article/626-worlds-overview

WORLDs // Protection & Visibility Controls

WORLDs now have granular visibility and default-state controls, giving Super Admins precise authority over which staff members can see, toggle, or are automatically enrolled in each WORLD.
👍 Force & Hide Mode: Enable this to make a WORLD mandatory and invisible in the navigation menu for all assigned Staff. Perfect for WORLDs that should always be active in the background without Staff control.
👍 Default State Settings: Set any WORLD to be active (Enabled) or inactive (Disabled) by default for newly added Staff, and use “Apply to All Existing Members” to retroactively update your whole Team at once.
👍 Toggle Control Per WORLD: The “Allow Toggle On/Off” setting lets you lock staff into a WORLD without giving them the ability to switch it off, while still making the WORLD visible in the navigation menu.
Your WORLDs, Your Rules: These controls give you full governance over how WORLDs are presented and enforced for your staff. From subtle defaults to hard-locked environments, the choice is yours.
Available only as a part of the WORLDs Power-Up

Documentation: https://help.suitedash.com/article/626-worlds-overview

Billing // Expiring Credit Card Notifications

SuiteDash now automatically notifies both the Client and your Team when a credit card linked to an active Subscription is approaching expiration. Helping you reduce involuntary churn before it happens.
👍 Dual Notifications, Client & Staff: Separate email notifications are sent to the CRM Target and to your Staff (Super Admin, Admin, Office Manager) when a subscribed client’s card is about to expire, with fully customizable email templates.
👍 Configurable in Subscription Settings: Turn each notification type on or off independently in Office > Settings > Subscriptions under “Email Notifications”. Giving you full control over what gets sent and to whom.
👍 Works Across All Payment Methods & Gateways: Covers subscriptions created via Invoices, Estimates, Generators, Checkout Forms, Booking Forms, LMS Products, Proposals, and more. Works across Stripe, Braintree, and Authorize.net.
Stop Involuntary Churn Before It Starts: A proactive heads-up to both Client and Staff means expiring cards get updated before they cause a failed payment. Protecting revenue and the client relationship simultaneously.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/88-invoices-subscription-payments

Marketing // Campaign Send & Schedule Overhaul

The Marketing Campaign send and schedule workflow has been rebuilt with an improved UI that shows real-time reach, clear Audience controls, and a redesigned scheduling interface.
👍 Real-Time Campaign Reach Preview: A live “Campaign Reach” block updates as you add or exclude Audiences, showing exactly how many recipients will receive your campaign before you send with full exclusion logic applied.
👍 Redesigned Schedule Block: Set a future send date and time (12h or 24h format with proper timezone handling) using a clean new interface. The Organization’s timezone is pre-selected by default.
👍 Exclusion Audiences: Define specific Audiences to exclude from the Campaign, even if they overlap with your included group. Making it easy to run broad Campaigns while still honoring opt-outs or segmentation rules.
Confident Sends, Every Time: The new send/schedule UI gives you full visibility and control before any Campaign goes out, see your reach, set your exclusions, and schedule with precision.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/105-marketing-create-email-campaigns

Email Templates // Complete Redesign

All 190 transactional email templates across SuiteDash have been rebuilt with a modern, unified design system featuring branded headers, styled CTA buttons, and your platform colors, automatically.
👍 Modern Unified Design: Every transactional email, Invoices, Proposals, Tasks, Messages, Support Tickets, and more, now shares a polished, consistent layout with branded header bars and contextual icons.
👍 Auto-Branded CTA Buttons: Plain text links are automatically converted into styled, brand-colored buttons, no configuration needed, just a cleaner client experience out of the box.
👍 Email-Safe & Responsive: All 190 templates are rewritten with responsive, email-safe HTML optimized for all major email clients and devices, including mobile.
Note: If you have customized your email templates to your specific language and design, your email templates are not affected.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/349-customize-email-content

Email Templates // Nuclear Reset

Admins can now restore all company email templates back to the latest platform defaults with a single click from Organization Settings.
👍 One-Click Global Reset: All 190 transactional email templates are restored to the current platform defaults instantly, no manual editing required.
👍 Smart Detection: The reset section automatically shows the count of customized templates and only appears when customizations exist, so you’re always informed before acting.
👍 Built-in Safety Rails: A confirmation dialog and “cannot be undone” warning prevent accidental resets, while a green badge confirms when you’re already on the latest defaults.
From Hours to Seconds: Adopt the latest SuiteDash email template redesign across all 190 templates, no support ticket, no manual updates, just one click.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/420-organization-profile-settings

White Label // Branding Color Reset 2.0

The Platform Branding settings page now includes granular reset controls for every color and visual setting so you can restore any individual element back to its theme default without wiping your full configuration.
👍 Per-Element Reset Buttons: Reset individual settings like background color, text color, logo, or loader animation independently. No need to redo your entire branding setup to fix one setting.
👍 Improved Liquid Glass & Background Controls: Background image, background animation, opacity, and loader settings all now have dedicated reset options with clear default value references.
👍 Reseller Template Parity: Branding Templates for Reseller PRO accounts will have the same full reset capability, ensuring consistency across all white-label deployments.
Fine-Tune Without Fear: Experiment with your platform branding knowing you can reset any individual element back to default at any time. No all-or-nothing tradeoffs.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/127-platform-branding

Calendar // Appointment Generator Settings Separation

Appointment Generator settings have been reorganized to clearly separate which options apply everywhere versus which only apply when manually booking from the Calendar view.
👍 New “Calendar-Only Settings” Section: Four settings: Success Message, Button Text, Appointment Indicator Color, and Appointment Visibility, are now grouped under a dedicated section with a clear explanation of their scope.
👍 Cleaner Form & Automation Behavior: Appointment Visibility no longer applies when the Generator is used inside a Form or triggered via Automations, eliminating confusing access-control behavior that could block clients.
👍 Explicit Context Labels: Each Calendar-Only setting clearly states it applies only to Appointments created manually from the Calendar, eliminating guesswork about when settings fire.
The Right Settings in the Right Context: By separating Calendar-specific controls from universal ones, your Appointment Generators now behave predictably across all use cases, whether booking manually, via a Form, or through Automations.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/377-manage-your-calendars-and-schedules

Content // Page Builder Icon Block & Mobile Fixes

Dynamic blocks in the Page Builder now support custom icons and colors, and a set of mobile UI improvements ensure consistent rendering across all devices and page types.
👍 Custom Icons on Dynamic Blocks: Add a Font Awesome icon to any dynamic block, My Tasks, My Invoices, Projects, Activity Stream, CRM Filter, and more, with full color customization to match your brand.
👍 Mobile-Optimized Rendering: A suite of layout and styling fixes ensures blocks display correctly on mobile devices, with proper color pickers, reset options, and consistent icon behavior across all page types.
👍 Template Library Support: Custom icon configurations are fully supported in the Template Library and Community Templates, so your branded block setups can be saved, shared, and reused.
Polished Pages on Every Screen: Dynamic blocks now look great on mobile and desktop alike, with icon customization that ties your portal together visually, block by block.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/455-block-editor-block-types

December 12th, 2025 Live

Power-Ups // WORLDs Power-Up

The WORLDs Power-Up transforms your SuiteDash account into a system of partitioned environments – each one a secure, purpose-built space with its own data, assets, and permissions.
👍 Segmented Workspaces, Tailored Access: Each WORLD operates independently, giving teams or departments a focused view of the data, Clients, and tools relevant to them.
👍 Enhanced Privacy & Data Protection: Staff only see what they need – no more unintended data exposure, unnecessary access to sensitive tools, or internal confusion.
👍 Controlled Collaboration, Infinite Scale: Safely bring in external partners or scale across departments, locations, or Clients – without sacrificing privacy, brand consistency, or control.
Your Platform, Reimagined by Role & Region: Whether you’re a solopreneur or a global agency, WORLDs lets you tailor and protect every aspect of your systems – delivering clarity, security, and streamlined workflows at any scale.
Available NOW as a paid Power-Up!

Documentation: https://help.suitedash.com/article/626-worlds-overview

Calendar // Paid Appointments

A long-requested feature is here – Appointment Generators now support direct payment collection, unlocking new possibilities for how you book and bill.
👍 Free or Paid Appointments – Your Choice: When creating an Appointment Generator, you can now define it as Free or Paid. Once selected, Paid Appointments allow you to configure detailed Pricing Options.
👍 Streamlined Booking with Payment: Use a Booking Form to collect payment at the time of scheduling – perfect for consultation fees or sessions with non-CRM contacts. No invoice needed – just share the link and get paid.
👍 Mix Free & Paid in One Form: Booking Forms can now include both Free and Paid Appointment options, offering flexibility and professionalism all in one streamlined experience.
Simplified Scheduling, Seamless Payment: This powerful update lets you offer paid consultations through a Booking Form – improving your sales funnel, reducing back-and-forth, and making it easier than ever to get booked and paid in one step.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/377-manage-your-calendars-and-schedules, https://help.suitedash.com/article/609-forms-booking-form

CRM // Automated Note Enhancements + Dedicated Note Creation Automation

The new Enhanced Note Automation update makes it easy to document key events in your workflows by automatically creating Notes on CRM Targets, either via form field inputs or triggered Automations./li>
👍 Create Notes from Multi-Line Fields: When using a Multi-Line Text Area field, you can now toggle “Create Note” to instantly post the field’s input as a Note on the Target’s CRM record. Ideal for capturing crucial insights during onboarding or intake.
👍 Automation-Based Note Creation: A new action in the Automation Suite allows you to add a Note to the CRM Target’s feed when the Automation fires. The Note can be dynamically generated using data placeholders for full contextual relevance.
👍 Automatic Timeline Logging: Each Note created via Automation is timestamped and logged, creating a running history of status updates, changes, or actions that have occurred in the Target’s journey.
👍 Workflow Visibility Boost: Use Notes as a lightweight, automated way to surface updates, statuses, or internal summaries – right in the CRM feed – without requiring manual entry.
Automated Notes = Instant Visibility: This update helps ensure that important moments in your CRM workflow are never lost. Whether from a submitted field or triggered by an Automation, Notes now tell the story of every Target.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/450-adding-notes

Content // Dynamic Layouts for Dashboards and Public/Private Pages

A highly requested design enhancement brings precise control over block height and layout styling for your Dashboards and Content Pages – perfect for Client-facing portals or fine-tuned internal views.
👍 Flexible Block Height Options: Choose how dynamic blocks like My Tasks, CRM Filter, and Invoices behave – Auto, Fixed, Fill Container, or Custom Pixel Height.
👍 Clean Scrollable Layouts: When the number of items exceeds your defined height, a scroll bar will automatically appear to keep things organized without breaking the layout.
👍 Pixel-Perfect Customization: Use the Custom Height setting to control the exact pixel height of any block – giving you full visual consistency across all screen sizes.
Professional Layouts, On Your Terms: Whether you’re designing a public landing page, an internal Dashboard, or a branded Client portal – this update gives you full control over how each element fits the space. Structure your content with precision and style.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/455-block-editor-block-types

Marketing // Drip Sequence Template Updates

The Drip Sequence feature takes your capabilities well beyond single-email templates into full-sequence Automation. You can now build, save, share, and deploy entire Drip Campaigns with structure, timing, and logic intact.
👍 Full Sequence Templates: Create powerful multi-step Drip Campaigns that include both Emails and Automations. Each step’s timing and content is saved and instantly deployable, eliminating repetitive manual configuration.
👍 Smart Draft Handling & Conflict Detection: If a timing conflict arises (like “Send Before” on an incompatible Audience), the system will mark the step as Draft and allow you to adjust. Your sequence never breaks – it just waits for correction.
👍 Template Library Blueprints: When sharing through the Template Library, embedded logic (like “Add to Circle”) is preserved with plain-language instructions. Recipients are able to map each automation to their own setup – no surprises.
👍 Keep vs. Reset Logic: When applying a new Template to an Audience, you can Keep existing drips or Reset the Audience with the new sequence. Choose your path with total clarity.
From Repeatable Content to Repeatable Workflows: TThis change elevates Drip Campaigns into reusable strategic assets – ready to be launched, shared via SU1TE or AUTOP1LOT, and easily configured. Drip smarter, not harder.
Available NOW to ALL Thrive & Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/347-marketing-drip-sequences

Office // Customizable Document Title in Document Generators

A major upgrade to Document Generators makes it easier to manage Document Titles across all trigger points – ensuring accuracy, consistency, and fewer manual steps.
👍 Centralized Document Title with Placeholders: Now you define the Document Title directly in the Document Generator itself. This title is used across all Automations and manual triggers – ensuring consistent naming and reducing errors.
👍 Dynamic Titles from CRM Data: Use placeholders to include personalized Client data (like names or dates) right in the Document Title – automatically and at scale.
👍 Generator Files Auto-Included: Any files attached to a Generator are now automatically displayed and included when the Document is created – no manual re-upload needed.
One Title, One Source, Total Clarity: With a unified system for Document titles and generator-attached files, your workflow becomes more predictable and efficient – especially across teams. Better organization, better consistency, and fewer mistakes.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/49-document-generators

Projects // Multiple Teams Can Be Assigned to Projects

A powerful upgrade to Project management now allows multiple Teams to be assigned to the same Project, with intelligent syncing that reduces manual admin and improves security.
👍 Multi-Team Assignment: Gone are the days of single-Team limits. You can now assign multiple Teams to a single Project, enabling true cross-functional collaboration.
👍 Real-Time Two-Way Syncing: SWhen Team membership changes – additions or removals – those updates are automatically reflected in the Project’s Teammates list, keeping access up to date with no manual effort.
👍 Dynamic Extraction Logic: Assigned Teams are translated into individual Teammates within the Project settings, so you can clearly see exactly who has access and manage them with precision.
Simplify Access. Scale with Confidence: his update enhances flexibility, reduces risk, and automates the busywork of assigning Project access. Whether you’re managing small departments or large multi-role teams, you now have the granular control and scalability to match.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/78-project-settings

White Label // Liquid Glass Effect

A polished visual upgrade for your branded portals – what was once called “Frosted Glass” is now reimagined as the Liquid Glass effect, bringing a modern, high-end look to your white-labeled experience.
👍 Refined Visuals with Liquid Glass: The main content area appears layered above a customizable background image, softened with a semi-transparent glass-like overlay for readability and elegance.
👍 Enhanced Styling Controls: Adjust text color, shadow depth, and overlay transparency to fine-tune the appearance of your platform and strike the perfect balance between clarity and design.
👍 Color + Image Blending: Combine a background color and an image – then adjust opacity for subtle, stylish effects that elevate the professionalism of your Client or Staff interface.
Branding Meets Aesthetics: With the new Liquid Glass effect, your platform can feel fully customized and visually premium – right down to the ambient tone. Ideal for agencies and businesses looking to impress.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/127-platform-branding

Marketing // Marketing Campaign: Improvements

Several smart upgrades have been made to streamline your email marketing workflow and align the UI with the latest design standards – making campaigns more intuitive, flexible, and powerful.
👍 Full Email Previews (All States): You can now preview not only Draft emails, but also those in Sending or Sent status. Quickly spot great content you want to re-use – no need to open each one individually.
👍 Streamlined Sidebar Settings: Email-specific settings like Subject Line, Font Style, and Layout Controls have been moved to a convenient sidebar, keeping your content front and center while reducing clutter.
👍 Exclusion Audiences: Define a separate group of Targets to exclude from your campaign – even if they fall into the original send group. Perfect for wide-net emails where you want to ensure certain Audiences don’t receive content that doesn’t apply to them.
Efficiency + Precision in Marketing: These improvements reduce guesswork and manual filtering while helping you maintain better control over your messaging, appearance, and targeting.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/105-marketing-create-email-campaigns

Support // Support Tickets: Status Column + Inline Edit (Priority & Status)

Enhancements to the Support Ticket system have made managing tickets faster, more intuitive, and more efficient for your team.
👍 At-a-Glance Status Visibility: The Tickets list now includes a dedicated Status column, so you can instantly view the current state of each Ticket without needing to open it or apply filters.
👍 Inline Editing for Status & Priority: Need to update a Ticket? Just click directly on the Status or Priority in the list view to make changes instantly – no extra clicks or page loads.
👍 Faster Workflow, Fewer Interruptions: These updates dramatically reduce the time needed to manage and triage your Support queue, helping your team stay focused and responsive.
Speed + Clarity = Better Support: By combining visual clarity with instant edit access, this update helps your team deliver better support with less friction.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/574-support-tickets-overview

Content // Ability to Set a Public Page as Unpublished

This new capability gives you greater control over your Public Pages, letting you toggle visibility as needed without deleting or recreating content.
👍 Unpublish Any Public Page: You can now set any previously published Public Page as Unpublished, giving you the flexibility to take pages offline without losing your setup or content.
👍 Perfect for Seasonal or Time-Sensitive Pages: Easily manage landing pages, promotions, event info, or announcements that should only be available during specific timeframes.
👍 Streamlined Content Management: No need to duplicate or rebuild pages – just toggle the visibility as needed for cleaner workflows and better content lifecycle control.
Simple On/Off Visibility for Public Pages: Whether you’re running limited-time offers or want to prepare a page in advance, this new setting makes managing Public Page visibility effortless and intuitive.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/620-pages-public-pages

CRM // Circles Export

Exporting your Circles has never been easier, giving you quick access to organized CRM Target data for analysis, backup, or external reporting.
👍 Export Circles to CSV: You can now export your Circles list – including assigned CRM Targets – into a clean, easy-to-use CSV format.
👍 Customizable Data Options: Choose exactly which data points to include in your export, such as UID, Full Name, and Email. Toggle off any fields you don’t need for a leaner file.
👍 Access via Logs Page: After initiating the export, you’ll be taken to the Logs page where you’ll see real-time status updates. Once the export is marked as Complete, simply click the menu to download.
Efficient Data Portability for CRM Circles: This feature empowers you with full visibility and flexibility over your Circles, making it easy to extract Target data for deeper insights or integration with external systems.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/44-circles-how-they-work

Projects // Add Blueprint & Recurring Task Identification Improvements

Managing Recurring Tasks is now faster, clearer, and more intuitive across all Task views and blocks.
👍 Blueprint Task Icons: “Blueprint Tasks” – the parent tasks that define and generate recurring sequences – are now clearly marked with new icons throughout the Platform.
👍 Recurring Task Indicators: Recurring Tasks are also labeled with unique icons so you can instantly distinguish them from one-time Tasks, directly in the Task list or Task Blocks.
👍 Task Type Filter: A new filter lets you view only Blueprint Tasks, Recurring Tasks, or all Tasks, so you can zero in on what you need without digging through unrelated entries.
Clear, Visual Management of Recurring Workflows: These enhancements dramatically improve the visibility and management of Task workflows, helping you make precise adjustments by making it easy to track down the original Blueprint Task.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/86-managing-tasks

Content // Pre-loaded System Templates

System Templates make it faster and easier to launch professional-looking pages across your Portal.
👍 Ready-to-Use Templates: Choose from four pre-designed System Templates available in Dashboards, Portal Pages, and Landing Pages – perfect for getting started quickly.
👍 Mobile & Desktop Responsive: All templates are built to work across all devices, with no extra configuration required.
👍 Simple Customization: Easily adapt the layouts, styles, and content to your brand without needing any coding knowledge or design experience.
Professional Design Without the Delay: These System Templates give you a polished starting point, reducing setup time and helping you deliver consistent, branded experiences faster. Expect even more templates to roll out across additional Toolkits in the coming updates.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/602-system-templates

Automations // Block Builder in Email Cannons

Email Cannons just got a major upgrade with full support for the Content Block Editor.
👍 Visual Email Layouts: Go beyond basic WYSIWYG or HTML – now design professional, modern emails using rows, columns, images, buttons, and more via the visual builder.
👍 Clickable Automation Buttons: Insert multiple buttons into your emails and link each one to a specific Automation. When a Target clicks, their choice immediately triggers the Automation you’ve set.
👍 Interactive Inbox Experiences: Provide your CRM Targets with clear, actionable options directly in their inbox – like confirming a choice, scheduling a time, or launching a workflow.
Powerful Visual + Automation Control: This enhancement opens the door to more engaging, decision-based workflows. Now your Email Cannons can look great and act instantly – giving you next-level control in your outreach and follow-ups.
Available NOW as part of the PLUS Bundle Power-Up!

Documentation: https://help.suitedash.com/article/501-email-cannons

VIP Power-Up // Possibility of Bringing an Additional Staff into VIP Suite

The VIP Suite just became more collaborative than ever.
👍 Team Access to Discord: In addition to the Super Admin, you can now grant select Staff members access to the VIP Suite Discord server.
👍 Expand Learning & Collaboration: Empower your team to ask questions, share strategies, and learn directly from other VIP SuiteMates in real time.
👍 Support for Multi-Admin Teams: Perfect for organizations where multiple users are involved in building, maintaining, and optimizing the Portal and Toolkits.
Unlock Collective Power: By extending VIP access to your trusted team members, you multiply your ability to implement, innovate, and grow faster – together.
Available NOW as part of the VIP Bundle Power-Up!

Documentation: https://help.suitedash.com/article/475-power-ups

Automations // Trigger Template Automation + Staff Auto-Templates

Automations just became more powerful with full support for your internal Staff.
👍 Staff Auto-Templates: You can now create Auto-Templates specifically for your Staff Targets, not just CRM Targets.
👍 Trigger from Staff Menu: Instantly fire an Auto-Template for any individual Staff member using the new “Trigger Auto-Template” option in their action menu.
👍 Preset Internal Workflows: Use Staff-specific Automations to streamline onboarding, offboarding, training, role changes, or any internal workflow.
Power Your Internal Processes: This enhancement puts Staff management on the same Automation level as your CRM – giving you even more flexibility, consistency, and control across your entire organization.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/433-automations-breakdown

White Label // Custom Menus – Font Awesome Icon Picker

Menu customization just got a major upgrade with rich icon options to match your branding.
👍 Font Awesome v6 Support: Choose from thousands of icons across styles like solid, thin, and duotone – fully integrated with Font Awesome 6.
👍 Precision Branding: Match icons with your custom menu labels. Renamed “Projects” to “Legal Cases”? Pick the justice scales icon to fit perfectly.
👍 Streamlined Icon Picker: The new picker makes it easy to browse and select the exact icon you need – no guesswork or external references required.
Make It Truly Yours: Now your Portal navigation not only functions how you want – it looks the way you want. This enhancement gives you another layer of White Label polish to present your platform as uniquely yours.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/158-custom-menus

August 29th, 2025 Live

Portal // SuiteAi + Ai Service Subscription

SuiteAi: Credit-Based Content & Image Generation
SuiteAi introduces a powerful set of fully integrated Ai tools across the Platform, all governed by a simple credit-based usage system for flexible, metered access.
👍 Credit-Based System: Ai usage is measured by Credits, which correspond to the computing cost of your Ai actions. We minimize these costs and provide usage alerts to prevent overconsumption.
👍 Generate Content In-Place: Instantly generate, expand, or refine written content directly inside any Toolkit—no copy/paste needed. Perfect for Forms, Proposals, Projects, and more.
👍 Ai-Powered Image Creation: Create and insert high-quality visuals using the built-in Ai Image Generator—generate beautiful, relevant images on demand without leaving the Platform.
Purpose-Built Ai, Not BYOK: Rather than supporting a Bring Your Own Key model, SuiteAi is intentionally built on a curated tech stack—tailored to each use case for optimal results. This lets us deliver task-appropriate, high-performing Ai models to do their work in the places where they are the best choice to add maximum value.
Your Ai, Your Way: Ai usage is metered for transparency, integrated for convenience, and designed to let you create polished content and visuals at scale—all within your SuiteDash workflows.
Available to be added to ANY SuiteDash account!

Documentation: https://help.suitedash.com/article/585-service-subscriptions

Office // Specific Payment Date + Prorated Billing for Subscriptions

One of the most requested features by our SuiteDash Community is finally here — Prorated Billing for Subscriptions is now LIVE!
You now have the ability to define a specific billing date each month for when a Subscription should be charged — whether it’s the 1st, 5th, 15th, or any day up to the 28th. This gives you much greater control and predictability over how Subscriptions align with your financial cycles and operational timelines.
The platform handles the math for you. Whether you’re collecting payment mid-month or offering a free trial, SuiteDash will automatically calculate the prorated amount and apply it accurately, ensuring your revenue stays aligned and your customers are always billed the right amount at the right time.
👍 Choose Your Billing Date: Set a recurring monthly charge date up to the 28th of any month.
👍 Smart Proration Logic: Platform auto-calculates and bills partial charges to align with your preferred schedule.
👍 Free Trial Ready: Free trials will skip billing until the trial ends, then begin prorated billing on your set date.
Precision Billing, Simplified: Now you can charge up front, then shift to a consistent schedule without any manual adjustments.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/88-invoices-subscription-plans

Portal // European Currency/Number Formatting

SuiteDash continues to expand its international usability by offering enhanced localization settings that support a wider range of business preferences across the globe.
👍 European Number Format Option: You can now select a number format that uses commas as decimal separators and periods as thousand separators, aligning with European standards.
👍 Unified Localization Settings Panel: Find this new setting—along with time zone, currency, and other locale-specific options—inside your Organization Settings under a new “Localization Settings” section.
👍 Extensive Platform Coverage: This update currently applies to approximately 90% of the SuiteDash Platform, including full support in the Billing Toolkit. Remaining areas will be normalized in the coming weeks.
Designed for Global #SuiteFreedom: Whether you’re operating in North America, Europe, or beyond, these enhancements help ensure that your numbers look exactly how you expect—empowering more businesses worldwide to benefit from the SuiteDash Platform.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/420-organization-profile-settings

Marketing // Google Fonts Integration + Responsive Formatting for Mobile

Google Fonts are now integrated into the WYSIWYG and Content Block Editors used throughout your Marketing Campaigns, Marketing Templates, and Drip Emails.
Responsive Typography Options: Fine-tune Header and Paragraph font sizes for different screen types—ensuring that your emails remain visually balanced and easy to read on desktops, tablets, and handheld devices alike.
👍 Full Google Fonts Library Access: Choose from thousands of fonts and styles to elevate your email design and reflect your Brand voice more accurately.
👍 Device-Specific Font Control: Customize font appearance for desktop, tablet, and mobile—ensuring optimal readability across all devices.
👍 Enhanced WYSIWYG & Block Editors: Font Family, Size, Weight, Color, Spacing, and more—all easily adjustable using intuitive tools similar to those in Content Pages.
Brand-Perfect Typography: Whether you’re building a one-time Campaign or an automated Drip (available in Thrive & Pinnacle plans), Google Fonts integration empowers you to match every message to your exact Brand style.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/102-marketing-email-marketing

White Label // White Label Branding Controls – Admin Manager & Account Manager

This major update introduces granular Admin permission controls via what we call the Admin Permissions Bundle — a powerful new way to manage internal Staff and external agency Admins alike.
With the Admin Manager tool, you can now create Admins who each have their own unique set of permissions. Start with global defaults, and then fine-tune individual permissions at the point of creation to fit your exact needs.
These permissions include access to sensitive areas like White Label Branding, Template Libraries, and SuiteDash Academy, making it easy to limit exposure for resellers, contractors, or Staff who don’t need full access.
This is especially useful for Agencies and Resellers, who may want to grant Admin rights to their clients while restricting access to certain branding settings or premium tools to preserve the integrity of the white label experience.
👍 Individual Admin Permissions: Grant or restrict access to specific controls per Admin — including White Label settings, templates, and more.
👍 Global Defaults for Admins: Set reusable permission profiles as your default and then customize on a per-user basis.
👍 Reseller-Centric Flexibility: Perfect for Reseller users who want tight control over what their clients can see and do inside the Platform.
Set It and Forget It: These new tools let you confidently scale your operations while protecting your brand and maintaining clear boundaries between user roles.
More refinements — especially for Reseller workflows — are coming soon!
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/621-staff-understanding-admin-managers

Content // Open Graph Image for Public Page/Form SEO Options

SuiteDash now supports custom Open Graph images to boost the visual impact and shareability of your public-facing content across social media platforms and messaging apps.
👍 Enhanced SEO Metadata: Upload an Open Graph image for any public-facing Page or Form. This image will be used when your link is shared, ensuring a polished and professional preview.
👍 Standardized Image Dimensions: The recommended image size is 1200×630 pixels, which guarantees compatibility and optimal appearance across major platforms like Facebook, LinkedIn, X (formerly Twitter), and others.
👍 Boost Engagement & Clicks: A visually compelling Open Graph image increases click-through rates, enhances your brand presentation, and makes your shared links stand out.
Visual First Impressions Matter: Whether it’s a public Kickoff Form, Landing Page, or any external-facing asset, you can now present a cohesive, branded image that follows industry best practices for link previews—ensuring your audience sees your content the way you intend.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/572-pages-creating-a-landing-page

Office // Pay Button by Staff

One of the most powerful components of the SuiteDash Platform is the Billing Toolkit, and this enhancement makes it even more versatile and staff-friendly.
When an Invoice is generated, Staff members with appropriate permissions can now use a streamlined Pay Button interface to either process or record a payment directly from within the Platform.
👍 Staff Can Trigger Real Payments: Use saved payment methods (credit card or bank account on file) to satisfy Invoices directly, just like a Client would.
👍 Record Manual Payments Easily: Supports non-digital payments like check, cash, or even custom payment types that you’ve configured, all from a unified interface.
👍 Simplifies Internal Workflows: Consolidates multiple payment paths into one consistent, intuitive process for your Staff or Admin users.
Streamlined Staff-Side Billing: This improvement makes it fast and efficient for Staff to handle payments behind the scenes—keeping operations smooth, records accurate, and your Billing Toolkit firing on all cylinders.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/45-office-invoices

Projects // Project Custom Fields Updated Within Projects’ Automations

One of the more powerful features in SuiteDash is the extensive flexibility of Custom Field functionality. Project Custom Fields allow you to collect, store, and use data that is specific to individual Projects—and now working with them just got even smarter.
👍 No Need to Specify the Project: When you’re inside a Project and triggering an Automation, the Platform now automatically understands which Project the Automation should act on.
👍 Simplifies Project-Centric Workflows: Previously, you’d have to manually indicate which Project the data should be pulled from or pushed to. That extra step is now eliminated in this context.
👍 Applies to In-Project Automations: Whether you’re kicking off an internal process or updating a value, Automations triggered within the Project itself will now auto-target the correct Project without additional configuration.
Smarter Contextual Automation: This update removes friction when working with Project Custom Fields in Automations, ensuring that everything “just works” when you’re already inside the right Project. A small but mighty upgrade for teams managing multiple Projects per Client.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: http://help.suitedash.com/article/388-projects-overview

FLOWs // Headers/Footers for each FLOW Step

Previously, SuiteDash introduced the ability to add Headers and Footers to standalone Forms, allowing for custom branding, welcome messages, and additional guidance. Now, that same flexibility is available inside the powerful FLOWs onboarding toolkit.
Each FLOW Step can now be configured with its own unique Header and Footer, enabling you to guide your users with tailored messages, visuals, and instructions at each stage of the onboarding or intake process. This allows for a highly customized and brand-consistent experience from start to finish.
This improvement was directly inspired by feedback from the SuiteDash Community and adds another layer of personalization to one of the most powerful tools in the platform.
👍 Step-by-Step Customization: Add a unique Header and Footer to each FLOW Step.
👍 Enhanced Clarity: Use visuals, logos, instructions, or next-step guidance to improve user experience.
👍 Community-Driven Feature: Built in response to requests from real SuiteMates.
Personalized Onboarding at Every Step: FLOWs just got even more flexible, letting you tailor every stage of the journey.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/384-automations-flows

Office // Items Import: Support for Packages and Add-ons

You’ve always been able to import standalone Items into SuiteDash — but now, Packages, Add-Ons, and Bumps can be imported too!
This powerful enhancement means you can now build, review, and perfect your entire Billing structure inside a spreadsheet, including all associated metadata, before bringing it into your Platform for use in Proposals, Checkout Forms, Invoices, and beyond.
It’s a streamlined, scalable approach to managing Billing Units that works equally well for power users or meticulous planners who prefer to visualize and optimize everything before it goes live.
👍 Import Full Billing Structures: Upload Items, Add-Ons, Packages, and Bumps in bulk — complete with all associated data.
👍 Spreadsheet-Based Planning: Create, edit, and perfect everything in one centralized spreadsheet before import.
👍 Seamless Platform Integration: Once imported, all components are instantly available for use across your billing workflows.
Think Before You Click: Planning your Billing Units in a spreadsheet first helps ensure accuracy, completeness, and consistency.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/386-office-importing-invoice-items

Marketing // Fallback Content for Data Placeholders in Campaigns

Personalization is a powerful tool in email marketing — but until now, missing data could lead to awkward or broken email content. With this enhancement, you can now set fallback values for dynamic data placeholders in Marketing Campaigns and Drip Campaigns to ensure your messaging always feels polished and professional.
This means that if a data point like First Name is missing for a specific recipient, the system will automatically use your pre-defined fallback — for example, turning “Hello [FirstName]” into “Hello there,” instead of “Hello ,”
👍 Improved Email Presentation: Avoid blank fields by specifying fallback values for placeholders like First Name, Company, or Email.
👍 Better User Experience: Keep your emails sounding human and friendly, even when recipient data is incomplete.
👍 Supported in All Campaign Types: Works seamlessly in both one-time Marketing Campaigns and scheduled Drip Campaigns.
Personalized at Scale: This simple but powerful addition helps you craft better emails — without worrying about incomplete data wrecking your flow.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/294-dynamic-data-placeholders

Office // “Expected Close Date” based on Custom Field in Deal Generators

Deal Generators are a key tool to automatically generate Deals in your Sales Pipeline as your Targets progress through your funnels. Until now, the expected Close Date for these Deals could only be set using a relative date offset — for example, “14 days after the Deal is generated.”
With this update, you now have the option to set the Close Date based on a date-type Custom Field, giving you greater flexibility and precision.
👍 Custom Alignment with Target Input: Collect a preferred close date directly from the Target during onboarding and apply it as the actual due date for their Deal.
👍 Enhances Planning Accuracy: Ensures that your team’s follow-up and expectations are aligned with customer-specified timelines.
👍 Flexible for Various Use Cases: Pulls dates from Staff forms, Update forms, or Kickoff Forms—wherever Custom Fields are used.
Smarter Sales Timing: This powerful improvement gives you full control over Deal timing, helping your Sales Pipelines stay in sync with real-world expectations and Target-driven timelines.
Available NOW to ALL Thrive and Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/610-crm-deal-generators

CRM // Dynamic Placeholder for Direct Link to Target’s CRM Dashboard

You can now use Dynamic Placeholders to generate direct links to a Target’s CRM Dashboard—whether it’s a Company or Contact.
👍 New Placeholders Available: {{targetDashboard}}, {{crmCompanyDashboard}}, and {{contactDashboard}} give instant access to the exact CRM record you’re working with.
👍 Streamlined Manual Steps: Perfect for hybrid workflows that include both automated and manual actions—click the link, complete your review, and push forward.
👍 Smarter Workflow Handoffs: Team members can quickly reassign, trigger Automations, or verify data with fewer clicks and less confusion.
Designed for Staff Alerts: Ideal for Automations that notify your team—embed a direct Dashboard link in Staff emails so they can instantly jump to the Target’s CRM profile and take next steps without delay.
Quick Access, Smarter Decisions: These Dashboard Link Placeholders help bridge automation with human decision-making—giving your team the control to act confidently and efficiently right in the moment, right from their inbox.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/294-dynamic-data-placeholders

Content // Activity Stream Block Update

The Activity Stream Block has been visually and structurally updated to match the styling and behavior of other Blocks in the Content Block Editor.
👍 Unified Block Styling: Now styled consistently with previously released Content Blocks, the Activity Stream Block creates a more cohesive, modern look on your Content Pages.
👍 At-a-Glance Portal Activity: Easily view actions such as Invoice creation, Contact updates, and Client messages—right within the context of your customized Portal.
👍 Streamlined User Experience: This update brings harmony to your page layouts, ensuring the Activity Stream integrates seamlessly with other visual components.
Consistency Meets Functionality: With this update, you can now maintain both design consistency and functional insight across your Pages. The Activity Stream Block not only looks better, but works better in tandem with the rest of your embedded content.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/455-block-editor-block-types#activity-stream-block

Content // Tutorial Notice Re-Launch

At SuiteDash, we invest enormous effort into making the Platform intuitive and accessible for users at every level. A core part of that mission is our in-platform tutorial content—context-aware, page-specific guidance that introduces key concepts and terms in the shortest time possible.
👍 Pop-Up Tutorials Are Now Relaunchable: Previously, these helpful notices were only shown automatically the first time a user visited a specific area. Now, users can relaunch them at any time via a new button.
👍 Look for the Info Icon: A small circular “i” icon in the bottom-right corner of the screen lets you know that tutorial help is available for that particular view. Click to launch and re-learn anytime.
👍 Admin Control Over Visibility: Tutorial notices can now be enabled or disabled for users via the Admin Permissions Bundle, ensuring the right level of support is visible for the right roles.
White Label Onboarding, Enhanced: These tutorial assets are fully white labeled—no SuiteDash branding is shown—so you can confidently use them in your own portals. They’re also key in the onboarding experience for Reseller Partners to help guide their customers smoothly, with minimal need for handholding.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/127-platform-branding

CRM // Follow-up Generators + Placeholders

Generators are one of the logical cornerstones of the SuiteDash Platform, enabling the repeatable creation of Projects, Documents, Invoices, and Follow-Ups. Now, Follow-Up Generators just got even more powerful.
👍 Dynamic Titles with Placeholders: You can now dynamically define the title of each Follow-Up using data placeholders—making each one automatically unique and client-specific.
👍 Integrated Placeholder Picker: The user-friendly picker interface lets you choose from all available placeholders relevant to that context, ensuring precise and personalized Follow-Up naming.
👍 Supports Client Names, IDs & Custom Fields: Whether it’s a Client’s name, a unique identifier, or any custom field you’ve created, you can build it directly into the Follow-Up title.
Predictable & Scalable Workflow Creation: This improvement allows your team to create, manage, and scale Follow-Ups in a structured, branded, and automation-ready way—no manual edits or renaming required.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/91-follow-up-generators

Automation // “Apply Folder Generator” Automations for Staff Targets

Folder Generators have long empowered you to create repeatable, structured folder systems that deploy automatically for Companies and Contacts—but now, that same capability extends to your internal operations as well.
👍 Now Works with Staff Targets: You can now trigger Folder Generators for Staff members using the Automation Suite—perfect for onboarding, offboarding, HR workflows, and internal training.
👍 Automate Folder Creation: Build structured, repeatable folder hierarchies and deploy them instantly when a Staff member reaches a key point in a process or lifecycle.
👍 HR-Ready Expansion: This is part of SuiteDash’s larger strategy to expand HR-friendly functionality, enabling the same streamlined systems you use for Clients to work for Staff too.
Manage Your Team Like a Pro: Whether you’re organizing training materials, HR documents, or onboarding content, automating folder creation for Staff ensures consistency, saves time, and supports scale.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/353-files-folder-generators

June 13th, 2025 Live

Marketing // Block Builder + Click Actions

The powerful Content Block Editor you’ve come to rely on is now fully integrated into SuiteDash Marketing Emails, including Campaigns, Campaign Templates, and Drip Campaigns.
Now you can create visually polished, mobile-responsive email content using an intuitive drag-and-drop interface—no need for HTML or CSS. Add Columns, Buttons, Images, and more with ease, and send beautifully crafted emails to your Contacts in just minutes.
One especially powerful addition is the ability to include Button Blocks that trigger Automations based on the recipient’s actions. If the recipient is a Known Target (a Contact with a full profile in your CRM), clicking the button can launch a fully configured Automation pathway—right from their inbox. This opens the door to highly personalized, responsive campaigns that adapt to individual choices.
For example, you can include buttons labeled “Package A” and “Package B” in an email. If the Target clicks “Package A,” they’re placed into a corresponding Automation sequence tailored to that option—and the same applies for “Package B.” All of this can be triggered without requiring the user to visit your portal or complete a form.
👍 Drag-and-Drop Simplicity: Build polished, professional emails using intuitive content Blocks—no coding required.
👍 Automation from Email: Launch Automations directly from button clicks—available for Known Targets with CRM profiles.
👍 AB Choice Logic: Present multiple paths (e.g., “Package A” or “Package B”) and segment responses into custom Automation tracks.
TL;DR: Create beautiful, smart emails faster than ever. This update brings real-time engagement and next-level interactivity to your marketing strategy—helping you convert interest into action right from the inbox.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/105-marketing-create-email-campaigns

Portal // Friendly Date/Time Placeholders for Personalized Messaging

SuiteDash now supports Friendly Date/Time/Time-of-Day Placeholders in all areas where the WYSIWYG editor is used—including email templates, portal content, and more.
With these new dynamic placeholders, you can craft messages that feel timely, natural, and authentic. For example, instead of a generic greeting, you can now say: “Happy Tuesday!” or “Hope you’re having a great morning!” or “Wishing you a productive June!”
These placeholders automatically populate with the current day, month, or part of day (like “afternoon” or “evening”), helping you create content that feels fresh and relevant—without having to manually update anything.
This is especially useful in automated email sequences or pre-scripted content, where adding a touch of humanity can make a significant difference in engagement and perception.
👍 WYSIWYG Integration: Works wherever the visual editor is available—no technical skills needed.
👍 Friendly & Timely Tone: Add greetings like “Happy Thursday!” or “Enjoy your evening!” for a more personal feel.
👍 Fully Dynamic: Automatically updates based on when the content is viewed or the email is sent.
TL;DR: A small but powerful enhancement that brings warmth and personality to your communication—automatically. Now live for all SuiteDash users.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/294-dynamic-data-placeholders

Portal // Projects Block

SuiteDash has just released a new addition to the Content Block Builder: the Projects Block. This versatile new Block can be placed on any Dashboard or Portal Page and is designed to automatically display the Projects that are assigned to the currently logged-in user.
Staff members will see all Projects to which they are assigned, while Clients will only see the Projects assigned specifically to them. For Staff, you can choose which data points appear in the Block—such as Client Name, Client Company, Percent Completed, and more. This allows you to tailor visibility based on each Staff role. For instance, if you’re working with freelancers, you might choose to hide Client details to keep the view focused and distraction-free.
On the Client side, visibility is controlled by settings within each individual Project. These granular visibility options allow you to fine-tune exactly what the Client sees in their Projects Block, ensuring that information is displayed in a way that aligns with your workflow and communication strategy.
The Projects Block is a powerful way to consolidate and organize Project access in one convenient view. It offers direct links to key Project areas such as Files, Kanban Board, Notes, Timers, and the Calendar, providing a seamless and intuitive navigation experience.
👍 Role-Based Visibility: Customize what each Staff or Client sees in the Projects Block, with settings tied to roles or individual project configurations.
👍 Easy Dashboard Integration: Display the Projects Block on any Dashboard or Portal Page to surface relevant projects automatically.
👍 Direct Access to Project Tools: Provide one-click access to essential areas like Files, Kanban Board, Notes, and more.
TL;DR: This dynamic Block offers a centralized way to display and access assigned Projects for both Staff and Clients, all from a customizable dashboard view. With granular visibility controls and seamless navigation, it brings clarity, focus, and control to your Project management.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/294-dynamic-data-placeholders

Calendar // Booking Form : Custom Automations per Appointment Generator

SuiteDash has upgraded the Booking Form functionality with powerful new customization options for Appointments. You can now configure unique Assignments and Automations based on the specific Appointment Generator selected during the booking process—opening the door to highly targeted and dynamic workflows.
Previously, when multiple Appointment Generators were offered within a single Booking Form, the same Assignments and Automations would apply to all Targets, regardless of which type they chose. With this update, you can now create appointment-specific workflows that trigger only when a particular Appointment Generator is selected.
This means each Appointment Generator can launch its own tailored Assignments and Automations—perfect for scenarios where different services require different onboarding steps, notifications, or follow-ups. You still have the option to set shared Assignments and Automations, maintaining the previous behavior when uniformity is desired.
Now, Booking Forms are more flexible than ever, giving you the tools to build custom, responsive flows that match the purpose of each appointment.
👍 Per-Type Automation Control: Assign unique Automations and Assignments based on the Appointment Generator selected by the Target.
👍 Tailored Workflows: Design targeted onboarding or service workflows that align with each specific appointment category.
👍 Flexible Configuration: Choose between Shared or Individual behavior based on your business needs and service structure.
TL;DR: Custom Automations per Appointment Generator: This enhancement gives you the power to personalize the Booking Form experience, enabling you to deliver the right follow-up, notifications, and internal processes based on the selected Appointment Generator.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/609-forms-booking-form

Onboarding // Support, Checkout & Book Me Forms can be used in FLOWs

Onboarding and On-Demand FLOWs just became even more powerful with the addition of Checkout Forms and Book Me Forms as available options in the Form Step configuration.
This new enhancement means your Clients can now book an Appointment or purchase a service directly within the FLOW experience—no redirects, no external pages, no interruptions.
Everything happens in one seamless journey, keeping your Prospects or Clients focused and flowing naturally through your process.
👍 Book Appointments Inline: Embed Book Me Forms directly into the FLOW to eliminate extra steps.
👍 Sell Services Instantly: Collect payments via Checkout Forms without ever leaving the FLOW.
👍 Perfect for Onboarding: Gather data, sell services, and schedule sessions all in a single, fluid experience.
TL;DR: A true step forward in creating smooth, frictionless workflows that convert better and feel more professional—available now to all SuiteDash accounts.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/441-flow-steps-breakdown

Support // Custom Statuses for Support Tickets

SuiteDash has expanded the flexibility of the Support Tickets system with the introduction of Custom Statuses, giving you full control over how support requests are tracked and categorized. When the Support Tickets feature was first released, it included a standard set of predefined statuses common to most support teams—but now, you can tailor those to fit your organization’s specific workflow and terminology.
Using a familiar and intuitive UI, you can now create entirely new statuses or edit the existing ones to better reflect your internal support process. Whether you use unique labels like “In Triage,” “Needs Follow-Up,” or “Client Waiting,” this update lets you speak your organization’s language within the support environment.
The only required status is Closed, which must remain to mark resolved tickets—but even that can be renamed to fit your preferred phrasing. This gives you the ability to personalize your support pipeline without sacrificing structure or usability.
👍 Custom Terminology: Create and manage status labels that reflect your internal processes or industry-specific language.
👍 Editable UI: Use a simple, user-friendly interface to add, edit, or rename support ticket statuses.
👍 Flexible Support Management: Streamline ticket handling with a status system tailored to your team’s exact workflow.
TL;DR: This update allows you to fully personalize the statuses used in your support system. Whether you’re aligning with company-specific terms or improving clarity for your team, you now have the freedom to shape your support process to match your business.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/614-support-tickets-statuses

Calendar // Now Offer Easy Rescheduling via Email Link

Clients can now reschedule or cancel their Appointments effortlessly using a secure link provided in the Appointment confirmation and reminder emails—no login required.
Whether they booked using a Book Me Form, Kickoff Form, or directly inside the Client Portal, this new functionality ensures they can make adjustments on their own terms with minimal friction.
👍 No Login Required: Clients can reschedule or cancel with one click—simple and fast.
👍 Always Available: The reschedule link is included in all relevant confirmation and reminder emails.
👍 Improves Client Experience: Gives Targets more flexibility and reduces scheduling headaches for your team.
TL;DR: More control for your Clients. Less back-and-forth for your team. Live now for all SuiteDash users!
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/517-rescheduling-an-appointment

Portal // Dashboards – Display Assigned Users

SuiteDash’s Dynamic Dashboards are already one of the most powerful tools in the platform for building tailored Portal experiences—and now they’re even more powerful with the ability to Display Assigned Users directly from the Dashboards list.
From the Dashboards overview screen, you can now click the Assigned Users icon to instantly see which users are assigned to a particular Dashboard. Even better, you’ll be able to understand how each user was assigned, thanks to a display that follows SuiteDash’s built-in assignment Priority Logic.
This new visibility makes it far easier to track and manage Dashboard access without having to dig into each Dashboard individually or retrace assignment paths. It’s a simple but powerful enhancement that gives Admins and team leads immediate clarity on who has access to what—and why.
This improvement came directly from Community feedback and is another example of SuiteDash’s ongoing commitment to listen, respond, and deliver features that matter most to our users.
👍 Instant Visibility: See exactly which users are assigned to any Dashboard right from the list view.
👍 Priority Logic Clarity: Understand the method of assignment based on built-in assignment logic—no guesswork needed.
👍 Community-Driven Feature: A direct response to user requests, enhancing administrative control and transparency.
TL;DR: This update makes it fast and easy to see who’s assigned to any Dashboard and why—improving oversight, reducing confusion, and streamlining user management across your Portal setup.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/549-dynamic-dashboards

Automation // Send Test Email functionality in Automations

In the Automations Suite, you’ve always had the power to trigger email notifications as part of your Automation set. But until now, it wasn’t possible to preview these emails before they were sent, which made it difficult to ensure they looked just right.
With this update, you can now send a Test Email directly from the configuration area of any Automation that includes an email notification step. This allows you to quickly and confidently check the layout, structure, and appearance of your email before going live with it.
Do note that when sending a test email, Data Placeholders will not be replaced, and for security purposes, these test emails can only be sent to registered Staff Members inside your platform—not to external recipients.
👍 Send Test Emails: Preview notification emails from inside the Automations Suite.
👍 Internal-Only Testing: Send tests only to registered Staff Members.
👍 Placeholder Awareness: Understand that placeholder values won’t render in test mode.
TL;DR: This feature ensures your automated emails are clean, professional, and error-free before they reach your CRM Targets.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/433-automations-breakdown

Office // Convert to Invoice Automations w/ Data Placeholders

SuiteDash continues to enhance its powerful Automation capabilities with an update to the Proposal-to-Invoice workflow. When a Proposal is submitted and accepted via e-signature, it can automatically convert into an Invoice—a highly efficient feature that many SuiteMates rely on.
With this latest enhancement, you can now use Data Placeholders in the title of the resulting Invoice. This allows you to dynamically insert personalized or system-generated information—such as the Client Name, Project Title, Proposal ID, or other custom fields—directly into the Invoice name.
This added control lets you standardize how Invoices are titled when they are auto-generated from Proposals, ensuring consistency across your records and aligning with your internal naming conventions. It’s another way to help your team stay organized, efficient, and system-driven.
👍 Dynamic Invoice Naming: Use Data Placeholders to automatically include relevant information in the Invoice Title.
👍 Streamlined Conversions: Maintain consistency and structure when auto-generating Invoices from accepted Proposals.
👍 Process Alignment: Fit the naming of your generated Invoices into your broader systems and workflows for better internal tracking.
TL;DR: This update brings more structure to your billing automation by allowing dynamic naming of Invoices generated from Proposals, helping you maintain clarity and alignment across your operations.
Available NOW to ALL Thrive & Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/433-automations-breakdown

Office // Discounts for non-Credit Card payments

SuiteDash introduces a thoughtful solution to a long-standing request: handling credit card processing fees without legally questionable surcharges. Rather than adding a fee for card payments, you can now offer a discount when your Clients choose manual payment methods such as cash, check, or other custom-configured methods.
This new feature allows you to define which Payment Methods are eligible for the discount directly in your settings. When applied, the full Invoice amount is shown as usual at the top of the Invoice, but an alternative Discounted Amount will appear below, visible only if the Client selects a qualifying payment method.
For example, if the Client chooses to pay by credit card, they’ll pay the full amount. But if they opt for a check or other approved manual method, they can pay the discounted amount—and the Invoice will be fully satisfied upon recording that payment.
When you record the payment manually and select an eligible payment method (like check), the discount is automatically applied. Once saved, the Invoice is marked as fully paid using the discounted total.
👍 Legal-Friendly Cost Recovery: Offer discounts for cash, check, or custom payment methods instead of surcharging card payments.
👍 Client-Facing Transparency: Clients see both the full amount and discounted amount, helping them choose their preferred method.
👍 Automatic Discount Recognition: Discounts are automatically applied and recognized when recording eligible manual payments.
TL;DR: This feature provides a compliant way to offset payment processing costs by incentivizing non-card payment methods. It offers flexibility for you and your Clients while keeping the billing process transparent and streamlined.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings

Office // Installment Payments Possible via Manual Payments

SuiteDash’s Installment Payments feature makes it easy to break down large totals into manageable parts, giving you full control to define installment structures based on either fixed amounts or percentage splits. On the Client side, these installments can be paid one at a time directly from the Portal, with each successful payment automatically updating the Invoice to reflect the new balance.
Now, this flexibility has been extended to include Manual Payments—such as payments made via cash, check, or even through offline gateways. Admins can now record each individual installment manually, marking them as paid within the system. This ensures the Installment Plan stays accurate and up-to-date, even when payments are collected outside the online Portal.
Once the payment is recorded, the system updates the Invoice balance accordingly, so when the Client views their Invoice, they’ll see the correct remaining balance with previous installments properly accounted for.
👍 Manual Payment Compatibility: Admins can now mark individual Installment Payments as paid when receiving payments via cash, check, or offline gateways.
👍 Accurate Invoice Balances: The total owed on the Invoice automatically reflects all manual and online installment payments.
👍 Greater Flexibility: Whether online or offline, all payment methods are now compatible with the Installment Payment system.
TL;DR: This enhancement brings full flexibility to the Installment Payments system, allowing Admins to manually satisfy installments and keep Invoices accurate—regardless of how payments are received.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/544-office-installment-payments

Forms // Headers & Footers for Standalone Forms

SuiteDash has expanded the customization capabilities of Forms by introducing support for individual HTML Headers and Footers. This allows you to add rich, styled content above and below the Form using the WYSIWYG Editor, giving you more control over the presentation and context of your form-based workflows.
This feature is especially useful when you’re using the Standalone Form option with a friendly public URL. Now, you can include an attention-grabbing header—such as a logo, introduction paragraph, or detailed instructions—right above the form to provide clarity and professionalism to your Clients or Prospects.
The Footer offers equally valuable space where you can include next steps, closing information, disclaimers, or compliance-related messaging. Whether it’s for onboarding, opt-ins, applications, or anything in between, these enhancements give you the tools to wrap your forms in fully branded, informative content.
One exception: Booking Forms only support the Footer, due to their unique layout as standalone booking pages.
👍 Enhanced Form Presentation: Add HTML headers and footers to provide structure, context, and branding around your Forms.
👍 Public-Friendly Layout: Ideal for standalone forms with friendly URLs, making them polished and accessible for public users.
👍 WYSIWYG Customization: Easily craft rich content using the built-in editor—no need for custom code.
TL;DR: This update allows you to fully frame your Forms with custom content, improving communication, professionalism, and user experience across both internal and public-facing workflows.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/432-forms-overview

Support Tickets // Bulk & Individual Delete

SuiteDash’s Support Tickets Toolkit continues to evolve—driven by the needs and requests of our Community. While Support Tickets were originally designed without the ability to delete them – with the idea that it would be a benefit to always have them on file in case there was a need. But, many in our Community found that they really wanted to delete the old Tickets and of course, we’re listening!
You now have the ability to delete Support Tickets directly from the platform. Whether you’re cleaning up old test tickets, removing duplicates, or simply streamlining your ticket history, this new option gives you the control you need.
This update is a direct response to requests from our Community, and now SuiteMates can manage their ticket database in a way that fits their internal processes—without sacrificing usability or organization.
👍 Community-Requested Flexibility: You asked, and we delivered—the ability to delete support tickets is now in your hands.
👍 Cleaner Ticket Management: Remove outdated, duplicate, or irrelevant tickets to keep your workspace organized and efficient.
👍 Full Admin Control: Deletion options put you in charge of your support ticket lifecycle with no unnecessary clutter.
TL;DR: SuiteDash now gives you the power to delete Support Tickets, offering greater flexibility and control over your support operations—because managing your data should be as dynamic as the needs of your business.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/577-support-tickets-inboxes, https://help.suitedash.com/article/574-support-tickets-overview

White Label // Login Sliders – Autoplay & Loop Options

SuiteDash has enhanced the customization options for Login Sliders, which are used on Custom Login Pages to display Announcements, Quotes, and Images. These sliders are often a key part of branding and messaging, and now you have even more control over how they function.
You can now enable Autoplay and Loop behaviors for your sliders. Loop ensures that once all the slides have been displayed, the sequence starts again from the beginning. Autoplay moves the slides forward automatically, creating a hands-free viewing experience for your users.
If you choose to enable Autoplay, there’s also a subsetting that allows you to define what happens when a user hovers over the slider. You can decide whether it pauses for interaction or continues cycling through the slides uninterrupted.
These new settings offer you more control over the presentation of your login content and give you the ability to craft a more dynamic and tailored first impression for your Clients, Prospects, and Staff.
👍 Autoplay & Loop Options: Enable sliders to play automatically and restart from the beginning after completing a full cycle.
👍 Hover Behavior Control: Choose whether autoplay pauses on hover or continues, depending on the experience you want to deliver.
👍 Branded Experience Customization: Create a login experience that feels polished and engaging by adjusting slider behavior to suit your brand.
TL;DR: These new controls let you fine-tune how sliders behave on your Custom Login Pages, providing a flexible, white-labeled experience that aligns with your brand’s presentation style.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/131-customize-your-login-page

Office // Billing Units – Standard & Styled Descriptions

SuiteDash has introduced expanded content options for all Billing Units, which include Items, Add-Ons, Packages, and Bumps. With this update, you now have the ability to use both Standard and Styled Descriptions, giving you greater flexibility in how you present your offerings to Clients during the checkout and billing process.
Standard Descriptions are shown directly within the Checkout Form’s item selection view, making them perfect for brief, at-a-glance explanations. These concise descriptions help your Clients quickly understand each option while making their selections.
Styled Descriptions are designed for more detailed presentations and appear in areas where expanded content is appropriate—such as under View More Info links in Checkout Forms and on Invoices. Styled Descriptions support HTML and can be created using the WYSIWYG Editor, allowing you to include bullet points, headers, styled text, and other formatting options.
This dual-description approach gives you the best of both worlds: clarity and speed for the initial decision, and depth and professionalism for those who want to know more before committing to a selection or purchase.
👍 Standard Descriptions: Display concise item information in the Checkout Form’s main selection area for quick reference.
👍 Styled Descriptions: Use rich text formatting via HTML or the WYSIWYG Editor to provide detailed, branded descriptions in expandable views and Invoices.
👍 Enhanced Sales Presentation: Showcase your Billing Units with structured content that informs and builds trust with your Clients.
TL;DR: With this update, you can now pair quick-hit summaries with fully styled, informative content to create a more engaging and effective checkout and billing experience. Perfect for selling services or products with clarity and impact.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings

Office // Subscription & Payments Sources

SuiteDash continues to enhance its Office Toolkit with a new update to the Subscriptions and Payments lists. You can now view the Source of each Subscription or Payment, giving you greater insight into how and where these transactions were initiated.
This new Source data allows you to easily determine whether a Subscription or Payment originated from a Package, an Invoice, a Checkout Form Submission, or another channel. This level of detail is especially helpful when analyzing customer behavior, troubleshooting billing issues, or simply organizing your financial records more effectively.
Even better, you can now apply filters based on Source to quickly narrow down and focus your view—saving time and helping you make more informed decisions across your billing workflows.
👍 Source Visibility: Instantly see whether a Subscription or Payment came from a Package, Invoice, Checkout Form, or another method.
👍 Advanced Filtering: Filter Subscriptions and Payments by Source to simplify reporting and streamline billing management.
👍 Clearer Insights: Understand customer behavior and trace payment origins more accurately for better financial oversight.
TL;DR: This update brings transparency and control to your billing data by showing exactly where each Subscription or Payment originated. Use this new level of detail to optimize your workflows and reporting.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/88-invoices-subscription-plans, https://help.suitedash.com/article/604-office-payments

Forms // Checkout Forms – Expanded Color Customization Options

SuiteDash has expanded the styling capabilities of Checkout Forms and the Proposal Choice Block to offer precise control over color customization for virtually every component presented to your Clients.
This means you can now configure colors for each element—Items, Add-Ons, Packages, Bumps, and more—ensuring your form aligns perfectly with your intended brand presentation. Whether it’s matching a specific brand palette or creating a visually consistent experience across your client-facing assets, you now have the tools to control every detail.
The importance of brand consistency cannot be overstated, especially in sales and payment experiences. These updates allow you to deliver a polished, professional, and immersive visual experience that builds trust and reinforces your brand.
👍 Full Branding Control: Customize the colors of every element within your Checkout Form for a pixel-perfect brand presentation.
👍 Consistent User Experience: Keep colors consistent across your proposals, packages, and payment elements to create a seamless look and feel.
👍 Applies to Multiple Components: Expanded color options affect all client-facing elements including Proposal Choice Blocks, ensuring uniformity across the platform.
TL;DR: This feature gives you the power to present every detail with your unique color styling, reinforcing your brand and elevating the professionalism of your sales interactions.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/595-forms-checkout-form

Marketing // Preview Email Campaign After/During Send

With this update, SuiteDash makes it easier than ever to reference and review your Email Campaigns, even after they’ve already been sent.
Previously, if you wanted to view a campaign after sending, you’d need to duplicate it and go through extra steps. Now, you can simply open the Campaign and preview the full content directly in a convenient sidebar view—saving time and streamlining your review workflow.
This functionality is especially helpful for historical reference, internal approvals, or double-checking what content was delivered to a specific Target without interrupting your campaign rhythm.
👍 No Duplication Needed: Instantly view a full preview without duplicating the campaign.
👍 Sidebar Access: The campaign preview opens conveniently in a sidebar for quick reference.
👍 Streamlined Review: Perfect for confirming content after sending or sharing with internal stakeholders.
TL;DR: This simple yet powerful improvement saves time, reduces redundancy, and enhances visibility into your live email communications.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/105-marketing-create-email-campaigns

Automations // Improved UI for Update Custom Field Automation

The Update Custom Field Automation step has received a significant user interface upgrade, making it much easier to manage and update Custom Fields directly within your Automations.
Now, when configuring this step, you’ll see an organized accordion-style layout that clearly displays all active Custom Fields. This intuitive structure allows you to expand and edit each one individually, eliminating guesswork and giving you full confidence that your updates are being applied exactly as intended.
This improvement is especially helpful in more complex Automations with many fields to manage, ensuring clarity and efficiency throughout your workflow design.
👍 Accordion Layout: Visually separates and organizes Custom Fields for quick access and editing.
👍 Less Confusion: Easily match the correct data to the right Custom Field without second guessing.
👍 Faster Workflow Design: Build and update your Automations more confidently with clear, editable field displays.
TL;DR: A simple but powerful change that helps make your Automation setup faster, clearer, and far more user-friendly.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/383-automations-nocodeautomation

Zapier // General Integration Improvements

We’ve extended the capabilities of our Zapier integration to make your third-party workflows even more powerful and precise. These new improvements help you better automate CRM operations using external platforms.
Now, when creating Contacts or Companies through Zapier, you’ll also have the ability to trigger Deal Generators automatically. This opens up a wide range of possibilities for seamlessly integrating your sales pipeline into your onboarding flows.
In addition, Zapier actions now support searching by Custom Fields, making it much easier to locate and update specific records with pinpoint accuracy, especially in complex environments where names or emails may not be unique.
👍 Deal Generator Triggers: Launch Deal Generators automatically as you create CRM records from Zapier.
👍 Custom Field Search: Find and manage records based on your own unique data points.
👍 Smoother Integrations: Streamline processes and reduce manual cleanup with more powerful search options.
TL;DR: These upgrades bring more control, flexibility, and automation potential to your SuiteDash + Zapier workflows.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/97-zapier-integration

March 28, 2025 Live

Billing / HUGE Update for Items, Add-Ons, Packages and now… Bumps!

SuiteDash has released a powerful upgrade to its Billing Toolkit—completely transforming how you configure and present Subscription Items, One-Time Charges, and Client-Selectable Options across Invoices, Estimates, Proposals, and Checkout Forms.
At the core of this update is the unification of your billing structure. Instead of relying on separate “Plans” blocks, every Item, Package, and Add-On can now be configured as either a One-Time Charge or a Recurring Subscription. This brings massive flexibility, as you can mix and match billing types in the same Invoice or Proposal—perfect for offering both a one-time setup fee and a monthly service subscription in a single, seamless experience.
When configuring a Subscription Item, you can either select an existing Plan or create a new one on the fly, complete with its billing cycle, amount, and associated Automations. These Plans act as templates and allow you to manage and reuse your recurring billing structures with precision.
Price Bumps introduce a new layer of upselling power. These optional charges are attached to specific Items, Packages, or Add-Ons and can be selected by the Client in Checkout Forms or Proposal Choice Blocks. Like all billing elements, Price Bumps support their own Automation triggers and are fully conditional.
Clients can now dynamically adjust Quantity, Rate, and even enter custom donation-style values—all directly in the interface. These updates are reflected in real-time, with inline calculations for Taxes, Discounts, and Total Amounts.
👍 Unified Billing Experience: One-Time & Subscription options are now built directly into Items, Packages, and Add-Ons—no more separate Plan blocks.
👍 Dynamic Client Interaction: Clients can adjust quantities, select optional Price Bumps, and enter custom amounts in real time.
👍 Automation-Powered Precision: Every billing component—including Bumps—can trigger targeted Automations based on Client selections.
TL;DR: This update gives you complete flexibility to present billing options your way. Configure everything from recurring subscriptions to one-time offers, bundle upsells, and fine-tune every detail—backed by targeted Automations. It’s a smarter, more powerful way to handle billing, proposals, and client checkouts.
VIDEO > This is a pre-release video, but the feature is now LIVE > https://yt.openinapp.co/qfcwr
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings

Appointments / Native Book Me Form

The new Book Me Form is a fully customizable, public-facing appointment scheduling interface that gives you the power to create beautiful, branded, and streamlined booking experiences for any or all of your Appointment Generators.
Each Book Me Form can be designed to serve as a personalized scheduling portal. You can create a single form that includes multiple Appointment Generators or tailor a Form for each individual Staff member. Each Form is perfect for use as a shareable scheduling link—much like Calendly or Google Bookings—while offering full control over branding, content, and CRM integration.
Each Appointment Generator inside the Book Me Form includes full configuration of availability, notifications, confirmation messages, and meeting options. Staff can be assigned individually to each Appointment Generator, and auto-creation of Zoom, Google Meet or Microsoft Teams links is supported, ensuring a seamless virtual meeting experience.
Even better, the Book Me Form itself is highly customizable. Add a profile photo, description, button links (e.g., website, LinkedIn), accent colors, and an optional cover image to make the form a true extension of your personal or business brand. You can label each section with your own titles like “About Me” or “Let’s Connect,” and include CRM data fields, contact fields, company fields, or custom fields—all configurable with validations, automations, and portal invitations.
👍 All-in-One Booking Page: Combine multiple Appointment Generators in a branded, public-facing page that acts as your central scheduling link.
👍 Custom Branding & Layout: Personalize everything from profile photo, button links, and section titles to accent colors, background images, and layout options.
👍 Built-In CRM Integration: Seamlessly add Unknown Targets as Prospects, assign Coordinators, apply Circles, send Portal Invites, and trigger Automations—just like with any other SuiteDash Form.
TL;DR: The Book Me Form transforms appointment scheduling into a professional and personal experience. Whether you’re a coach, consultant, agency, or internal team, this powerful feature gives you the freedom to customize every detail—turning a simple calendar link into a branded client interaction tool.
VIDEO > An excellent video by our friend Marie > https://yt.openinapp.co/mex56
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/609-forms-booking-form

CRM / Deal Generators

With the addition of Deal Generators, we’re continuing to expand the power and flexibility of Automations in the CRM environment. Just like our other Generators, these are designed to dynamically generate key objects — in this case, Deals — using settings you configure in advance. This means you can now spin up Deals at the exact moment they’re needed, fully customized, and loaded with Automations.
These Deal Generators are purpose-built to give you precision control over how Deals are created and how they behave from the very first moment they enter your Pipelines.
You can dynamically set the Deal Title, choose which Pipeline to use, define the initial Stage, assign an Expected Value, set a relative Expected Close Date, and more!
👍 Set up once, then fire dynamically using Automation: Each Deal created via the Generator can be pre-configured with its own Deal-level Automations that will run each time that Deal is moved from one Pipeline Stage to another.
👍 Assign Followers and Automations in advance: You can assign Followers at the Generator level, and they’ll be automatically applied to each generated Deal.
👍 Control every detail, from Pipeline to Expected Close Date: In the Deal Generator, the Expected Close Date uses a smart relative system: if you enter “90 days,” the Generator will automatically calculate 90 days from the current date at the time of generation.
TL;DR: Deal Generators give you full Automation-powered control over when and how Deals are created. You configure the settings once, and then use them in any Automation to generate Deals with custom titles, values, close dates, stages, followers, and more. Every generated Deal enters the Pipeline exactly as you’ve defined it — and every movement within that Pipeline can fire up to three distinct Automations: one on Stage Exit, one on Stage Entry, and one on the Deal itself that triggers every time the Deal is moved. It’s flexible, powerful, and designed to give you complete control over your customer journey.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/610-crm-deal-generators

CRM / Deals Export

Your ability to manage Deals in SuiteDash just leveled up — now with full Export functionality. While Deals already serve as a powerful way to track opportunities and navigate workflows, this new update unlocks the potential to take your Deal data outside of SuiteDash for analysis, reporting, and more advanced forecasting.
Whether you’re preparing a stakeholder report, syncing with an external system, or crunching numbers in your own custom dashboard — exporting Deals gives you the freedom to harness your CRM data however you see fit.
Combines perfectly with existing Deal logic in SuiteDash — providing visual, interactive pipeline management and portable data for deeper reporting.
👍 Export all your Deal data, anytime: Export includes every vital data point: Deal UID, associated Company or Contact, Deal Name, Deal Details, Category, Current Stage, Expected Value, and Expected Close Date.
👍 Power external reports & forecasting: Forecasted revenue can now be tracked more effectively across external tools, helping you map out future projections based on pipeline status and confidence-to-close percentages.
👍 Leverage SuiteDash as your CRM source of truth: Enables deeper insights for business owners and managers by supporting customized analytics workflows, from spreadsheets to third-party integrations.
TL;DR: Deals Export gives you the ability to extract all the essential Deal data from SuiteDash and put it to use however you need. Whether it’s for revenue forecasting, pipeline performance analysis, or cross-platform integration, you now have full access to every Deal’s details — from value and stage to expected close and associated contacts. SuiteDash continues to be your all-in-one platform, but now with a new window open for enhanced external workflows.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/85-deals-getting-started

Forms / New Form options in FLOWs

FLOWs have always been a powerful tool for creating structured, automated onboarding and engagement sequences — but now they’ve taken a big leap forward. With the expanded support for a wider range of Form types, your FLOWs just became more versatile, more dynamic, and more tailored to your specific needs.
Whether you’re collecting data from new Prospects, guiding existing Clients through a series of steps, or assigning tasks to Staff, these new Form options dramatically increase what you can accomplish inside your FLOWs.
On-Boarding FLOWs and On-Demand FLOWs targeting CRM users now support: Kickoff Forms, Update Forms, Support Forms, General Forms, and Subscriber Forms — with Checkout and Booking Forms coming soon.
👍 CRM FLOWs now support up to five Form types: Keep in mind that when using a Kickoff Form in a FLOW intended for CRM Targets, only the “Known Target” configuration will apply since in all cases, the Target will already be Known.
👍 Staff FLOWs gain new supported Form options: For FLOWs targeting Staff, you can now use Update Forms, General Forms, and Subscriber Forms.
👍 Checkout & Booking Forms coming soon 🎉: These new options give you much more flexibility in how you design and execute your FLOWs — turning them into even more customizable interaction journeys for both CRM and Staff participants.
TL;DR: MORE Forms Options in FLOWs means your On-Boarding and On-Demand FLOWs are no longer limited to just Update Forms. You can now use Kickoff, Support, General, and Subscriber Forms depending on the FLOW type and Target — with Checkout and Booking Forms on the way. Whether you’re guiding a new Client through onboarding or assigning internal tasks to Staff, FLOWs are more powerful than ever and opening doors to whole new levels of Automation.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/441-flow-steps-breakdown

Portal / Custom Menus for Teams

Custom Menus are already a key part of tailoring the SuiteDash experience — giving you the power to rename, reorder, hide, and even create new menu items based on Role or CRM Circle. But now, we’re taking that customization to a whole new level by introducing Team-based visibility.
This new update gives you even more granular control over who sees what — allowing you to create precise, role-based and team-based navigation experiences across your Staff interface.
The visibility logic uses an AND condition: Menu Items will display only if the Staff member’s Role and Team match the configuration.
👍 Set visibility based on both Role & Team: You can now control visibility of Top-Level Menu Items and Sub-Items based not only on Role, but also on Team Membership.
👍 Build private menus for internal processes: This is ideal for building ultra-specific dashboards, giving each team just what they need — and nothing they don’t.
👍 Protect & streamline Staff Dashboards: You still retain all existing customization powers: renaming items, changing icons, reordering, and even adding new menu items tailored to specific workflows.
TL;DR: Custom Menus for Teams lets you restrict menu visibility based on Team membership in addition to Role. This dual-logic system ensures that only the right people see each menu item, keeping your workflows clean, private, and purposeful. Whether you’re organizing by department, responsibility, or permission level, this feature empowers you to build a fully customized Staff interface — perfectly aligned with how your business actually works.
Available NOW to ALL Thrive & Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/158-custom-menus

Portal / Social Media Icons in Email

SuiteDash now offers full customization for the Social Media Icons that appear at the bottom of all transactional and marketing emails. This new feature gives you total control over which social media platforms you want to feature and how those icons are displayed, enhancing your email branding and aligning it more closely with your business identity.
You can choose from pre-designed, matching icon sets that include the most popular social media platforms like Facebook, Instagram, TikTok, X (formerly Twitter), and more. Each platform can be enabled or disabled individually, allowing you to showcase only the channels that are relevant to your brand.
For each icon, you can paste your direct social media URL, making it easy for recipients to connect with your business. If the pre-built sets don’t fit your visual preferences, you also have the option to create your own fully customized set using icons you’ve sourced or created yourself.
Additionally, even within the existing sets, you can extend their functionality by uploading your own custom icons—perfect for niche platforms like Dribbble or other industry-specific networks. Whether you use the ready-made sets or build your own from scratch, you’ll be able to elevate your email communications with a professional and cohesive look.
👍 Pick or Personalize: Choose from existing icon sets or upload your own to create a fully custom display of social media links.
👍 Platform Control: Enable or disable icons individually and paste your direct links for each platform.
👍 Extended Flexibility: Add custom icons to existing sets for less common platforms or industry-specific networks.
TL;DR: This feature empowers you to customize and control the display of social media icons in your outgoing emails. Whether you use matching pre-built sets or craft a custom collection, SuiteDash gives you the tools to ensure your email branding stays consistent and on point.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/128-customize-email-branding

Portal / Quick Find for Staff

SuiteDash’s Quick Find feature has long made it easy to access CRM Companies and Contacts—and now it’s even more powerful with the addition of Staff search capabilities. This enhancement allows you to instantly search for and access your Staff Targets from anywhere within the platform.
You can activate Quick Find using the F key as a keyboard shortcut or by clicking the Quick Find icon, giving you fast, universal access regardless of where you are in the SuiteDash interface. The search experience is intuitive and seamless—just type, find, and act.
With this update, you can now easily locate any Staff Target and take immediate action. Once found, you can either Edit or Impersonate the selected Staff member directly from the search results, helping you manage your team and workflows more efficiently.
This improvement reduces the number of clicks and the time it takes to navigate to specific Staff profiles, offering a major convenience upgrade for Admins and Super Admins who manage teams inside SuiteDash.
👍 Universal Staff Search: Quickly search for and retrieve Staff Targets using the F key or a single click from anywhere in the platform.
👍 Edit or Impersonate with Ease: Once located, you can immediately Edit or Impersonate the selected Staff Target.
👍 Faster Workflow Access: Eliminate extra clicks and find what you need faster, streamlining navigation across your organization.
TL;DR: This enhancement brings your Staff Targets into the Quick Find experience, letting you instantly search, edit, or impersonate team members with a single keystroke—saving time and boosting efficiency across your operations.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/603-quick-find-search-widget

Projects / Quick Find for Projects

SuiteDash’s Quick Find feature just got even better with the addition of Projects to its search capabilities. Previously available for quickly navigating to CRM Companies and Contacts, Quick Find now gives you instant access to your Projects, making it easier than ever to manage your workflows.
You can activate Quick Find from anywhere within the SuiteDash platform using a simple keyboard shortcut (F) or a single click. This provides immediate access to the search bar no matter what page you’re on, enabling you to quickly locate and act on the Project you need without delay.
With this new functionality, you can search for a Project, then take fast action—add a Task, start a Timer, navigate directly to the Project Dashboard, or edit Project details—all directly from the Quick Find interface. This eliminates unnecessary clicks and significantly reduces the time spent navigating the platform.
Whether you’re managing a handful of active Projects or hundreds, this enhancement simplifies your day-to-day operations and keeps everything just a keystroke away.
👍 Instant Project Access: Search and retrieve Projects instantly from anywhere using the F key or a single click.
👍 Action-Ready Results: Add Tasks, start Timers, edit Projects, or jump to the Project Dashboard without leaving the Quick Find.
👍 Streamlined Workflow Navigation: Reduce friction, save time, and manage Projects more efficiently with fewer clicks.
TL;DR: This update adds your Projects to SuiteDash’s universal search tool, allowing you to instantly find and take action on any Project with a single keystroke. It’s all about speed, simplicity, and smarter navigation.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/603-quick-find-search-widget

Appointments / Updated Appointment Reminders Structure

SuiteDash has introduced a robust, flexible, and highly customizable system for managing Appointment Reminder Notifications. Designed to work across multiple levels of your organization, this feature gives you complete control over how and when reminders are sent—whether through email, SMS (via Twilio), or platform notifications.
At the Global Level, Admins and Super Admins can define organization-wide defaults that determine how both Staff and CRM Targets are reminded about upcoming appointments. These global settings automatically apply to newly created Staff and cascade downward through the system unless customized at lower levels.
Each Staff Member has the ability to adjust their personal reminder preferences. When a Staff Member is assigned to an Appointment Generator, their current notification settings are applied to that Appointment Generator. Each Appointment Generator can then be further tailored, with its own unique set of reminder rules that can be pushed down to all existing appointments created from it.
Finally, at the Individual Appointment Level, changes can be made without affecting upstream settings. This means reminders for a specific appointment can be altered as needed, giving ultimate flexibility when exceptions arise. Powerful override options are available at every level—Staff, Appointment Generator, and Global—so Admins can enforce uniformity across the platform when necessary.
👍 Multi-Level Flexibility: Customize reminders globally, by Staff, by Appointment Generator, or even per Appointment for a fully tailored experience.
👍 Powerful Overrides: Push updated settings down through all levels—Staff, Appointment Generators, and existing Appointments—with a single click.
👍 Universal Access Control: Grant or restrict access to reminder management based on roles or specific users, including office managers or booking coordinators.
TL;DR: This fully structured, customizable system gives you the power to manage reminders for appointments with precision. From global defaults to one-off changes at the individual appointment level, this feature adapts to your workflows and team structure while offering efficient ways to standardize your settings across the board.
VIDEO > https://yt.openinapp.co/zpke6
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/377-manage-your-calendars-and-schedules

Portal / Custom UID Options

SuiteDash now introduces Custom UIDs—a simple yet powerful feature designed to make it easier to reference and track your key assets like Clients, Staff, Projects, and Work Requests. While the platform has always used system-generated UIDs, these are long, complex, and best suited for machines. With Custom UIDs, you get human-readable, easy-to-share identifiers that improve clarity and communication in everyday workflows.
You can define your own UID prefixes (like PJ882) to fit your internal naming logic—whether it’s based on year, service type, or team code. Once you activate the feature and choose your prefixes, SuiteDash generates a UID for every existing record. That prefix structure is permanent for existing records, so it’s important to plan accordingly before activation. However, you’re free to change prefixes going forward for future records.
Once activated, you’ll see these UIDs throughout the platform—in dashboards, lists, filters, and the Quick Find tool. You can copy and paste them easily, use them to search across entities, and even use them as dynamic parts of project names in Project Generators. It’s a seamless way to identify, share, and locate your most important assets quickly.
👍 Human-Readable Identifiers: Create short, easy-to-read UIDs like CL1001 or PR2025 that are searchable, shareable, and communication-friendly.
👍 Integrated Across the Platform: Use Custom UIDs in search, filters, dashboards, Quick Find, and even inside Project Generators.
👍 Tailored to Your Workflow: Set prefixes that match your naming system, reset counters as needed, and maintain uniqueness and structure across all records.
TL;DR: SuiteDash’s new Custom UID feature empowers you to bring clarity and consistency to your operations. Unlike system-generated hashes meant for backend systems, Custom UIDs are designed for humans—easy to speak, type, share, and search—perfect for organizing and referencing key data across your business.
VIDEO > https://yt.openinapp.co/it13j
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/607-uid-settings

Portal / Staff Profile Pages

SuiteDash introduces Staff Profile Pages, a beautifully customizable and dynamic way to showcase the people behind your business. These Profile Pages are designed to help your Staff make strong, personable connections with Clients and Prospects—whether it’s in an email signature, on a business card, or through a “Meet the Team” section of your website.
With SEO-friendly URLs and fully white-labeled presentation, each Profile Page is a public web page that highlights individual Staff details, complete with customizable styling, embedded Staff Custom Fields, and personal branding. These pages are built using dynamic data placeholders, allowing one template to serve many different Staff members, each with their own unique data, images, and contact information.
Admins can assign these pages to specific Staff, Teams, or Roles, and each Staff member can personalize their own friendly URL (e.g., yourdomain.com/meet-me/john-smith). Dynamic placeholders like name, title, bio, and even custom WYSIWYG sections make each profile automatically tailored to the Staff member based on the link that’s accessed.
Even more powerfully, when a CRM Target is logged into the portal and visits a Staff Profile Page, SuiteDash knows who they are and can offer dynamic navigation options—like a button to “View Your Coordinator” or “Contact Your Salesperson.” You can also link directly to a specific Staff member’s Profile Page when needed.
👍 Dynamic Personalized Pages: One template serves many with dynamic data fields that auto-populate each Staff member’s profile.
👍 Custom URLs + SEO Ready: Every Profile Page has a clean, friendly URL and includes SEO features like dynamic title and meta descriptions.
👍 Human Connection, Powered by Data: Empower Staff with personalized pages for marketing, trust-building, and increased credibility.
TL;DR: SuiteDash’s new Staff Profile Pages give your team a powerful tool for visibility and professionalism. Whether it’s for your sales team, trainers, or client-facing team members, these pages combine flexibility, privacy, and custom branding—all managed dynamically from a single profile template.
VIDEO > https://yt.openinapp.co/34ymb
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/608-pages-creating-a-staff-profile-page

Billing / Update Subscription Details

SuiteDash now delivers one of the most requested Billing features from the Community—the ability to update existing active Subscriptions. Until now, once a Subscription was created, it couldn’t be changed. That meant no adjustments to price, frequency, billing cycle, or discounts. But thanks to Community feedback and the power of being a truly Community-First platform, that all changes today.
With this new feature, Admins and Super Admins can now modify nearly every aspect of an active Subscription. This includes changing the billing amount, adjusting the frequency (monthly, yearly, etc.), modifying the next billing date, applying a discount, and even altering the tax or quantity. It gives you more flexibility as a business and improves the overall experience for your Clients and Customers.
The changes apply to individual Subscriptions and do not affect the original Subscription Plan or other Subscriptions created from that plan. All updates are done manually and are limited to active Subscriptions only.
👍 Full Manual Control: Change amount, frequency, billing date, tax, discounts, and more—all within a single Subscription.
👍 Client-Centric Flexibility: Adjust to your Clients’ needs on the fly—switch from monthly to yearly, apply discounts, or update terms as needed.
👍 Community-Driven Development: This feature exists because of direct feedback from our SuiteDash Community in the VIP Suite.
TL;DR: SuiteDash’s new ability to edit active Subscriptions gives Admins and Super Admins the power to fine-tune recurring payments. Whether it’s for flexibility, customer service, or correction, you now have the tools to modify subscriptions directly—without needing to cancel and restart the process.
VIDEO > https://yt.openinapp.co/qwai6p3
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/88-invoices-subscription-plans

Forms / Advanced HTML Block – Hide when Embedded Option

One of the biggest strengths of using SuiteDash to automate your business processes is the dual-purpose power of Forms. Whether your customers are submitting data through a public-facing website embed, or your Staff is entering the data via Staff Submit, it all leads to the same consistent workflow — triggering Automations, assignments, and ensuring uniformity across all intake points.
Now, we’ve added a smart new way to enhance this dual functionality: a new option that allows you to hide specific content blocks when the form is embedded, making it easier than ever to support your Staff without confusing your customers.
This means your website visitors will only see what’s meant for them — while your Staff, using the same form via the standalone link or Staff Submit, will see the full version with training and support guidance.
👍 Hide HTML Content Blocks from embedded Forms: You can now include Advanced HTML blocks with helpful internal instructions, and configure those blocks to be hidden when the form is embedded on your website.
👍 Show HTML Content Blocks only in Staff Submit mode: A second option lets you show these blocks only when the form is accessed via Staff Submit, perfect for creating ultra-precise experiences based on the access method.
👍 Use one Form, one workflow, many access paths: These new visibility settings allow you to maintain a single unified Form — ensuring that your data collection and workflow logic stay perfectly consistent no matter where or how the form is submitted.
TL;DR: The new “Hide when Embedded” option for HTML Content Blocks lets you include internal Staff-only instructions and hide them from public-facing users. You can now tailor the Form experience based on how it’s accessed — whether embedded on your site, opened via standalone URL, or submitted internally by Staff. This ensures consistency in your Automations, while giving you flexibility in how you guide and support your Staff members behind the scenes.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/432-forms-overview

Projects / Projects API and Webhooks (Create/Update/Delete/Complete)

SuiteDash has enhanced its White Label Secure API with new capabilities for managing and updating Projects. This update introduces the ability to use the API to update both default and custom fields for Projects, significantly expanding the flexibility and integration options available to users.
With this enhancement, you can configure a GET call to pull all Project data from your account, enabling you to replicate this information in a third-party middleware or populate it into another application. Project Identification Logic is integrated into the API, ensuring that the correct Project is targeted for updates based on your workflow parameters.
Additionally, a complete range of Webhooks is now available for all Project update and modification actions. These Webhooks allow you to sync data across your systems in real-time, ensuring that any updates or modifications made to a Project in SuiteDash are instantly reflected in your external data sources.
This API and Webhook combination is designed to help you maintain synchronized data between SuiteDash and any secondary data source. While creating new Projects must still be done within the SuiteDash platform, this update ensures you can easily update and modify existing Project data via the API.
👍 Project Data Updates: Use the API to update default and custom fields for existing Projects, enabling seamless integration with external systems.
👍 Real-Time Webhooks: Sync data instantly with a full range of Webhooks for Project updates and modifications, ensuring your data stays in sync.
👍 Integrated Project Identification Logic: Target the correct Project using built-in logic that aligns with your workflow parameters.
TL;DR: The enhanced API and Webhook functionality allow you to update and modify existing Project data while maintaining synchronization with external systems. With integrated Project Identification Logic and real-time Webhooks, SuiteDash ensures your workflows are efficient and connected.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/581-webhooks

CRM / Office / Expenses / Proposals / Payments added to CRM Dashboard

The CRM Contact Dashboard and CRM Company Dashboard have long served as central hubs for managing everything about your CRM Targets — giving you quick access to profile details, Notes, Deals, and more, all in one place.
Now, they’ve become even more powerful. Based directly on feedback from our incredible Community, we’ve expanded these Dashboards to include Expenses, Proposals, and Payments — giving you a more complete picture without ever needing to leave the page.
This enhancement reinforces the CRM Dashboard as your go-to control center for managing relationships and financials.
👍 View Expenses directly in CRM Dashboards: View all Expenses tied to a specific Contact or Company — helping you track costs and financial activity alongside CRM data.
👍 Instantly access Proposals & Payments: Instantly access all Proposals (Thrive & Pinnacle only) that have been created or assigned for that Target — no need to dig through separate menus.
👍 Manage more, navigate less: See a full history of Payments made by the Contact or Company — everything in one unified view for faster decision-making and improved visibility.
TL;DR: CRM Dashboards just got even better — with new visibility into Expenses, Proposals, and Payments. Whether you’re looking at a Contact or a Company, you’ll now see everything in one place: financial history, Proposal progress, and Expense tracking right alongside Deals, Notes, and profile data. It’s a major upgrade for your CRM workflows — and a direct result of your continued feedback. Keep it coming, SuiteDash Community!
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/538-crm-dashboard

Proposals / Custom Filters for Proposals / Creation Date / Signing Date

Your list of Proposals just became a whole lot easier to navigate. As your list grows, so does the need to quickly find the right Proposal at the right time — and now, with Custom Filters for both Creation Date and Signing Date, you’ve got the tools to do exactly that.
These new filtering options bring more precision and control to your Proposals view, so you can focus on what matters most without sifting through unnecessary clutter.
These filters pair seamlessly with existing sorting and status options, allowing you to drill down into exactly the Proposals you’re looking for.
👍 Filter by Proposal Creation Date: Filter your Proposals based on a Creation Date Range — perfect for finding all Proposals created during a specific project cycle or time window.
👍 Filter by Proposal Signing Date: Filter based on the Signing Date Range — giving you an easy way to track signed deals within a defined timeframe.
👍 Find what you need in seconds: Whether you’re tracking performance, reviewing signed Proposals, or simply trying to locate a single Proposal — these filters make your workflow smoother and faster.
TL;DR: Custom Filters for Proposals now include both Creation Date and Signing Date ranges. These powerful new options make it easy to locate the right Proposal with speed and accuracy — whether you’re reviewing a specific time period, tracking closing activity, or managing client timelines. This feature comes straight from the SuiteDash Community — and we’re proud to deliver it, right on time.
Available NOW to ALL Thrive & Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/442-advanced-filtering

Forms / Remove from Audience / Remove from Circles (Known Only)

Kickoff Forms are a key part of transitioning your Prospects from passive subscribers to active participants in your processes. And now, with two powerful new options — Remove from Audience and Remove from Circles — you gain even more precision over how Contacts evolve through your system.
This is especially useful for situations where someone completes a Form meant to convert them — once they do, you can exit them from their original marketing Audience and move them to a new step in your process.
These actions can be paired with existing Add to Audience(s) and Add to Circle(s) options to ensure smooth transitions between steps in your funnel.
👍 Remove from Audience in both Known & Unknown sections: You can now automatically remove a Target from one or more Audiences when they submit a Kickoff Form — helping you keep drip campaigns relevant and avoid unnecessary follow-ups.
👍 Remove from Circles (Known Targets only): You can also remove a Target from one or more Circles, but this option is available only in the Known Target section of the Kickoff Form.
👍 Prevent mixed messaging by clearing outdated assignments: These updates make it easier to guide users through your marketing funnel while ensuring they don’t receive outdated or irrelevant messaging once they’ve taken action.
TL;DR: Kickoff Forms now support automated removal from Audiences and Circles, helping you manage your marketing and organizational structure with more finesse. Removing from Audiences is available for both Known and Unknown Targets, while removing from Circles is limited to Known Targets only. This gives you the ability to shift users from one step in your workflow to the next — and cleanly make sure they are no longer receiving messaging associated with their previous step.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/84-using-kickoff-forms

December 6, 2024 Live

Calendar / Microsoft 365 Calendar & Teams/Skype Sync

SuiteDash continues to enhance its integration capabilities with the latest update to the Microsoft Integration. This new feature allows you to seamlessly sync your Microsoft 365 Calendar with SuiteDash’s Appointment Scheduling Tool, offering the same robust functionality that has been available for Google Calendar users.
With this integration, you can set the platform’s Appointment Scheduling Toolkit to automatically block availability based on events already present in your Microsoft 365 Calendar, ensuring there are no scheduling conflicts. Additionally, appointments booked through SuiteDash can now sync directly with your 365 Calendar, keeping your schedule centralized and up-to-date.
And, you now have the ability to automatically schedule Microsoft Teams or Skype Meetings for appointments booked through SuiteDash. When an appointment is confirmed, SuiteDash will automatically create a Microsoft Teams Meeting and send the meeting link to the relevant participants, streamlining the process and ensuring a professional, connected experience for your Clients and Prospects.
👍 Microsoft Calendar Sync: Sync SuiteDash appointments with Microsoft 365 Calendar and block availability based on existing events.
👍 Automated Teams Meetings: Automatically create and send Microsoft Teams Meeting links when appointments are scheduled.
👍 Centralized Scheduling: Keep your calendars in sync and avoid scheduling conflicts with this newly added integration.
TL;DR: The new Microsoft Office 365 Integration allows you to sync your Microsoft 365 Calendar with SuiteDash’s Appointment Scheduling Tool, ensuring centralized scheduling and avoiding conflicts. Appointments can also automatically create Microsoft Teams Meetings, with links sent directly to participants, enhancing workflow efficiency and connectivity.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/597-microsoft-calendar-integration

CRM / Multiple Deal Pipelines

SuiteDash continues to enhance its sales and onboarding capabilities with the introduction of Multiple Deal Pipelines. The platform already offers powerful tools to help you create Deal Pipelines and easily move Deals from one Stage to the next, providing a clear visual representation of progress through identifiable Stages.
With this new feature, you can now create unique Deal Pipelines, each with its own set of Stages tailored to a specific sales or onboarding cycle. Previously, you could assign categories to differentiate Pipelines, but now you can go further by customizing the number and arrangement of Stages for each Pipeline. This flexibility ensures that every Pipeline aligns perfectly with the specific needs of your products or services.
Additionally, you can assign Stage-specific percentages that indicate the likelihood of winning a Deal at each Stage. These probabilities can be customized uniquely for every Stage within every Pipeline. This enhancement allows you to generate accurate, tailored sales forecasting reports for each product or service in your offerings.
👍 Customizable Deal Pipelines: Create multiple Deal Pipelines, each with its own unique number of Stages, tailored to specific sales or onboarding cycles.
👍 Stage-Specific Probabilities: Set unique percentages for each Stage in every Pipeline to enhance your sales forecasting accuracy.
👍 Enhanced Sales Forecasting: Completely customize your sales reporting for every product or service in your lineup, ensuring precise and actionable insights.
TL;DR: SuiteDash now allows you to create Multiple Deal Pipelines, each with custom Stages and Stage-specific probabilities. This flexibility enhances your ability to tailor sales forecasting and Deal tracking for each product or service, ensuring your CRM perfectly aligns with your business needs.
Available NOW to ALL Thrive & Pinnacle SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/600-crm-deal-pipelines

CRM / Deal Stage Automations

Building on the recently introduced Multiple Deal Pipelines, SuiteDash now offers the ability to configure Deal Stage Automations. This powerful feature allows you to set Automations triggered by a Deal entering or leaving a specific Stage within any Pipeline.
In each Deal Pipeline, for every individual Stage, you can now access Automation Opportunities that fire when a Deal enters a Stage and, separately, when a Deal exits a Stage. This flexibility gives you complete control over how Automations are triggered, creating an adaptive and responsive workflow for your sales and onboarding processes.
This functionality enables you to design workflows where the movement of a Deal from one Stage to the next triggers unique sets of Automations. For example, when a Deal exits an initial Stage, a series of Automations can be triggered to help you close out that Stage. Simultaneously, when the Deal enters the next Stage, a separate set of Automations can be initiated, setting up new tasks or notifications. These Automations run regardless of whether the Stage movement is manual or automated, giving you unmatched versatility.
The possibilities with Deal Stage Automations are immense, empowering businesses to streamline operations, eliminate manual follow-ups, and ensure consistency in their workflows.
👍 Enter & Exit Automations: Trigger unique sets of Automations when a Deal enters or exits a Stage within a Pipeline.
👍 Adaptable Workflow Control: Design highly responsive workflows based on Stage transitions, ensuring smooth progression through your sales or onboarding processes.
👍 Enhanced Efficiency: Automate repetitive tasks and create scalable, streamlined processes for managing Deals across all Pipelines.
TL;DR: SuiteDash’s new Deal Stage Automations enable you to trigger actions when a Deal enters or exits a Stage, providing immense flexibility in managing workflows. This feature streamlines operations, enhances efficiency, and allows for highly adaptive sales and onboarding processes.
Available NOW to ALL Thrive & Pinnacle SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/600-crm-deal-pipelines

Onboarding / FLOWs Read & eSign > Documents

SuiteDash’s FLOWs are among the most powerful and flexible Toolkits within the platform, offering a variety of options to streamline the onboarding into a workflow. One of these options is the Read & eSign Step, which has traditionally been used for quick agreements to terms or internal policies.
Based on feedback from the SuiteDash Community, this step has now been enhanced to function more like an official Document signing process. With this update, responses and signatures collected through the Read & eSign Step are now saved as completed Documents in the Documents List under the Office Menu. These finalized documents are also stored in the CRM Dashboard for the CRM Target who completed the signature, further simplifying workflows and improving Document management.
The saved Document includes a full audit trail, ensuring compliance and transparency. Audit details such as date stamps, timestamps, and IP addresses are captured and stored within the document, providing a comprehensive record for your records or future reference.
This enhancement transforms the Read & eSign Step into a fully integrated part of your document management system, ensuring a seamless and professional experience for both your team and your Clients.
👍 Document Integration: Responses and signatures from the Read & eSign Step are automatically saved as finalized documents in the Documents List and the CRM Dashboard.
👍 Audit Trail Compliance: Each finalized document includes essential details like date stamps, timestamps, and IP addresses for full transparency and record-keeping.
👍 Streamlined Workflows: Simplify processes by seamlessly integrating the Read & eSign Step into your document management system, enhancing efficiency.
TL;DR: SuiteDash’s Read & eSign Step in FLOWs has been upgraded to save completed responses and signatures as finalized documents. These documents are stored in the Documents List and the CRM Dashboard, complete with a detailed audit trail. This enhancement simplifies workflows and improves compliance, creating a more professional and streamlined process.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/441-flow-steps-breakdown

Portal / WYSIWYG Text Editor Update

SuiteDash has released a new and improved WYSIWYG Text Editor, providing enhanced capabilities for entering and editing content across the platform. This updated editor empowers you with advanced features, including drag-and-drop functionality, seamless image insertion, the ability to create responsive content, and a wide array of useful formatting options.
These updates are designed to make it easier than ever to craft professional, visually appealing content without requiring advanced technical skills. Whether you’re creating custom Pages, designing Dashboards, or crafting other content, the enhanced WYSIWYG Text Editor provides the tools you need to achieve beautiful and effective layouts.
SuiteDash remains committed to listening to feedback from its Community and will continue to build on the functionality of both the WYSIWYG Editor and the Block Builder—the drag-and-drop tool that enables effortless creation and customization of content Pages and Dashboards.
This improvement is particularly helpful for users with little experience in HTML or web publishing, as it simplifies the process of producing attractive, responsive content while maintaining a professional aesthetic.
👍 Enhanced Formatting Options: Gain access to a robust set of tools for code-free design, image insertion, and responsive content creation.
👍 Ease of Use: Ideal for users with limited HTML or web publishing experience, allowing for the creation of professional-grade layouts with ease.
👍Community-Inspired Improvements: Built based on Community feedback, with plans for ongoing updates to expand functionality and refine the user experience.
TL;DR: SuiteDash’s new WYSIWYG Text Editor offers advanced formatting tools, no-code capabilities, and responsive content creation, simplifying the process of crafting professional layouts. Designed with user feedback in mind, these upgrades make it easy for anyone to create beautiful and effective content.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/455-block-editor-block-types

Office / On-Demand Estimate Generators

SuiteDash introduces On-Demand Estimate Generators, bringing the same powerful functionality of On-Demand Invoice Generators to the world of Estimates. For years, users have leveraged On-Demand Invoice Generators to create pre-defined, bespoke Invoices that can be instantly customized and generated for specific Targets. Now, this capability extends to Estimates, allowing you to pre-configure and generate tailored Estimates on demand to fit your unique workflows.
With On-Demand Estimate Generators, you can create either Static Estimates—with fixed items and values—or Dynamic Choice Estimates that empower end-users to interact with the Estimate. For Dynamic Choice Estimates, users can select or deselect items based on their needs, and the Estimate total will adapt in real-time to reflect their choices. You can also allow users to define quantities for specific items, providing further flexibility in customization.
Additionally, all associated settings can be configured within the On-Demand Estimate Generator, such as determining what happens when an Estimate is approved. You can specify payment terms and options, as well as whether the Estimate should automatically convert into an Invoice, streamlining the process from Estimate creation to payment.
👍 Pre-Configured Estimate Generation: Create Static or Dynamic Choice Estimates that can be generated on demand to fit your workflows.
👍 Real-Time Interactivity: Enable end-users to select items, adjust quantities, and see totals update dynamically.
👍 Streamlined Workflow Settings: Configure approvals, payment terms, and automatic Invoice conversion to ensure seamless transitions from Estimate to payment.
TL;DR: SuiteDash’s new On-Demand Estimate Generators allow you to “pre-create” Estimates and generate them instantly for specific Targets. With options for Static or Dynamic Choice Estimates, real-time customization, and streamlined workflow settings, this feature simplifies the Estimate creation process and enhances flexibility.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/601-office-on-demand-estimate-generators

Projects / Project Identification Logic in Project Custom Fields & Forms

SuiteDash seamlessly integrates Project Management into your workflows, allowing you to onboard CRM Targets, collect information, and generate, update, and complete Projects as part of the same process. Often, your Clients may have multiple active Projects simultaneously, creating a need for precise mechanisms to identify which Project should be updated or modified within an Automation or Form Submission.
To address this, SuiteDash utilizes Project Identification Logic, enabling workflows to automatically and accurately target the correct Project without human intervention. This logic includes options such as identifying the Most Recent Project or selecting Project Titles that start with specific characters. By leveraging this logic, workflows can seamlessly target the desired Project for updates or data modifications.
This latest update enhances the functionality of Project Identification Logic by enabling it to pre-fill Project Data in Update Forms presented to the Client. When a Project Custom Field is set to target a specific Project, the platform uses this logic to identify the appropriate Project and pre-fill existing data. This allows the end-user to review previously collected information and complete any missing data fields in the form.
This update not only streamlines workflows but also ensures a more efficient and user-friendly experience for both your team and your Clients. It is a direct response to feedback from the SuiteDash Community and demonstrates our commitment to delivering features that meet your needs.
👍 Project Identification Logic: Accurately target the correct Project in workflows using parameters like Most Recent Project or custom Project Titles.
👍 Pre-Filled Update Forms: Automatically pre-fill existing Project Data in Update Forms, saving time and reducing manual input.
👍 Community-Driven Enhancement: A feature developed in response to SuiteDash Community feedback, reflecting our dedication to delivering practical, requested solutions.
TL;DR: SuiteDash now enables Project Identification Logic to pre-fill data in Update Forms, streamlining workflows and enhancing the user experience. This update allows forms to pull the correct data from identified Projects, making it easy for Clients to review and complete missing information.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/286-update-forms

Portal / System Templates for Dashboard, Portal Pages & Landing Pages

SuiteDash introduces System Templates, a new layer of templates designed to streamline the onboarding process and simplify setup for our customers. While the existing Template Library continues to provide options for Community-shared templates—both public and private—System Templates add a quick-start option directly within the platform’s UI.
These System Templates are entirely White Label safe, with no SuiteDash branding or identifiers, ensuring they can be used in any context where protecting your brand is essential. This makes them especially useful for Resellers or businesses requiring a fully branded experience. Users can implement these templates seamlessly, helping them hit the ground running without needing to build pages or layouts from scratch.
The initial rollout of System Templates includes options for Dashboards, Portal Pages, and Landing Pages. SuiteDash plans to expand this feature into other areas of the platform, continually adding variety and flexibility to meet a wide range of user needs.
👍 White-Labeled & Brand-Free: System Templates are fully generic with no SuiteDash branding, making them ideal for Resellers and white label use cases.
👍 Quick-Start Capability: Easily onboard and set up Dashboards, Portal Pages, and Landing Pages using pre-configured templates available directly in the UI.
👍 Expanding Options: SuiteDash will continue to extend System Templates into additional areas of the platform, ensuring a growing variety for users.
TL;DR: SuiteDash’s new System Templates offer pre-configured, white-labeled templates for Dashboards, Portal Pages, and Landing Pages. These templates simplify onboarding, are brand-free for white label use, and provide a quick-start option for users looking to get up and running quickly. Additional template options will be rolled out across other platform areas in the future.
Available NOW to ALL SuiteDash accounts for no additional charge!

Integrations / Filter by creation date for all APIs

SuiteDash introduces an enhancement to its API functionality with the ability to filter data by Creation Date. This feature addresses the need to retrieve only new data without repeatedly pulling the entire data set, making your API calls more efficient and streamlined.
With this update, you can now include a Creation Date Filter in your API calls, allowing you to retrieve only the data created after a specific date. This is particularly useful when integrating SuiteDash with middleware or third-party solutions, as it ensures that you only pull new or updated data since your last query.
By storing the last update date in your middleware or external system, you can craft API calls that only fetch the latest data, significantly reducing the amount of data transferred and improving performance. This enhancement provides greater control and efficiency in managing integrations with SuiteDash’s platform.
👍 Creation Date Filtering: Retrieve only new data created after a specific date, reducing redundant data transfers.
👍 Streamlined API Calls: Optimize your API calls by focusing solely on newly created data, improving performance and efficiency.
👍 Seamless Integration: Easily integrate with middleware or third-party systems by tracking and querying based on your last update
TL;DR: SuiteDash’s Creation Date Filter enhances API efficiency by allowing you to retrieve only newly created data since your last query. This feature simplifies integrations, reduces redundant transfers, and streamlines your workflows.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/550-secure-api

White Label / Custom CSS Variables for Platform Branding Colors

SuiteDash continues to lead in White Label customization with the introduction of Custom CSS Variables for Platform Branding Colors. This update enhances your ability to fully customize the platform to reflect your business brand, style, and uniqueness. By tying CSS variables directly to the colors configured in your Platform Branding Settings, you can dynamically apply these color values across custom CSS.
These CSS Variables allow you to create custom styles that adapt automatically to the color scheme defined in Platform Branding. For instance, if you’re designing custom Dashboards, you can use these variables to ensure that specific elements within the Dashboard match your branding colors. Should you update the colors in Platform Branding, any element styled using the custom CSS variables will instantly update to match the new configuration.
This feature is especially beneficial in Reseller Scenarios, where users may require unique color schemes. By leveraging the CSS variables extensively in your custom designs, you can create Dashboards that adapt dynamically to each user’s branding preferences without requiring manual adjustments—offering a seamless and personalized experience.
👍 Dynamic CSS Styling: AUse CSS variables tied to Platform Branding Colors to ensure your custom CSS dynamically updates with branding changes.
👍 Adaptive Custom Dashboards: Easily create custom Dashboards that automatically match the branding colors set in the Platform Branding Settings.
👍 Reseller-Friendly Customization: Enable effortless adaptation of custom designs to match unique user branding, providing a consistent and professional white-label experience.
TL;DR: This feature empowers you to build adaptable, brand-aligned designs that automatically sync with Platform Branding. From custom Dashboards to unique workflows, these CSS variables simplify white-label customization while enhancing flexibility and professionalism.
Available NOW to ALL SuiteDash accounts for no additional charge!

October 11, 2024 Live

Billing / Dynamic Estimates

SuiteDash has enhanced its Estimate functionality with the introduction of Dynamic Estimates. Previously, you could create detailed Estimates with individual line Items, prices, and quantities, allowing Prospects or Clients to approve the Estimate and, if configured, instantly convert it into an Invoice for online payment. Automations were available at every stage of the workflow, thus allowing you to trigger actions across the platform based on Estimate approval or Invoice payment.
Now, Dynamic Estimates take this a step further. With Dynamic Estimates, you can present a range of offerings to your Prospects or Clients, allowing them to make individual selections. By simply clicking a checkbox next to an Item, they can accept it as part of the Estimate, and the Dynamic Estimate will automatically calculate the total based on the selected Items.
You can also specify required Items that must be included in the Estimate. When creating the Dynamic Estimate, you can lock these Items, ensuring that the Client or Prospect cannot deselect them. Additionally, for Items where quantity matters, you can either allow the Client to set the quantity or lock the quantity yourself during the creation process.
As Clients interact with the Dynamic Estimate, they make their selections, and the total is auto-calculated in real-time. Once they confirm their choices, the Estimate is approved, and the final cost is locked. If configured, the Estimate will then automatically convert into an Invoice, enabling the Client to make a payment in the next step. All associated Automations will also be triggered upon Estimate approval.
👍 Interactive Estimates: Allow Clients to select Items from a dynamic list, with real-time auto-calculation of the total based on their choices.
👍 Lock Required Items & Quantities: Ensure certain Items or quantities are locked in, giving you full control over what must be included in the Estimate.
👍 Seamless Transition to Invoice: Once the Estimate is confirmed, it can automatically convert into an Invoice for immediate payment, streamlining the billing process.
TL;DR: Dynamic Estimates allow you to create interactive Estimates where Clients can select Items, adjust quantities (if allowed), and see the auto-calculated total in real-time. Required Items and quantities can be locked, ensuring flexibility while maintaining control. Once approved, the Estimate can instantly convert into an Invoice, with Automations firing at every step.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/391-office-managing-estimates

Dashboards / Staff Filter Block

Elevate your Staff management experience with the introduction of the Staff Filter Block. This powerful feature allows you to create customized Staff Dashboards that display real-time information about your Staff members, segmented by Role,Team, last login date, and more. Whether you’re an admin seeking to optimize workflows or simply looking to have real-time visibility of your Staff, the Staff Filter Block provides a dynamic solution tailored to your specific needs.
With the Staff Filter Block, you can easily view which Staff members are currently in which position or Team, offering instant insights into your Organization’s structure. This ensures that you are always up-to-date on the status of your Staff.
Tailor your Dashboards to display exactly what you need. Segment your Staff by various criteria such as Role, Team, or last login date to create a Dashboard that gives you the precise information required for effective management.
Options exist to help you control privacy and access based on permissions and visibility that you configure. This means you can decide who sees what, ensuring that sensitive information remains secure while still providing the necessary visibility to those who need it.
For those who want to extend visibility beyond internal Teams, it’s even possible to display this Staff Filter Block to your CRM Targets. Of course this is optional, but this feature can be particularly useful for businesses or Organizations that wish to expose certain Staff information to Clients or other stakeholders in a controlled manner.
👍 Enhanced Team Management: Real-time visibility into Staff Roles, Teams, and activities enhances your ability to manage and optimize your workforce.
👍 Customizable Privacy: Control access and visibility with customizable permissions, ensuring the right people see the right information.
👍 Integrated Workflows: Seamlessly integrate Staff data into your CRM and other processes for a streamlined business operation.
TL;DR: The Staff Filter Block empowers you to create dynamic, real-time Dashboards that enhance team management, offering customizable privacy and visibility options.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/455-block-editor-block-types

Billing / Manage Subscription Automation

Take control of your subscription services with the newest Automation option which we call Manage Subscription. This powerful feature allows you to onboard Clients seamlessly into Subscription Plans tied to various services, products, content, LMS courses, or Appointments, all within your SuiteDash account.
Create flexible and customizable Subscription Plans that cater to the needs of your Clients. Whether you’re offering tiered access to content, exclusive services, or specific products, this feature gives you the freedom to create subscription levels that align perfectly with your business model.
Upgrade and downgrade subscriptions easily! With Manage Subscription Automation, Clients can switch between Subscription Plans, giving them the ability to access new services or reduce their current level of access in just a few clicks. This ensures that Clients always have the right Plan for their evolving needs.
Effortless payment management is built in. SuiteDash automatically links any new Subscription to the most recent successful Payment Method used by the Client. The platform handles all changes behind the scenes, ensuring a smooth transition without any need for manual intervention from you or the Client.
👍 Upgrade or Downgrade with Ease: Clients can instantly change their Subscription level with just a click, ensuring their access always matches their needs.
👍 Custom Subscription Plans: Build tailored Subscription offerings that fit your business model, giving you control over exactly what each Plan includes.
👍 Automatic Payment Handling: SuiteDash automatically assigns the Client’s most recent Payment Method, ensuring smooth transitions between Subscription Plans without manual input.
TL;DR: Manage Subscription Automation empowers you to offer flexible, customizable Subscription Plans that your Clients can easily upgrade or downgrade. The platform manages everything from access control to payment handling behind the scenes, freeing you to focus on what matters most—growing your business. Effortlessly streamline your Subscription management and enhance your Clients’ experience.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/433-Automations-breakdown

Onboarding / Multiple On-Demand FLOWs

SuiteDash has taken its powerful FLOWs feature to the next level by enabling you to assign Multiple On-Demand FLOWs to a single Prospect or Client. This allows you to onboard new Prospects or Clients into a service, product, or sales funnel using a multi-step process that is fully customizable to your specific business needs.
Previously, you could assign only one On-Demand FLOW at a time to each Prospect or Client, limiting flexibility. Now, with the ability to assign multiple FLOWs, your Clients and Prospects can start, return to, and complete several different FLOWs at their convenience. This enhancement significantly boosts the versatility of the onboarding process and ensures a seamless experience for both you and your Clients.
Clients and Prospects can access individual FLOWs through the unique links sent via email or directly from the platform interface. SuiteDash allows you to enable the Urgent Notification Bar, a banner that remains visible at the top of the Portal interface until all FLOWs are completed, keeping the onboarding tasks top-of-mind for your Clients or Prospects. Once the assigned FLOWs are completed, the UNB automatically disappears.
👍 Assign Multiple FLOWs: Now you can assign more than one FLOW to a single Prospect or Client, enhancing the onboarding process and offering greater flexibility.
👍 Urgent Notification Bar: Keep your Clients and Prospects focused with a persistent banner that ensures FLOWs are visible until completed.
👍 Customizable Access: FLOWs can be accessed either through direct email links or the Portal interface, providing flexibility for how your Clients engage with the process.
TL;DR: With Multiple On-Demand FLOWs, SuiteDash enables you to assign multiple onboarding tasks or processes to a single Prospect or Client. This feature allows them to access, complete, and return to their FLOWs at their own pace, enhancing the overall experience. The Urgent Notification Bar ensures they stay on top of their onboarding tasks, streamlining the process for both you and your Clients.
Available NOW to ALL Pinnacle accounts for no additional charge!

Documentation: https://help.suitedash.com/article/384-automations-flows

CRM / CRM Target Custom Fields

Introducing CRM Target Custom Fields—a flexible and powerful new feature designed to enhance the way you handle data within the SuiteDash CRM. With these new fields, you can store essential information that can be used with either CRM Companies and CRM Contacts, offering you an agnostic data collection method.
Previously, designing workflows for CRM Companies or CRM Contacts could be challenging because in some cases, you had to decide which type of Custom Field to use. Now, with CRM Target Custom Fields, this decision is simplified. You can store data that applies directly to either a CRM Company or a CRM Contact, making it easier to streamline your workflows and ensure the data is easily collected and stored, regardless of the specific Target.
Whether you’re creating onboarding workflows, using Calculating Custom Fields, or setting flags to track progress, CRM Target Custom Fields provide a solution that doesn’t require you to differentiate between a Company or a Contact. This makes them perfect for scenarios where it’s inconsequential whether the data is tied to a Company or a Contact, but crucial that the data is captured and stored.
This feature also prepares you for future use cases where simplified data collection and workflow design are necessary. The flexibility offered by CRM Target Custom Fields will allow you to create more efficient workflows and store data more intuitively across your CRM.
It’s important to note that using Target Custom Fields is completely OPTIONAL. If your current workflows are using CRM Company and/or CRM Contact Custom Fields and are functioning as you need them to, then don’t worry, you don’t need to change anything. Target CFs are merely another tool that you may find useful when organizing your workflows and onboarding paths.
👍 Agnostic Data Storage: Store and the reference data that is tied to the Target, whether that be a CRM Company or CRM Contact, thus simplifying your workflow creation and data management.
👍 Use in Various Scenarios: Perfect for use cases like Calculating Custom Fields or flags for tracking process completion, where the Target type doesn’t matter.
👍 Future-Proof Your CRM: This feature simplifies data collection and workflow designs, ensuring you’re prepared for future needs.
TL;DR: CRM Target Custom Fields give you a flexible, agnostic option for storing data in SuiteDash’s CRM, applicable to both Companies and Contacts. This makes it easier to design efficient workflows and capture important data, simplifying your processes now and in the future.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/248-custom-fields

Portal / Urgent Notification Bar added to Documents, Proposals & File Requests

The Urgent Notification Bar (UNB) is an essential tool for ensuring that important actions are completed by your Targets. This prominent banner, which appears at the top of the platform UI, serves as a constant reminder to the Target that something crucial requires their attention. By keeping these reminders visible at all times, the UNB guarantees that your Targets won’t miss or overlook key assignments.
Previously, the Urgent Notification Bar was only available for FLOWs, but it has now been expanded to cover Documents, Proposals, and File Requests. This extension means you can use the UNB to remind Targets to sign Documents, respond to Proposals, or upload requested files. This functionality increases the visibility of critical calls to action1 and helps streamline your workflows by prompting faster responses from your Clients or Prospects.
You have complete control over when the Urgent Notification Bar is used. In any scenario where it is available, you can toggle the setting to decide whether the UNB will be shown. This gives you the flexibility to choose which actions require immediate attention and when the reminder should be visible at all times.
👍 Expanded Use Cases: The Urgent Notification Bar is now available for Documents, Proposals, and File Requests, increasing its versatility in prompting important actions.
👍 Toggle Control: Choose when the Urgent Notification Bar is shown, giving you control over which requested actions require constant reminders.
👍 One-Click Access: The UNB allows Targets to quickly navigate to and complete the requested actions, ensuring faster completion.
TL;DR: The Urgent Notification Bar has been expanded to include Documents, Proposals, and File Requests, ensuring critical calls to action receive high visibility. With toggle controls and one-click access, this feature ensures important actions are completed without delay, streamlining your processes and enhancing communication with your Clients and Prospects.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/596-urgent-notification-bar

Billing / Automation Opportunities added to all Invoice Generators

SuiteDash takes Automation to the next level with the introduction of Invoice Generator Automations. Automations have always been a powerful feature within SuiteDash, allowing you to trigger specific actions when an Estimate is approved or an Invoice is paid. However, until now, these Automations were not available directly at the Invoice Generator level.
With this enhancement, you can now configure Automations within all types of Invoice Generators—including On-Demand Invoice Generators, Recurring Invoice Generators, and Accumulating Invoice Generators. This means that any Invoice created from these Generators will come with pre-configured Automations, ensuring that your workflows are executed flawlessly as soon as the Invoice is generated.
This new capability provides even greater flexibility and control over your automated processes. By pre-configuring Automations within the Invoice generation process, you can ensure that your Prospects and Clients are automatically advanced through pre-designed workflows. This seamless transition from one step to the next is based entirely on the completion of prior tasks, eliminating manual intervention and saving you time.
These Invoice Generator Automations allow you to deliver a smooth, adaptive experience for both you and your Clients, ensuring that every step of the billing process is automated and tailored to your specific needs.
👍 Automate at the Generator Level: Configure Automations directly within On-Demand, Recurring, and Accumulating Invoice Generators for streamlined workflows.
👍 Pre-Configured Workflows: Ensure that Automations are replicated and applied to every Invoice generated, advancing Clients and Prospects through automated processes.
👍 Seamless Transitions: Automations trigger automatically, moving Clients through adaptive workflows based on task completion, saving you time and reducing manual tasks.
TL;DR: Invoice Generator Automations allow you to pre-configure automated workflows within SuiteDash’s Invoice Generators, ensuring that any Invoice created from On-Demand, Recurring, or Accumulating Generators triggers seamless transitions through your workflows. This powerful feature saves time and enhances efficiency by automating the movement of Clients and Prospects through pre-designed processes.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/361-office-invoice-generators

Billing / Automatic Markup on Expense Items

SuiteDash has recently enhanced its Billing Toolkit by rolling out the ability to create and track Expenses. These Expenses can be categorized as One-Time or Recurring, and you can assign them to specific Clients and/or Projects. Additionally, you can define each Expense as either Billable or Non-Billable. When an Expense is marked as Billable, it can be seamlessly added to an Invoice, making it easy to pass those costs onto your Client.
Now, SuiteDash has added the ability to automatically apply a Markup to these Billable Expenses. As you create an Expense, you will enter the actual cost, and then define the Markup—either as a percentage or a fixed amount. Once the Expense is added to an Invoice, SuiteDash will automatically calculate the total, including the Markup, and present the total billed amount to your Client.
Importantly, your Client will only see the final total on the Invoice, which includes the Expense and the Markup combined. The actual Expense amount is kept invisible, allowing you to manage costs like printing, marketing, digital advertising, and more, while adding your Markup without the Client seeing the breakdown.
This feature is particularly valuable when you are covering upfront costs on behalf of your Clients and need to pass those along with a Markup as part of your invoicing process.
👍 Automatic Markup: Easily apply a Markup to Billable Expenses and automatically include it in the Invoice total, either as a percentage or fixed amount.
👍 Invisible to Clients: The Markup is combined with the Expense total, ensuring that Clients only see one single amount on the Invoice, without visibility into the original Expense.
👍 Streamline Expense Management: This feature is perfect for managing and marking up costs such as printing, marketing, or digital advertising, providing a seamless invoicing process.
TL;DR: SuiteDash’s new Automatic Markup feature allows you to automatically add a Markup to Billable Expenses when invoicing Clients. The Markup is invisible to the Client, as they only see the final total amount. This is ideal for passing along and marking up various Expenses like marketing or print costs.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/594-office-expenses

Projects / Salesperson & Coordinator added as Dynamic Identities

SuiteDash’s Projects Tool Kit is made even more powerful with the combination of Project Generators and Task Templates. These tools allow you to pre-configure all aspects of a Project, including Task creation and the ability to pre-define who those Tasks will be assigned to. One of the key features that make this possible is the use of Dynamic Identities in Task Templates.
Dynamic Identities enable you to pre-configure Task assignments without knowing the actual assignee’s identity at the time of setup. This flexibility allows the assignment to be dynamically filled with the appropriate Identity at the moment the Project is created. By leveraging Automations, you can repeatedly use these mechanisms for every Target that moves through your workflow.
Previously, Dynamic Identities were limited to the Project Leader and the Primary Client. Now, SuiteDash has expanded this functionality to include the Target’s Coordinator and the Target’s Salesperson. This enhancement means that when you use Project Generators and Task Templates in Automations, not only will the Target (Primary Client) be eligible to be assigned to specific Tasks, but Tasks assigned to the Target’s Salesperson and Coordinator will also be dynamically assigned to the correct Staff members, further automating and streamlining your Projects.
This expansion increases the power and flexibility of the Projects Tool Kit, allowing you to pre-design and automate more complex workflows with ease, ensuring that the right people are always assigned to the right Tasks at the right time.
👍 Expanded Dynamic Identities: Dynamic Identities now include the Target’s Coordinator and Salesperson, adding even more flexibility to your automated workflows.
👍 Automate Task Assignments: Project Generators and Task Templates automatically assign Tasks to the appropriate Staff member based on the Target at the time the Automation is triggered.
👍 Seamless Workflow Automation: These enhanced features ensure that Projects and Tasks are dynamically assigned and managed without the need for manual intervention.
TL;DR: The Dynamic Identities feature in the Projects Tool Kit now includes the Target’s Coordinator and Salesperson, expanding your ability to automate Task assignments in Project workflows. This update further enhances the flexibility of Project Generators and Task Templates, allowing you to pre-configure workflows that dynamically assign the right Staff members to the right Tasks based dynamically on which Target is moving through the workflow.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/250-projects-project-generators, Documentation: https://help.suitedash.com/article/68-task-templates

Automation / Automation to send email to Salesperson and/or Coordinator

SuiteDash has always offered a powerful range of contact options within Automations, including sending email notifications to Internals & Externals, as well as SMS messages.
Now, SuiteDash has expanded the Automation capabilities to include the dynamic ability to send email notifications directly to the Salesperson and/or Coordinator associated with a Target. This new functionality ensures that important communications are sent to the right individuals, even though their identities are unknown at the time the Automation is set up.
At the moment of configuration, the identity of the Target is still unknown, and consequently, so are the identities of the associated Salesperson and Coordinator. However, by using these Dynamic Identities, SuiteDash allows you to pre-design workflows that automatically assign the correct Staff members when the Automation is triggered. As each Target moves through the workflow, the platform dynamically inserts the Target’s actual identity and extrapolates from that the correct associations so that the appropriate Salesperson or Coordinator can be sent a custom notification.
This enhancement allows for even more comprehensive, pre-configured workflows that are scalable and reliable, ensuring that the right people are always notified at the right time.
👍 Dynamic Email Notifications: Automations now have the ability to dynamically send email notifications to the Salesperson and Coordinator of a Target.
👍 Pre-Configured Workflows: Use placeholder “Identities” for Salesperson and Coordinator and the correct Staff members are dynamically assigned when the Automation is triggered, ensuring accuracy and consistency.
👍 Replicable Automation Opportunities: These features allow you to pre-design workflows that can be replicated with confidence across all Targets, ensuring efficient communication at every step.
TL;DR: SuiteDash’s Automation Suite now includes the ability to dynamically send email notifications to the Salesperson and Coordinator of a Target. This feature enhances your ability to pre-configure workflows that accurately assign the right individuals when Automations are triggered, ensuring smooth, efficient communication throughout your process.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/383-automations-nocodeautomation

CRM / Phone Fields updated with SMS-Friendly Formatting

SuiteDash has now enhanced the way phone fields are handled within the CRM and Forms to ensure they meet E.164 SMS-friendly formatting standards. Previously, phone fields allowed for freeform entry, which could lead to inconsistencies in data entry. With this update, all phone numbers are now compliant with the E.164 standard, ensuring they are properly formatted for SMS communication.
The E.164 format is essential for sending SMS messages, as it ensures that phone numbers are universally understood and functional across different regions. This format includes a plus sign (+) to prefix the country code, followed by the area code and the subscriber number. For example, a US phone number will now appear as +1 followed by a 10-digit number.
In addition to enforcing this standard for all new phone numbers, SuiteDash has also taken steps to sanitize existing phone numbers to conform with E.164. This means we made every effort to help your current data work seamlessly with SMS functionalities without the need for manual corrections.
For cases where the phone data was incomplete (no country code, or no area code), we have provided a Phone Formatting Tool to convert current phone numbers into the correct E.164 format. Additionally, there is a tool that allows you to copy existing phone field data into the new SMS Enabled Phone field, streamlining the process of normalizing your CRM data. These can be found in CRM > Settings.
Furthermore, SuiteDash has introduced a new “SMS Enabled Phone” field in the default CRM data set. This field can be prioritized in your Forms and data collection, especially if you intend to utilize SMS features in your communications. This ensures that any phone numbers you collect moving forward are correctly formatted and ready for SMS.
👍 E.164 Standard Compliance: All phone numbers are now formatted to the E.164 standard for SMS compatibility, ensuring consistency across all communications.
👍 SMS Enabled Phone Field: A new phone field is available in the CRM to prioritize SMS functionality for both new and existing CRM entries.
👍 Data Conversion Tools: Easily adapt and convert your existing phone numbers to the E.164 standard and copy data into the SMS Enabled Phone field.
TL;DR: SuiteDash has updated all phone fields to comply with the E.164 standard, ensuring SMS compatibility across all CRM data. A new SMS Enabled Phone field has been introduced, and tools are provided to convert and update existing data, making it easy to normalize and streamline your phone number data for current and future SMS functionalities.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/298-crm-default-fields

CRM / Default Country Code setting for SMS Optimized Phone Formatting

In alignment with the recent SMS-Optimized Phone Formatting update, SuiteDash introduces a powerful new option: the ability to set a Default Country Code at the Organization level. This option, found in Organization Settings, allows you to specify a default country code that will automatically be applied to phone fields across the platform.
This is especially helpful if a significant portion of your potential Clients are located in the same country. By setting a default country code, you save your Clients and Prospects time and effort during the onboarding process, as they won’t need to manually enter their country code when providing phone numbers.
The same efficiency applies when you manually add CRM Targets. Having a pre-set default country code saves you time by automatically formatting phone numbers according to your primary target market’s country code, reducing the chances of errors or incomplete data.
This feature enhances the flexibility and ease of using phone fields across SuiteDash, ensuring that both internal users and external Clients benefit from a more streamlined experience.
👍 Default Country Code Setting: Automatically apply a default country code to all phone fields across the platform, streamlining phone number entries.
👍 Simplified Onboarding: Clients save time during onboarding by not having to manually enter their country code, especially helpful when most Clients are from the same country.
👍 Time-Saving for Manual Entries: Internal users benefit by having the default country code applied automatically when adding CRM Targets manually, reducing errors and data entry friction.
TL;DR: SuiteDash now allows you to set a Default Country Code at the Organization level, which is automatically applied to all phone fields across the platform. This feature simplifies phone number entry for both your Clients and your team, streamlining onboarding and manual CRM Target creation.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/420-organization-profile-settings

Forms / Styling Options migrated into Checkout Forms

SuiteDash continues to expand its customization capabilities with the introduction of new Styling Options for Checkout Forms. These Forms are a versatile tool, allowing you to present a variety of offerings to your potential Clients in a flexible and configurable way. With conditional logic and associations, Checkout Forms can be tailored to suit different customer needs, helping them make informed choices about your services or products.
Typically displayed on Landing Pages, Dashboards, or Portal Pages, the layout of Checkout Forms has historically been predetermined by the platform. Now, SuiteDash has taken this further by adding styling controls that give you the ability to customize the look and feel of every element within the Checkout Form.
You can now control the colors, borders, backgrounds, and even the shapes of the presentation tiles—ensuring your Checkout Forms align perfectly with your brand. This means you can achieve the exact styling you want without needing to write any custom CSS, making it easier than ever to extend the look of your brand throughout the user experience. This enhancement supports SuiteDash’s EXTREME White Label philosophy, allowing you to create a fully branded and seamless experience for your Staff, Prospects & Clients.
👍 Customizable Styling: Gain full control over the appearance of Checkout Forms with new styling options for borders, backgrounds, check marks, and more, all without the need for custom CSS.
👍 Seamless Brand Integration: Match the look of your Checkout Forms with the rest of your platform to ensure a cohesive and fully branded experience for your Clients.
👍 EXTREME White Label: This update is part of SuiteDash’s commitment to EXTREME White Label, allowing you to completely customize your Clients’ journey with your brand’s aesthetic.
TL;DR: SuiteDash now offers extensive Styling Options for Checkout Forms, giving you the power to customize everything from tile shapes to colors and borders, all without requiring CSS. These enhancements allow you to create fully branded forms that integrate seamlessly with your platform, furthering SuiteDash’s EXTREME White Label commitment.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/595-forms-checkout-form

Portal / Email Logs – Resend Email Link

SuiteDash is designed to be the Operating System of your Organization, handling daily tasks, giving you visibility into your Staff’s activity, and streamlining communication with Prospects and Clients. One of the powerful tools that facilitates this is the Activity Stream, which provides a detailed accounting of all activity within the platform. A key feature of this Toolkit is the Email Logs, which track all outgoing transactional emails so you can see what was sent, the email content, and the recipients.
To further enhance this functionality, SuiteDash has now added a new feature to the Email Log: the ability to Resend Emails directly from the Logs. This feature is incredibly useful in cases where a Client or Prospect claims they did not receive or see an email. Instead of manually composing a new email or searching how to resend the same email, you can now simply navigate to the Activity Stream, find the relevant email in the Email Log, and resend it with just a click.
This enhancement streamlines workflows, saves you time, and ensures important communications are delivered without any additional manual steps. By integrating this feature directly into the Activity Stream, SuiteDash continues to provide tools that increase efficiency and profitability for your business.
👍 Resend Emails with One Click: Easily resend any transactional email directly from the Email Log, ensuring seamless communication with your Clients and Prospects.
👍 Track Email History: The Email Log records all outgoing emails, showing you exactly what was sent, when, and to whom.
👍 Enhance Workflow Efficiency: This feature simplifies handling missed or overlooked emails, improving your workflow and saving you time.
TL;DR: SuiteDash’s Email Log now includes the ability to Resend Emails directly from the Activity Stream, making it easier to resend important communications to Clients or Prospects. This feature streamlines workflows, improves communication efficiency, and adds value by ensuring critical emails are never missed.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/23-activity-stream

Onboarding / Duplicate Checklists

Checklists are one of the most powerful features within SuiteDash, particularly for onboarding new CRM Targets or fast-tracking existing Prospects or Clients as they enter new workflows or start new services with your Organization. By building and designing a Checklist, you gain full control over each Checklist item, including customized descriptions, labels, and Automations. These Automations can be configured to trigger specific actions as each item is marked complete, streamlining the process.
SuiteDash has now introduced the ability to Duplicate Checklists, allowing you to create a flawless copy of any existing Checklist. This duplicate serves as a starting point, enabling you to modify and adjust it to fit different workflows or services as needed. Instead of building each Checklist from scratch, you can now quickly replicate one and make small adjustments to meet the specific requirements of your use case.
This new functionality is particularly useful when you have multiple Checklists that are mostly similar but require slight variations to handle different services or workflows. With this feature, you can efficiently create and manage multiple tailored Checklists without starting over each time.
👍 Easily Duplicate Checklists: Quickly create flawless duplicates of existing Checklists, saving time and effort when building similar workflows.
👍 Modify for Specific Use Cases: Use duplicated Checklists as a base and make small adjustments to fit specific services or onboarding processes.
👍 Streamlined Onboarding: Fire Automations based on each Checklist Item completion and enhance your ability to onboard Clients and Prospects efficiently across multiple workflows.
TL;DR: The new Duplicate Checklists feature allows you to create exact copies of existing Checklists, making it easier to create similar workflows with slight variations. This feature streamlines onboarding processes, enhances workflow efficiency, and allows you to quickly tailor Checklists to specific services or use cases.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/583-checklists

August 30, 2024 Live

Forms / Checkout Form + Immediate Payment

The long-awaited Checkout Form is now live! Elevate your customer experience with SuiteDash’s powerful Checkout Form, designed to simplify the purchasing process while boosting your operational efficiency through smart Automations. Here’s how this game-changing feature can benefit your business:
Simplified Selections: With the Checkout Form, your customers can easily browse and choose from a variety of configured Items, Add-ons, and/or Packages that you offer. As they make their selections, the total amount is dynamically updated, providing instant visual confirmation of their choices. This allows customers to find options that align perfectly with their needs and budget, all within a single, streamlined interface.
Tailored Automations: SuiteDash takes it a step further by allowing you to set up customized Automations based on the specific Items, Add-ons, or Packages selected during checkout. This means that once a customer completes their purchase, a tailored set of Automations is triggered, ensuring a personalized follow-up process that enhances customer satisfaction and operational efficiency. Whether it’s sending a confirmation email, assigning a Project, or assigning to a specific CIrcle, the possibilities are endless with these dynamic Automations.
On-Page Payment Reduces Friction: SuiteDash’s Checkout Form integrates seamless payment options directly on the page, allowing customers to complete their transactions immediately without being redirected elsewhere. This reduces friction and enhances the user experience, making it easier for you to generate more revenue with less friction. By eliminating unnecessary steps, you can close more sales quickly and efficiently.
👍 Boost Revenue with Ease: The Checkout Form simplifies the purchasing process, encourages more customer engagement, and reduces barriers to payment, helping you boost your revenue effortlessly.
👍 Efficient Operations: Tailored Automations ensure a smooth, personalized post-purchase experience, saving you time and enhancing customer satisfaction.
👍 Frictionless Payments: On-page payments streamline the checkout process, reducing friction and maximizing conversion rates.
TL;DR: SuiteDash’s Checkout Form offers a streamlined purchasing experience with dynamic totals, tailored Automations, and on-page payments, enhancing your sales efficiency and customer satisfaction.
Available NOW to ALL SuiteDash accounts for no additional charge!

DOCS: https://help.suitedash.com/article/595-forms-checkout-form

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Dashboards / Reporting Block

Introducing the Reporting Block, a groundbreaking feature designed to provide unparalleled visibility into key statistics and trends for you and your Clients. This feature is the first step in a broader initiative aimed at delivering extensive reporting tools that cater to the specific needs of your business. With the Reporting Block, you can now create customized Dashboards and Portal Pages that display the most relevant data in a clear, actionable format.
Eight Reporting Options: The initial release of the Reporting Block offers you eight powerful options to choose from. Each block can be tailored to display the exact data you need, whether it’s sales figures, # of Clients, or specific counts as it relates to specific Circles or Teams. You can stack multiple Reporting Blocks on a single Dashboard or Portal Page, allowing you to assemble the perfect set of reports for yourself, your Staff, or your Clients.
Goal Setting and Progress Tracking: Each Reporting Block is equipped with options that not only give you a snapshot of current information but also allow you to set goals and track your progress towards achieving them. Progress bars and charts provide visual representations of your data, making it easier to monitor and adjust your strategies as needed.
Interactive and Exportable Data: The data displayed in each Reporting Block is fully interactive. Click on progress bars and charts to open larger versions for a more detailed view. Additionally, you can export these charts and reports as Image files, CSVs, or PDFs, making it simple to integrate them into larger documents or presentations.
👍 Customizable Insights: Build the perfect set of “at a glance” metrics by stacking multiple Reporting Blocks on your Dashboard or Portal Page.
👍 Track Progress: Set goals and monitor your progress with visual indicators that make data easy to understand.
👍 Export and Share: Export your reports in various formats to integrate them into larger documents and/or share with your team.
TL;DR: The Reporting Block empowers you to create customized, interactive reports that provide critical insights into your business performance. With goal-setting, progress tracking, and exportable data, this feature is a must-have for anyone looking to optimize their operations.
Available NOW to ALL SuiteDash accounts for no additional charge

DOCS: TBA

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White Label / Custom Menus + Translation Logic

Enhance your multilingual experience with the newly integrated Custom Menus + Translation Logic feature. This powerful upgrade seamlessly connects the Custom Menus functionality with the Translations Toolkit, allowing for a more cohesive and efficient translation process across the entire platform.
Unified Translation Management: Previously, translating Custom Menu items required separate, manual efforts, as the Custom Menus functionality operated independently from the Translations Toolkit. Now, with this update, default labels in Custom Menus are automatically populated with translation shortcodes. This integration allows you to manage translations directly from the Translations Toolkit, eliminating the need to manually translate each menu item one by one.
Complete Platform Translation: The bridge between Custom Menus and the Translations Toolkit means that when you load a new translation set, the entire platform—including Custom Menus—is translated immediately. This ensures a consistent, fully localized experience for all users, regardless of their language preference.
Streamlined Workflow: By linking Custom Menus with the Translations Toolkit, this feature significantly reduces the time and effort required to implement multilingual support. Your workflow becomes more streamlined, as you can now control the translation of all menu items from a single location, ensuring accuracy and consistency across your platform.
👍 Effortless Localization: The integration of Custom Menus with the Translations Toolkit allows for seamless translation management, enhancing the efficiency of your localization efforts.
👍 Consistent User Experience: Ensure a fully localized experience for all users, with Custom Menus translated alongside the rest of the platform.
👍 Boost Workflow Efficiency: Manage all translations from one place, reducing the need for repetitive manual tasks and saving valuable time.
TL;DR: The Custom Menus + Translation Logic feature streamlines your multilingual efforts by linking Custom Menus with the Translations Toolkit, ensuring a fully localized and consistent user experience across the entire platform.
Available NOW to ALL SuiteDash accounts for no additional charge!

DOCS: https://help.suitedash.com/article/350-translation-beta

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LMS / Hosted Video + % Watched

Enhance your Learning Management System (LMS) and other video content with SuiteDash’s Hosted Video Service Subscription. Designed to seamlessly integrate with your existing SuiteDash tools, this new feature brings native video hosting and participant tracking directly into your platform. With this Service, you can offer a more engaging and controlled learning experience for your Prospects, Clients, and Staff.
Affordable Hosted Video Service: Our Hosted Video Service operates on a “No Profit” pricing model, making it a highly affordable option for businesses of all sizes. You can upload and stream your videos directly within SuiteDash, ensuring smooth integration across LMS Lessons, Dashboards, Landing Pages, Announcements, and more! This feature allows you to centralize your video content, making it accessible and convenient for your users.
Distraction-Free Video Player: The native video player in SuiteDash provides a professional, distraction-free viewing experience. Unlike third-party platforms, our video player is free from disruptive overlays, third-party ads or “next video” suggestions, keeping your audience fully engaged with your content. This ensures that your message is delivered clearly and without interruption.
Enforce Video Completion: And, exclusive to the Hosted Video Service, you can enforce participant engagement by requiring them to watch a set percentage of your videos before they can advance to the next lesson. This feature is natively integrated in LMS Lessons, where ensuring the thorough understanding of critical content is essential. By enforcing video completion, you guarantee that participants absorb the necessary information before moving forward.
👍 Cost-Effective Solution: Benefit from an affordable, no-profit pricing model that makes video hosting accessible for businesses of all sizes.
👍 Professional Experience: Deliver a clean, focused video experience without the distractions of third-party overlays, keeping your audience fully engaged.
👍 Enhanced Learning: Ensure participants fully engage with your LMS content by enforcing video completion, improving the overall effectiveness of your courses.
TL;DR: The Hosted Video Service Subscription offers native video hosting with affordable pricing, a distraction-free player, and enforced video completion to enhance your LMS and ensure participant engagement.
Available to be added to ANY SuiteDash account!

DOCS: https://help.suitedash.com/article/585-service-subscriptions, https://help.suitedash.com/article/455-block-editor-block-types

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Admin / PortalBank

Introducing PortalBank, designed to simplify and enhance the way you manage the costs associated with critical functionalities such as Video Hosting/Streaming, and in the future, things like SMS 2-Way Messaging, Bulk Email Marketing, and selling on the Template Marketplace. With PortalBank, you gain greater convenience, control, and cost-efficiency, all through an easy-to-use, a la carte payment model.
Easy Balance Top-Up: Keep your SuiteDash resources ready at all times with the Balance Top-Up feature. This allows you to quickly add funds to your PortalBank balance, ensuring that you always have the necessary funds to utilize SuiteDash’s powerful functionalities whenever you need them. No more long interruptions or delays—just seamless access to the tools that drive your business.
Cost-Effective Usage: PortalBank supports our “pay only for what you use” model, meaning you are only charged for the specific services you utilize. PortalBank ensures that your costs are aligned with your actual usage. This model empowers you to spend wisely, optimizing your budget and eliminating unnecessary expenses.
👍 Enhanced Convenience: Top up your balance with ease and ensure your SuiteDash functionalities are always ready for use.
👍 Smart Spending: Only pay for what you use, keeping your expenses directly tied to your actual needs.
👍 Streamlined Financial Management: See a comprehensive record of all transactions directly within your PortalBank dashboard.
TL;DR: PortalBank offers a convenient, cost-effective way to manage and pay for critical SuiteDash functionalities, with easy balance top-ups, pay-as-you-use pricing, and streamlined financial transactions—all designed to enhance your experience within the SuiteDash ecosystem.
Available NOW to ALL SuiteDash accounts for no additional charge!

DOCS: https://help.suitedash.com/article/593-portalbank

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Office / Expense Tracking + Management

Take control of your business expenses with the Expense Management feature in SuiteDash. Designed to handle all Expense-related needs, whether they are one-time costs or recurring costs, this feature ensures that your financial tracking is seamless and organized. Assign Expenses to specific Clients or Projects, and if marked as “billable,” easily include them in the correct Invoice for reimbursement.
Assign to Clients or Projects: Link Expenses directly to the appropriate Client or Project. This makes it simple to keep track of where your money is going and ensures accurate billing. If an Expense is billable, you can easily include it in the appropriate Invoice for seamless reimbursement.
Take Photos of Your Receipts: Simplify your documentation process by attaching photos of your receipts or associated paperwork. Whether you’re using your mobile device or computer, you can easily attach these images to a specific Expense, keeping your records organized and reducing the risk of losing important information.
👍 Effortless Expense Management: Streamline your Expense tracking by linking costs to specific Clients or Projects and ensuring accurate, billable Invoices.
👍 Stay on Budget: With Project-Based Expense Tracking, you’ll maintain control over your spending and keep your Projects within financial limits.
👍 Simplify Documentation: Attach photos of receipts directly to Expenses, ensuring that your records are complete and organized without the hassle of paper clutter.
TL;DR: SuiteDash’s Expense Management feature empowers you to manage and track all your business expenses efficiently. With options to link Expenses to Clients or Projects, and the ability to document receipts instantly, you’ll streamline your financial tracking and ensure accurate billing every time.
Available NOW to ALL SuiteDash accounts for no additional charge!

DOCS: https://help.suitedash.com/article/594-office-expenses

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Proposals / Dynamic Proposals Choice Block Improvements

Elevate your Proposal game with the latest enhancements to the Dynamic Proposals feature. Building on the power of Dynamic Proposals, you now have even more flexibility to tailor your Proposals to match your brand and meet the specific needs of your Clients. Our new improvements allow you to not only present a flexible set of options but also customize the entire look and feel of the Proposal presentation, making it an even more powerful tool for closing deals.
This new level of customization extends the capabilities of Dynamic Proposals, reinforcing our commitment to EXTREME white labeling. Now, your digital Proposals can be as unique as your brand, ensuring a professional, cohesive presentation every time.
👍 Drag & Drop Customization: You can now effortlessly drag and drop the order of all Items, Add-Ons, or Packages within the Proposal. This means you control the exact sequence in which options are presented, ensuring that the most compelling choices are front and center for your Clients.
👍 Complete Color Control: Take your branding to the next level with the ability to completely customize the colors of every element within the Choice Block. Adjust the color of the check marks, the background, and even the shape of the tiles that present each Item. This feature provides a unique opportunity to ensure that every Proposal perfectly aligns with your brand identity.
👍 Advanced Customization with CSS: For those who want to push the boundaries of customization, we’ve included support for custom CSS. This allows you to fine-tune every detail of your Proposal, ensuring it looks and functions exactly as you envision.
TL;DR: Proposals Choice Block Improvements offer drag-and-drop reordering, complete color control, and advanced CSS customization, making your Proposals more interactive and aligned with your brand.
Available NOW to ALL Thrive & Pinnacle accounts for no additional charge!

DOCS: https://help.suitedash.com/article/434-proposals

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Dashboards / Forms Block

Elevate your form embedding experience with the introduction of the Forms Block. This feature simplifies the process of adding Forms to your content, making it more intuitive and efficient for all users.
Drag and Drop Simplicity: With the new Forms Block, embedding a Form into your content is now easier than ever. Simply drag the Forms Block into the desired location within your content, and use the selector to choose which Form you want to display. This intuitive process eliminates the need for copying and pasting embed codes or short codes, allowing you to focus on the content itself.
No-Code Flexibility: The Forms Block offers a no-code solution that makes it accessible to all users, regardless of technical skill. You can now insert and manage Forms directly within your content without needing to touch a single line of code. This feature is perfect for streamlining your workflow and ensuring that your Forms are displayed exactly where you want them.
Streamlined Workflows: By simplifying the Form embedding process, the Forms Block helps reduce confusion and enhances the efficiency of your content creation. Whether you’re building a new Project, onboarding a Client, or gathering crucial data through a Form, this feature ensures that your workflow remains smooth and hassle-free.
👍 Effortless Embedding: The drag-and-drop functionality of the Forms Block makes adding Forms to your content a breeze, even for users with no coding experience.
👍 Enhanced User Experience: Simplify your content management with the Forms Block, which allows you to insert and manage Forms quickly and efficiently.
👍 Boost Workflow Efficiency: Streamline your process by eliminating the need for embed codes, making your content creation faster and more straightforward.
TL;DR: The Forms Block offers a simplified, no-code solution for embedding Forms into your content, making it easier than ever to manage and display Forms while streamlining your workflows.
Available NOW to ALL SuiteDash accounts for no additional charge!

DOCS: https://help.suitedash.com/article/455-block-editor-block-types

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Forms / Form Cannons for Staff

Take your data collection and onboarding processes to the next level with Form Cannons for Staff—a powerful new option in SuiteDash designed to streamline internal operations and enhance efficiency. This innovative tool allows you to automatically send Forms to your Staff, ensuring that essential information is collected promptly and accurately.
Automated Form Delivery: Form Cannons revolutionize the way you manage Form distribution by automating the process. Instead of requiring Staff to log into your portal, Form Cannons send Forms directly to their inbox. This eliminates unnecessary steps, making it easier for your Staff to complete necessary documentation and get back to what they do best.
Multiple Forms, One Click: One of the standout features of Form Cannons is the ability to include MULTIPLE Forms in a single dispatch. Whether you need onboarding details, compliance checklists, or any other critical information, Form Cannons ensure everything is sent out and collected efficiently, reducing back-and-forth communication and keeping your Projects on track.
Manual or Automated Triggers: Flexibility is key with Form Cannons. You can choose to fire these cannons manually when needed or set them up as part of your No-Code Automations. This means that Forms can be sent automatically at predefined stages in your workflow, further streamlining your operations and minimizing the chance for errors or delays.
Streamline Internal Workflows: With Form Cannons for Staff, SuiteDash continues to provide tools that make your business processes more efficient. By automating the distribution and collection of critical information, you can focus on what truly matters—growing your business and serving your Clients.
👍 Efficient Data Collection: Automate the sending of Forms to your Staff, ensuring timely and accurate data collection without requiring portal logins.
👍 Simplified Onboarding: Streamline onboarding and other internal processes by sending MULTIPLE Forms in one go, reducing the need for repetitive communication.
👍 Enhanced Workflow Automation: Utilize manual or automated triggers to ensure Forms are sent at the right time, keeping your Projects on track.
TL;DR: Form Cannons for Staff allow you to efficiently send and collect Forms from your Staff, simplifying data collection and onboarding processes, and enhancing your overall business efficiency.
Available only as a part of the PLUS Bundle Power-Up

DOCS: https://help.suitedash.com/article/541-form-cannons

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Automations / Calculating Custom Fields + the ability to use [current_value]

Unlock the full potential of your Custom Fields with our latest enhancement—Calculating Custom Fields with the ability to incorporate the [current_value]. This powerful upgrade allows you to derive dynamic values based on other Custom Fields and even utilize the current value of the Calculating Custom Field within its own formula.
Dynamic Calculations: When setting up a Calculating Custom Field, you can include placeholders that represent the values of other Custom Fields. This means that SuiteDash can automatically process these values to generate a calculated result based on your custom formula. This is ideal for scenarios where you need to track dynamic data that changes over time.
Leverage [current_value]: With the new [current_value] logic, you can now include the current value of a Calculating Custom Field in its own formula. This opens up a world of possibilities, such as tracking sales commissions that accumulate over time or monitoring a declining value like the usage of credits or pre-purchased hours. The [current_value] is perfect for continuously calculating against the most up to date value, ensuring your data stays accurate and up-to-date.
Gamification & More: This feature isn’t just about numbers—it’s about engagement. Use the [current_value] logic to implement gamification elements that encourage users to reach their goals. Whether it’s for tracking points, leveling up, or awarding badges, this tool allows you to create a dynamic and interactive experience for your users.
👍 Enhance Data Tracking: Utilize dynamic calculations with [current_value] to keep your data accurate and reflective of real-time changes.
👍 Automate Complex Processes: Automatically update values like sales commissions, credits, or gamification scores with the power of Calculating Custom Fields.
👍 Maximize Efficiency: Streamline your workflows with real-time data calculations that adapt to your needs.
TL;DR: Calculating Custom Fields with [current_value] brings dynamic, real-time data tracking to SuiteDash, perfect for automating processes and enhancing user engagement.
Available NOW to ALL SuiteDash accounts for no additional charge!

DOCS: https://help.suitedash.com/article/433-automations-breakdown

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Automations / Opportunities for Add Card to Vault & Payment Request Info

Elevate your payment processing and automation workflows with the latest SuiteDash feature: Automation Opportunities for Add Card to Vault & Payment Request Info. This enhancement empowers you to seamlessly integrate payment information submissions into your automated workflows, ensuring that every step in your process is efficient and precise.
Collect & Store Payment Information: SuiteDash’s built-in mechanisms allow you to collect and securely store payment information from your Clients. Whether you send a request for Clients to submit their payment details or manually enter this information on their behalf, SuiteDash makes this process simple and secure.
Automation Opportunities: Now, you can leverage the power of SuiteDash Automations to take your workflow efficiency to the next level. When payment information is submitted by the Client, you can trigger a series of customized Automations that keep your processes moving smoothly. This means that you, your Staff, or any other necessary actions will be automatically alerted and executed, reducing manual effort and potential errors.
Seamless Workflow Progression: The beauty of this feature lies in its ability to keep your automation train rolling. By using the submission of stored payment information as a trigger, you can ensure that your automated workflows move on to the next step without delay. This keeps your operations running smoothly and allows you to focus on what matters most—growing your business.
👍 Effortless Payment Processing: Automate alerts and actions when payment information is submitted, keeping your workflows efficient and error-free.
👍 Streamlined Workflows: Use payment submissions as a trigger to move your automated workflows forward, saving time and reducing manual tasks.
👍 Enhanced Efficiency: Integrate payment processing into your automation suite, ensuring seamless operations and maximizing your team’s productivity.
TL;DR: Automation Opportunities for Add Card to Vault & Payment Request Info empower you to streamline your payment processing and automate essential workflows, making your operations more efficient and effective.
Available NOW to ALL Pinnacle accounts for no additional charge!
The Credit Card Vaulting feature requires the PLUS Bundle Power-Up.

DOCS: https://help.suitedash.com/article/478-credit-card-vaulting, https://help.suitedash.com/article/458-stored-payment-information

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Dashboards / Dashboard Block Filter improvements

Take control of your Tasks and Invoices with the enhanced Dashboard Block Filter improvements. This powerful upgrade makes it easier than ever to stay on top of your most urgent items, directly from your Dashboard.
Enhanced Filter & Sort Tool: SuiteDash has extended the capabilities of the My Tasks Block, All Tasks Block, and My Invoices Block by introducing new, powerful filters. These filters allow you to surface exactly what you need, when you need it, making it easier to manage your Tasks and Invoices with precision.
Due Date Filters: The new set of due date filters is designed to help you focus on what’s most important. You can now filter Tasks and Invoices based on upcoming due dates, such as items due within the next week or 14 days. Additionally, you can filter for items with due dates that occurred within the past seven or 14 days, ensuring that nothing slips through the cracks.
Proximity-Based Filtering: One of the standout features of this upgrade is the ability to filter items with due dates within two weeks on either side of the current date. This gives you a clear view of what needs your immediate attention, helping you prioritize your work and stay ahead of deadlines.
👍 Stay On Top of Deadlines: The enhanced due date filters ensure that you never miss an important Task or Invoice deadline, keeping your workflow efficient and stress-free.
👍 Increased Visibility: With the new filters, you have greater visibility of Tasks and Invoices that are most urgent, helping you manage your workload effectively.
👍 Boost Efficiency: The ability to filter and sort by due dates directly from your Dashboard means you can quickly identify and act on priority items, saving you time and effort.
TL;DR: The Dashboard Block Filter improvements provide enhanced due date filters that make it easier to manage and prioritize Tasks and Invoices, ensuring you stay on top of your most urgent items.
Available NOW to ALL SuiteDash accounts for no additional charge!

DOCS: https://help.suitedash.com/article/455-block-editor-block-types#all-tasks-block

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Office / Create Document as Draft

Exercise more control over your document management with the new Create Document as Draft feature. Previously, when using Document Generators to create Contracts, Data Sheets, or other essential documents, they were instantly generated and sent to the intended Prospect, Client, or Staff member. Now, with the addition of the Draft option, you have the flexibility to review and perfect the document before it’s sent. This feature enhances accuracy and ensures all aspects of your document are correct before it reaches its final destination.
Predefine with Confidence: Document Generators are a powerful way to predefine and automate the creation of documents, contracts, or data sheets. With the new Draft option, you can now review before the final send, allowing you to review the document thoroughly.
Review Before Sending: No more worries about missing details or errors in your documents. The Draft feature gives you the time and space to make sure everything is just right. This is especially useful for complex Contracts or sensitive information where accuracy is crucial.
Send When Ready: Once you’re confident the document is perfect, simply send it out with a click. This added step ensures that your documents are always professional, accurate, and exactly what you want to present to your Prospects, Clients, or Staff members.
👍 Enhanced Control: Gain more control over your document workflow by generating drafts, reviewing them, and sending only when you’re completely satisfied.
👍 Minimize Errors: Reduce the risk of errors in your Contracts, Data Sheets, and other important documents by taking advantage of the Draft option.
👍 Increase Professionalism: Ensure that all your documents reflect the high standards of your business by reviewing them thoroughly before they go out.
TL;DR: The Create Document as Draft feature empowers you to generate documents as drafts first, giving you the opportunity to review and perfect them before sending, thus ensuring accuracy and professionalism in all your communications.
Available NOW to ALL SuiteDash accounts for no additional charge!

DOCS: https://help.suitedash.com/article/49-document-generators

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Support Tickets / Create a Note in CRM when Note is added in Support Ticket

Enhance your workflow efficiency with the new Create a Note in CRM when Note is added in the Support Ticket feature. This powerful cross-Toolkit functionality exemplifies the strength of SuiteDash’s All-in-One platform, allowing seamless data sharing across Toolkits. Now, when you’re managing a Support Ticket and add a Note within that Ticket, you can choose to automatically copy that Note directly to the target’s CRM Profile. This ensures that all relevant information is accessible in the CRM Dashboard, providing your entire team with the insights they need.
Centralized Note Management: When you add a Note to a Support Ticket, SuiteDash now allows you to simultaneously update the CRM Profile of the related Prospect or Client. This means the Note will be visible in their CRM Dashboard, keeping all critical information in one place.
Seamless Data Sharing: This feature is a prime example of the productivity gains achieved through data sharing between different Toolkits. By linking Support Tickets with CRM Notes, you streamline your workflow, ensuring that essential details are communicated across your team without extra steps.
Enhanced Team Collaboration: By copying Support Ticket Notes to the CRM, you empower your team with full visibility into the interactions and details relevant to each Prospect or Client. This is particularly useful when the information in the Support Ticket is crucial for understanding ongoing Projects or Client relationships.
👍 Improved Workflow: Save time and reduce the risk of miscommunication by automatically linking Notes from Support Tickets to the CRM.
👍 Better Team Insight: Ensure that all relevant information is easily accessible to your team, improving collaboration and decision-making.
👍 Streamline Communication: Keep everyone on the same page by centralizing information across SuiteDash’s toolkits.
TL;DR: The Create a Note in CRM when Note is added in Support Ticket feature allows you to automatically copy Notes from Support Tickets to the related CRM Profile, enhancing team collaboration, streamlining workflows, and ensuring that all critical information is centralized.
Available NOW to ALL Pinnacle accounts for no additional charge!

DOCS: https://help.suitedash.com/article/574-support-tickets-overview

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White Label / QR Codes now available in the Sales Funnel Builder

From Fringe to Forefront: QR codes, once touted as the future of mobile interaction, experienced a period of limited adoption. However, with the native integration of QR code readers within smartphone cameras on both Android and iOS platforms, their use has surged. SuiteDash capitalizes on this trend, allowing you to harness the power of QR codes to effortlessly connect with your target audience.
Streamlined Lead Capture: With SuiteDash’s white-labeled QR Codes, you can now generate a unique QR code for each Sales Funnel Builder page in your account. This QR Code, easily downloadable and viewable, can be incorporated into a wide range of marketing materials, including: advertisements (print and digital), flyers and brochures, business cards and handouts, product packaging, videos displayed at trade shows or conferences, or billboards and signage. When a potential customer or Client scans the QR Code with their smartphone, they’ll be instantly directed to your designated Landing Page. This eliminates the need for manual URL entry, ensuring a smooth and frictionless experience that maximizes the traffic to your funnels.
White Label your QR Codes: SuiteDash understands the importance of brand consistency. That’s why we’ve taken QR Codes a step further, offering complete customization options. You can upload and integrate your company logo or icon, customize all QR Code colors to tailor the QR code’s color scheme to seamlessly match your brand identity, creating a visually cohesive experience. A well-designed, branded QR Code not only enhances the user experience but also projects an image of professionalism and attention to detail, fostering trust and brand recognition.
👍 Effortless Lead Capture: Generate unique QR Codes for your Sales Funnels, eliminate manual URL entry, and watch conversion rates soar.
👍 Boost Engagement & Brand Recognition: Integrate your logo and customize colors for a seamless brand experience that fosters trust and grabs attention.
👍 Reach a Wider Audience: Leverage the power of QR Codes across diverse marketing materials, maximizing your reach and attracting new leads with a simple and familiar scan.
TL;DR: QR Codes are experiencing a revival, and SuiteDash helps you leverage this technology to its full potential. By seamlessly integrating White Label QR Codes into your marketing materials, you can create a more interactive and engaging experience for your audience, ultimately driving higher levels of engagement, lead generation, and overall business success.
Available only as a part of the PRIME Bundle Power-Up

DOCS: https://help.suitedash.com/article/525-sales-funnel-builder, https://help.suitedash.com/article/475-power-ups

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Dashboards / Sticky Action Bar in Dynamic Block Editor

Say goodbye to the frustration of searching for the Action Bar in the Dynamic Block Editor! This latest update brings a significant usability improvement that will save you time and streamline your editing process.
Problem Solved: Previously, the Action Bar—which is used to edit or move blocks—was vertically centered inside each block. This made it difficult to find the Action Bar when dealing with a large amount of content, forcing you to scroll up and down to locate the edit button. This led to wasted time and a less efficient workflow.
👍 Sticky Action Bar: With the new Sticky Action Bar feature, the Action Bar now stays in view as you scroll through your content. Whether you’re at the top, middle, or bottom of a lengthy block, the Action Bar will remain accessible, hovering in a sticky position, so you can easily make edits without the hassle of searching for the controls.
👍 Instant Access: No more scrolling frustration! The Sticky Action Bar ensures that the tools you need are always right at your fingertips, no matter where you are on the page. This improvement drastically enhances the usability of the Dynamic Block Editor, allowing you to focus on what matters most—creating and organizing your content efficiently.
👍 Improved Usability: This is a big leap forward in making the Dynamic Block Editor more intuitive and user-friendly. By keeping the Action Bar visible and accessible at all times, SuiteDash ensures that you can work faster and more effectively, even when dealing with complex, content-rich Dashboards.
TL;DR: The Sticky Action Bar in the Dynamic Block Editor makes editing easier and faster by keeping the edit controls always visible, regardless of your position on the page.
Available NOW to ALL SuiteDash accounts for no additional charge!

DOCS: TBA

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Files / File Request Notification Email in Email Templates

Enhance your communication with the latest update to File Requests! SuiteDash now allows you to fully customize the email content sent to your Target when requesting files, adding a new layer of personalization and professionalism to your interactions.
Customizable File Request Emails: When you create a File Request, the Target user receives an email that asks them to upload the necessary files and provides a direct link to do so. Previously, there was no option to customize the content of this email, which limited your ability to provide specific instructions or personalized messaging. You can also customize the emails sent to both Target and Requester (individually) when the File Request is fulfilled.
Full Customization: With this new feature, you can now completely customize the email content to suit your needs. Add your own context, directions, or any other important details that will help guide the Target in fulfilling your request. This ensures that your communication is clear, concise, and aligned with your brand’s voice.
👍 Extreme White Label Commitment: This enhancement is just another way SuiteDash fulfills its commitment to extreme white label capabilities. By allowing you to customize every aspect of the File Request process, SuiteDash empowers you to maintain consistent branding and provide a seamless experience for your Clients, Prospects, and Staff.
👍 Professional Communication: Customizing your File Request emails ensures that your communication is tailored to the specific needs of your Target. This reduces confusion, increases compliance, and reinforces your brand’s professionalism.
👍 Streamlined Process: Providing clear and customized instructions directly within the email helps streamline the file submission process, saving time for both you and your Target, and ensuring that you receive exactly what you need the first time.
TL;DR: SuiteDash now allows full customization of File Request emails, enabling you to add personalized context and instructions, enhancing your communication and supporting extreme white label capabilities.
Available NOW to ALL SuiteDash accounts for no additional charge!

DOCS: TBA

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White Label / EXTREME White Label / Default Avatar Color Customization

Enhance your White Label aesthetic with our new Default Avatar Color Customization. When adding new CRM Targets and Staff, the default avatars are automatically derived from your platform’s primary color and the initials of the Target.
While these auto-generated colors can sometimes be spot-on, they may not always align with your specific branding vision. With this feature, you have the flexibility to define the exact background color of these default avatars, ensuring they perfectly match the look and feel you desire for your portal.
This added control is yet another powerful tool in SuiteDash’s growing suite of EXTREME White Label options, enabling you to fully personalize the experience for your Clients and Staff.
👍 Custom Colors, Your Way: You can now define the background color of default avatars, ensuring your portal’s aesthetic aligns perfectly with your branding. No more relying on auto-generated colors that might not fit your vision.
👍 Complete Customization: This feature is part of SuiteDash’s commitment to offering extensive customization options. It’s just another way we enable you to tailor your portal to meet your specific needs and preferences.
👍 Professional Presentation: Present a unified, professional image to your Clients and Staff by customizing every aspect of your portal, right down to the colors of default avatars.
👍 Flexible Branding: Maintain consistent branding throughout your SuiteDash experience by controlling the visual elements, including the colors of default avatars.
TL;DR: The new Default Avatar Color Customization feature lets you define the exact background colors for default avatars, aligning them with your portal’s branding and furthering SuiteDash’s EXTREME White Label customization options.
Available NOW to ALL SuiteDash accounts for no additional charge!

DOCS: https://help.suitedash.com/article/127-platform-branding

June 21, 2024 Live

Proposals / Dynamic Proposals + Dynamic Automations

Elevate your Proposal game with the introduction of Dynamic Proposals. You can now present a flexible set of options to potential Clients, allowing them to finalize and accept the Proposal based on their specific needs. Dynamic Proposals close deals instantly, transition seamlessly to an Invoice & trigger a set of Dynamic Automations based on the choices made by the Target.
Build Customized Options: Leverage existing Items, Add-Ons, and Packages to create a menu of choices within your Proposal. This lets you showcase your service offerings in a clear and interactive way – almost like a shopping cart for your product or services!
They Select, You Deliver: Targets have the freedom to interact with the Proposal and choose the services that best fits their needs. SuiteDash ensures they can’t accidentally configure options that you don’t want via dependency logic for Add-Ons and Packages.
Real-Time Quotation: As the Client makes selections, SuiteDash dynamically calculates the total amount of the chosen Items, Add-Ons or Packages in real-time. This provides instant visual confirmation, demonstrates complete transparency and eliminates the need for a wide range of manual Tasks.
Seamless Acceptance: To accept their customized Proposal, the Target must provide a digital signature which instantly confirms their agreement to the amount and the terms of the Proposal.
Automated Workflows: And because you can uniquely configure Automations for each Item, Add-On & Package, a unique set of Automations based on the Target’s choices are triggered when the Proposal is accepted. This streamlines your workflows and triggers ONLY the Automations that are specified based on the selections made by the Target.
👍 Close Deals Faster: Dynamic Proposals allow interactive selections by the Target, real-time totals & seamless acceptance for faster deal closings.
👍 Effortless Workflows: Streamline your process with automated workflows triggered by client selections, eliminating manual Tasks & saving time.
👍 Boost Sales Efficiency: Interactive Proposals & instant quotes empower Target to choose what they need, maximizing your sales potential.
TL;DR: Dynamic Proposals with Target-Side Choices empowers you to create a more interactive and streamlined Proposal experience, boosting your sales potential and maximizing your efficiency.
Available NOW to ALL Thrive & Pinnacle SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/434-Proposals

Appointment Scheduling / Centralized Control over Appointment Management

This innovative feature lets you designate specific Admins, Managers, or Staff with the ability to view and manage all Staff members’ Appointments within your account, regardless of who they are. Perfect for anyone at your organization who needs to visualize and manage all the Appointments across the organization.
Unified Appointment View: Gain complete visibility into your entire team’s schedule. Designated personnel can view Appointments for all Staff members, fostering better coordination and ensuring everyone is on the same page.
Empowering Your Team: Empower Office Managers or team leaders to manage all Appointments within the SuiteDash platform. This includes the ability to cancel, reschedule, or add new Appointments to the schedule for any Staff member.
Enhanced Administrative Control: SuiteDash empowers individual Staff members to create their own Appointments and personalize their scheduling options. However, central management retains the ability to oversee and manage all Appointment Generators for consistency and adherence to standards.
👍 Improved Scheduling Efficiency: Centralized Appointment management minimizes scheduling conflicts and allows for better Staff utilization.
👍 Enhanced Client Experience: Visibility reduces mistakes and allows for better management, which results in a better customer service experience with your business or organization.
👍 Increased Team Collaboration: A unified view of all Appointments fosters better communication and collaboration within your team.
TL;DR: Centralized Appointment Management empowers businesses to manage their schedules with greater efficiency and control. By providing a centralized view and control over Appointments, you can ensure a smooth workflow, maximize team productivity, and deliver a superior experience to your Clients.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/445-calendar-settings

Projects / Project Folder Generators

SuiteDash is enhancing the Project Management Toolkit with the introduction of Project Folder Generators. This innovative feature streamlines your workflow by automatically creating a predefined folder structure within your Project, ensuring consistent organization from the very beginning.
Predefined Folder Structure: Designate a specific folder structure for different Project types using Project Folder Generators. This eliminates the need for repetitive manual folder creation, saving you valuable time during Project setup.
Project Creation: During Project creation, select and apply the desired Project Folder Generator, instantly populating the Project with the predefined folder structure.
Project Generators: If you utilize Project Generators, designate a Project Folder Generator within the Project Generator itself. This ensures the appropriate folder structure is automatically created whenever a Project is generated through this workflow.
👍 Enhanced Project Organization: Establish consistent Project systems & processes, improving information accessibility and team collaboration.
👍 Reduced Setup Time: Eliminate the need for manual folder creation, allowing you to focus on Project execution.
👍 Improved Project Visibility: A well-organized Project Folder/Files structure promotes clarity and simplifies navigation for all stakeholders.
TL;DR: Project Folder Generators empower you to streamline your Project setup process and maintain consistent Project organization. This translates to improved Project Management efficiency, increased team productivity, and ultimately, successful Project delivery.
Available NOW to ALL Thrive & Pinnacle SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/353-files-folder-generators

Portals / Introducing the NEW My Invoices Block

SuiteDash is excited to unveil the all-new My Invoices Block, a powerful addition to the Dynamic Block Builder. Designed to streamline the visibility and functionality around this critical Billing component, this Block gives you the power to quickly and easily display a summary of Invoices to your Clients.
Invoices Overview directly on the Dashboard: Empower your Clients to stay informed with a clear and concise summary of their outstanding Invoices from directly within their Client Portal. This results in fewer phone calls / emails to handle, and fast tracks the payment process!
Customizable Display: Tailor the information displayed on the My Invoices Block to suit your specific needs. Show or hide data fields like Company / Client names, payment status, or due dates to provide a more focused view for your Clients.
Dashboard Insights: Gain valuable insights into your overall Billing health with the My Invoices Block on Admin Dashboards. Quickly identify outstanding Invoices, recently paid Invoices, and overall payment trends.
Quick Payment Recording: Simplify and expedite the payment recording process directly within the My Invoices Block. This eliminates the need to navigate to separate sections, saving you valuable time.
Advanced Filtering: Effortlessly filter Invoices by Client, payment status, due date, or other relevant criteria. Quickly locate specific Invoices and get up to speed on the most pressing matters.
👍 Client Self-Service Invoices: Empower clients to view & manage Invoices directly in their portal, reducing inquiries & speeding up payments.
👍 Customizable Invoice Visibility: Tailor the invoice details your clients see, keeping them informed & focused on the important information.
👍 Real-Time Billing Insights: Gain a clear view of your overall billing health with easy access to Invoice statuses and trends directly on your dashboard.
TL;DR: Overall, the My Invoices Block streamlines the invoicing process for both you and your Clients. By providing real-time access to key Invoice information and simplifying internal management, this powerful feature unlocks a new level of efficiency and control over your billing.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/455-block-editor-block-types

Portals / Introducing the NEW All Tasks Block

SuiteDash is introducing a powerful new tool for Admins and Project Managers: the All Tasks Block. This addition to the Dynamic Block Builder empowers the management layer of your Organization to gain a comprehensive overview of all Tasks within your SuiteDash platform, regardless of Project or assignment.
Unified Task View: The All Tasks Block provides a centralized location to see all Tasks within your SuiteDash account. This eliminates the need to navigate and cycle through individual Projects, saving you valuable time and effort.
Advanced Filtering and Sorting: Effortlessly surface specific Tasks using powerful filtering options. Filter by status (completed, in progress, etc.), priority (critical, urgent, low), or type (research, bug, feature request, etc.). Additionally, sort Tasks by due date to identify upcoming deadlines and ensure timely Task completion.
Multiple Simultaneous Configuration for Improved Visibility: Create multiple instances of the All Tasks Block on the same page, each with uniquely configured filter and sort options. This allows you to tailor the displayed information & data to suit your needs. For instance, one Block could display all high-priority Tasks nearing their due date, while another might focus on overdue Tasks assigned to a particular team.
Enhanced Project Oversight: Equip Project Managers and Admins with a bird’s-eye view of overall Project progress. By strategically placing the All Tasks Block on Dashboards or Portal Pages, you can easily monitor Project health and identify potential bottlenecks.
Improved Project Management Efficiency: Gain a central hub for understanding Project progress and ensuring Tasks are on track, identify and prioritize critical Tasks based on status, due date, and type, and provide Project managers and Admins with a clear view of overall workload and resource allocation.
👍 Master Your Workflow: Gain a centralized view of all tasks across your entire SuiteDash platform, eliminating the need to switch between projects and ensuring nothing falls through the cracks.
👍 Prioritize Like a Pro: Effortlessly filter and sort tasks by status, due date, or type, allowing you to identify and prioritize critical tasks for maximum project efficiency.
👍 Boost Team Transparency: Strategically display Task blocks on Dashboards to equip Project Managers and Admins with a bird’s-eye view of overall project progress and resource allocation, fostering better team collaboration.
TL;DR: Overall, the All Tasks Block empowers you to manage Projects and Tasks with greater efficiency and control. This powerful tool gives you a centralized location to gain valuable insights, prioritize Tasks effectively, and ultimately ensure Project success.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/455-block-editor-block-types

Appointment Scheduling / Trigger Automations when Appointment is Completed

SuiteDash is taking Appointment Automation to the next level with the introduction of Automations for completed Appointments. This powerful new feature allows you to automatically initiate workflows based on the exact time an Appointment concludes, streamlining your processes and maximizing efficiency.
Building on Existing Automation: SuiteDash empowers you to trigger Automations based around the booking, rescheduling, or cancellation of any specific Appointment. Now, expand your Automation capabilities to include Appointment completion, ensuring a seamless transition to the next stage of your Client interaction.
Precise Triggering: SuiteDash automatically identifies the Appointment’s ending time and triggers your chosen Automations at that precise moment. This eliminates the need for manual action and ensures timely follow-up.
Automated Follow-Ups: Capitalize on each engagement by triggering any set of Automations. Imagine scheduling automated emails to request feedback forms or configuring the automated sending of follow-up materials just after an Appointment.
Customizable Actions: Leverage SuiteDash’s extensive Automation Suite to personalize your workflow based on your specific needs. Send SMS notifications, update internal Projects, or trigger Task assignments for team members – the possibilities are endless.
Improved Appointments Experience: Prompt follow-up demonstrates professionalism and fosters stronger Client relationships. Automated actions eliminate manual Tasks, allowing your team to focus on core business activities. And, you can automate workflow/pipeline movement within your CRM for a more organized and efficient sales process.
👍 Automate the After-Meeting Hustle: SuiteDash triggers Automations the moment appointments end, eliminating manual tasks and freeing your team to focus on what matters most.
👍 Never Miss a Follow-Up: Automatically send feedback forms or other materials right after appointments, capitalizing on the Client’s recent engagement and fostering stronger relationships.
👍 Streamline Your Sales Cycle: Automate movement through your workflow based on Appointment completion, ensuring a more organized and efficient sales process from start to finish.
TL;DR: SuiteDash’s Appointment Completion Trigger unlocks a new level of Automation, enabling you to streamline workflows, improve Client experience, and maximize team productivity.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/377-manage-your-calendars-and-schedules

Proposals / Pre-Configure Automations for your Proposals using Proposal Generators

SuiteDash is streamlining your Proposal process with a powerful new feature: Proposal Generators with Pre-Configured Automations. This innovative functionality gives you the power to pre-define the Automations that are automatically configured in every Proposal generated, ensuring a seamless and consistent workflow for every Prospect or Client.
Effortless Automation Setup: Design your Proposal templates with built-in Automation. Simply specify the desired Automations within the Proposal Generator itself, eliminating the need for separate configuration steps.
Consistent and Replicatable Workflows: Whenever a Proposal Generator is used to create a Proposal, the pre-defined Automations are instantly passed and configured in the generated Proposal. This ensures that every Proposal that is generated from this workflow will have the exact same set of Automations defined for each Automation option.
👍 Automate Every Proposal: Effortlessly pre-configure Automations within your Proposal Generators, ensuring seamless workflows and consistent next steps for every Prospect/Client.
👍 Save Time, Boost Efficiency: Eliminate the need for manual Automation setup in each Proposal. Proposal Generators handle it automatically, saving you valuable time and streamlining your sales cycle.
👍 Proposals Get Smarter: Guarantee consistent and replicable workflows across all your Proposals. Proposal Generators ensure every Proposal has the right automations in place, every time.
TL;DR: Stop wasting time on repetitive Proposal tasks! SuiteDash’s Proposal Generators with Pre-Configured Automations streamline your sales cycle by allowing you to embed Automations directly into your Proposal Generators. This innovative feature ensures every Proposal triggers the right actions at the right time, saving you time, boosting efficiency, and guaranteeing consistent workflows for every Prospect or Client. Now you can focus on #SuiteFreedom instead of repetitive manual admin work.
Available NOW to ALL Thrive & Pinnacle SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/435-Proposal-templates Documentation: https://help.suitedash.com/article/434-Proposals

Portals / QR Codes for Landing Pages

From Fringe to Forefront: QR codes, once touted as the future of mobile interaction, experienced a period of limited adoption. However, with the native integration of QR code readers within smartphone cameras on both Android and iOS platforms, their use has surged. SuiteDash capitalizes on this trend, allowing you to harness the power of QR codes to effortlessly connect with your target audience.
Streamlined Lead Capture: With SuiteDash’s white-labeled QR Codes, you can now generate a unique QR code for each publicly available Landing Page within your account. This QR Code, easily downloadable and viewable, can be incorporated into a wide range of marketing materials, including: advertisements (print and digital), flyers and brochures, business cards and handouts, product packaging, videos displayed at trade shows or conferences, or billboards and signage. When a potential customer or Client scans the QR Code with their smartphone, they’ll be instantly directed to your designated Landing Page. This eliminates the need for manual URL entry, ensuring a smooth and frictionless experience that maximizes the traffic to your funnels.
White Label your QR Codes: SuiteDash understands the importance of brand consistency. That’s why we’ve taken QR Codes a step further, offering complete customization options. You can upload and integrate your company logo or icon, customize all QR Code colors to tailor the QR code’s color scheme to seamlessly match your brand identity, creating a visually cohesive experience. A well-designed, branded QR Code not only enhances the user experience but also projects an image of professionalism and attention to detail, fostering trust and brand recognition.
👍 Effortless Lead Capture: Generate unique QR Codes for your Landing Pages, eliminate manual URL entry, and watch conversion rates soar.
👍 Boost Engagement & Brand Recognition: Integrate your logo and customize colors for a seamless brand experience that fosters trust and grabs attention.
👍 Reach a Wider Audience: Leverage the power of QR Codes across diverse marketing materials, maximizing your reach and attracting new leads with a simple and familiar scan.
TL;DR: QR Codes are experiencing a revival, and SuiteDash helps you leverage this technology to its full potential. By seamlessly integrating White Label QR Codes into your marketing materials, you can create a more interactive and engaging experience for your audience, ultimately driving higher levels of engagement, lead generation, and overall business success.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/572-pages-creating-a-landing-page

Office / Ability to Reset the “Seen by Client” Indicator

SuiteDash is committed to providing valuable tools to track Client interactions, and the “Seen by Client” indicator for Invoices is a key feature in this regard. Now you can reset the “Seen by Client” indicator to be sure you always have the option of leveraging this functionality effectively.
Understanding the “Seen by Client” Indicator: SuiteDash informs you when a Client has viewed an Invoice you’ve sent them. This provides valuable insight into their engagement level and helps you prioritize follow-up actions.
Addressing Accidental Triggers: There has always been the possibility of unintentionally triggering the “Seen by Client” indicator from the Admin side during testing or other scenarios. The result of accidentally triggering is that the indicator always shows green (seen), so you unfortunately lose the possibility to really “see” if the Client has viewed an Invoice.
Introducing the Reset Option: SuiteDash now empowers you to reset the “Seen by Client” indicator. This ensures you can maintain the accuracy of this feature and continue to rely on it for reliable Client Invoice tracking and actionable intel.
👍 Improved Tracking Accuracy: Resetting the indicator eliminates the possibility of misleading information and ensures you have a clear picture of whether a Client has viewed their Invoice.
👍 Enhanced Client Communication: By accurately knowing a Client’s Invoice viewing status, you can tailor your communication and follow-up efforts accordingly.
👍 Streamlined Workflow: The ability to reset the indicator eliminates confusion and allows you to efficiently manage your Client Invoice communication.
TL;DR: The “Seen by Client” indicator reset empowers you to maintain the integrity of this valuable Client communication tracking tool. This functionality enhancement ensures you can leverage SuiteDash to gain valuable insights into Client behavior and optimize your communication strategies.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/434-Proposals, Documentation: https://help.suitedash.com/article/45-office-Invoices, Documentation: https://help.suitedash.com/article/391-office-managing-estimates

Communities / Copy/Paste Images directly into Posts/Replies

SuiteDash is transforming how you interact with your Communities by introducing direct image pasting into your Posts/Replies. This exciting new feature empowers you to seamlessly add visual content to your posts and replies, fostering richer and more engaging communication.
Effortless Image Uploads: Eliminate the need for external image hosting services. Now, you can simply copy and paste images directly into the editor when composing posts or replies. This streamlines content creation and saves you valuable time.
Visual Storytelling: Captivate your audience and enhance your message by incorporating images directly into your Community interactions.
Intuitive Interface: The copy-and-paste functionality is designed for ease of use, allowing you to integrate images into your content with minimal effort.
👍 Boost Engagement with Images: Effortlessly add visuals to your Community posts and replies, grabbing attention and sparking richer conversations with your audience.
👍 Streamline Content Creation: Say goodbye to external image hosting! SuiteDash’s copy-and-paste functionality allows for quick and easy image uploads, saving you valuable time and effort.
👍 Unleash Visual Storytelling: Captivate your Community with powerful visuals. Images can be used to showcase products, illustrate ideas, and break up text for a more dynamic and engaging experience.
TL;DR: Direct image copy/paste feature empowers you to create more visually appealing and engaging content within your Communities. This fosters a more dynamic and interactive communication experience for all users.
Available NOW to everyone who has the COMMUNITY Power-Up!

Documentation: https://help.suitedash.com/article/587-community-overview

Appointment Scheduling / Variety of Useful Improvements

SuiteDash continues its commitment to providing the most powerful appointment scheduling tool available, and this latest update introduces several exciting features designed to streamline your workflow and improve communication.
Enhanced Google Calendar Integration: SuiteDash has further refined how appointment information is passed to your Google Calendar, ensuring a smooth and consistent synchronization experience. This reduces the risk of confusion and keeps you on top of your schedule.
Personalized Communication: SuiteDash empowers you to edit the rescheduling email sent to Targets in real-time. This means you are able to edit the email before it goes out so that you can personalize the message and provide specific details or context regarding the appointment reschedule.
Public Notes for Appointment Creation: A new feature allows you to record public notes during the Appointment creation process. These notes are visible to both you, your Staff, and the Client, fostering better communication and transparency. Use public notes to briefly outline the purpose of the appointment for all parties involved, mention specific topics that will be discussed during the appointment, record any key takeaways or follow-up actions that arise during the appointment scheduling process.
👍 Streamline Rescheduling: Personalize reschedule emails in real-time to ensure accuracy and maintain positive relationships.
👍 Boost Transparency: Improve communication with public notes – outline appointment goals, discuss key topics, and record follow-up actions for all parties involved.
👍 Enhanced Collaboration: Empower your team with clear communication – public notes foster teamwork and ensure everyone’s on the same page.
TL;DR: SuiteDash helps you streamline your scheduling process and deliver a superior experience for both you and your Clients. Manage appointments with greater efficiency and communication.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/400-scheduling-an-Appointment

May 17, 2024 Live

Billing / New UI + Items, Packages & Add-ons to Estimates, Invoices & Billing Generators

We’re proud to announce a major update to Billing that incorporates Targeted Billing Automations, “Add-Ons,” “Packages,” drag-and-drop functionality, and the ability to incorporate custom images, thus empowering businesses to create professional, visually appealing, and highly customizable Estimates & Invoices that streamline the Billing process and elevate the Client experience.
Introducing Add-Ons: Enhanced Upselling Opportunities: “Add-Ons,” a powerful tool for maximizing revenue potential within your Invoices. These act as up-sells that can be conditionally linked to specific “Items” or groups of “Items” on your Estimate, Invoice or Billing Generator. Imagine offering an “Expedited Delivery” Add-On when a Client selects a specific product, or a “Priority Service” Add-On for time-sensitive Projects. This allows you to present these additional services strategically, increasing the average Estimate or Invoice value and boosting your bottom line.
Building Value with Packages: And, it doesn’t stop at Add-Ons. The introduction of “Packages” empowers you to create bundled offerings that combine multiple “Items” and “Add-Ons” into a single, cohesive unit. Packages can be priced using a one-time fee or a subscription model, providing Clients with convenient, clear and cost-effective options for their needs. For example, you could create a “Website Maintenance Package” that includes website hosting, security updates, and ongoing content revisions – all presented as a single Package with a clear price point. Package pricing and Automations are set/configured on the Package level, which allows you to offer special Package pricing and unique Package experiences that are likely to be preferred over buying the Items/Add-Ons separately or standalone.
Unleash Granular Automation Control: Say goodbye to the limitations of Automations that were tied to specific Estimates or Invoices! Targeted Billing Automations allow you to define and configure a unique set of Automations for each line item added to an Estimate or Invoice. Unique Automation Sets can be uniquely configured for each Item, Add-On and/or Package that is created and subsequently added to an Estimate, Invoice or Billing Generator. This means you can trigger specific Automations upon Estimate approval or Invoice payment, all based on the individual line items that were included.
Visual Appeal Meets Functionality with Image Uploads: SuiteDash takes Invoice customization a step further with the ability to upload images for each Billing element. Imagine including a product image next to its corresponding line item or showcasing the service associated with a specific “Add-On.” Visual elements can significantly enhance the clarity and professionalism of your Invoices and Estimates. SuiteDash provides default images if you don’t have your own, or you can choose to disable images entirely if they don’t align with your branding preferences.
Effortless Reordering with Drag-and-Drop UI: The new update also introduces a user-friendly drag-and-drop interface for managing all Invoice elements. This includes Items, Add-Ons, Packages, Discounts, and Taxes. With a simple drag-and-drop action, you can effortlessly reorder elements within your Invoices and Estimates, ensuring a clear and logical presentation for your Client.
TL;DR: SuiteDash’s new “Add-Ons,” “Packages,” drag-and-drop interface, and image upload functionalities empower businesses to create flexible, informative, and visually appealing Invoices and Estimates. “Add-Ons” and “Packages” empower you to strategically upsell and introduce bundled offerings, maximizing your revenue per Invoice, clear and organized Invoices and Estimates with the option for visual elements foster a more professional and positive Client experience, the drag-and-drop interface allows for effortless Invoice and Estimate customization, saving you valuable time and streamlining your workflow, and the ability to upload custom images or utilize default options empowers you to tailor your Invoices to perfectly reflect your brand identity.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings

Marketing / Subscriber Forms

This exciting update streamlines and simplifies your Marketing efforts, even further enhancing the ability for businesses and organizations to effortlessly grow their Target Audiences.
Streamlining your Efforts: Previously, creating Subscriber Forms involved utilizing a General Form and selecting a “Specialty Type”. This update eliminates that complexity. Now, whenever you create a new Marketing Audience within SuiteDash, a dedicated Subscriber Form is automatically generated in tandem. This Form is conveniently accessible directly from your Marketing Toolkit, saving you valuable time and streamlining the process.
Flexibility for Diverse Needs: SuiteDash understands that a “one-size-fits-all” approach doesn’t always work. While a dedicated Form is automatically created, SuiteDash also empowers you to create and assign multiple Subscriber Forms to a single Audience. This allows for individual customization and deployment strategies. Imagine having a high-converting lead capture Form embedded on your website and a separate, Targeted Form accessible through a social media campaign – all feeding into the same Audience within SuiteDash.
Brand Your Forms, Expand Your Reach: SuiteDash places a premium on brand consistency, and in keeping with that commitment, Subscriber Forms can be fully customized to match your unique brand identity. Logos, color schemes, and fonts can be tailored to create a seamless user experience that reinforces brand recognition.
Embed on Web Pages: Effortlessly integrate your Form directly onto any publicly accessible web page or Landing Page, strategically positioned to capture your Target Audience at key conversion points.
Direct White Label Link: Share a clean and professional White Labeled link to your Subscriber Form, ideal for Email Marketing Campaigns or social media promotions.
QR Code Generation: Generate a unique QR Code that, when scanned, directs prospective Clients straight to your Subscriber Form. This is a fantastic option for offline marketing materials or in-person interactions.
Seamless Migration for Existing Users: SuiteDash ensures a smooth transition for existing Subscribers & CRM Targets. Previously created Specialty Type Forms have been automatically migrated to utilize the new dedicated Subscriber Form structure. This eliminates the need for manual recreation – your existing Forms will be readily available within the SuiteDash interface.
TL;DR: SuiteDash’s dedicated Subscriber Forms empower businesses to create high-converting lead capture tools tailored to their specific needs. By streamlining the process, enhancing flexibility, and offering a variety of deployment options, SuiteDash helps businesses grow their Target Audiences and achieve their Email Marketing goals.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/440-subscriber-usage-form-sub-type

Community / HUGE drop of new Community Features & Improvements

As promised, we continue to refine our COMMUNITY Power-Up. This update focuses on increasing Automation capabilities, improving searchability, and enhancing overall management functionality. These advancements empower businesses to leverage Communities more effectively within their existing SuiteDash workflows.
Automated Target Management for Streamlined Workflows: SuiteDash now seamlessly integrates Communities with the existing Automation Suite. Dedicated Automation options allow you to add or remove Targets from specific Communities or Private Spaces based on pre-defined triggers. Imagine automatically adding new CRM Targets to a dedicated “Welcome Community” upon signing up, or granting access to a Private Space based on reaching a specific purchase or achievement threshold. This Automation streamlines workflows and ensures Targets are placed within the most relevant Communities.
Surface Key Information with Advanced Search: Effective discussions often generate valuable information buried deep within threads. SuiteDash addresses this by introducing advanced search and sort functionalities specifically for thread comments and replies. Now, users can easily search and sort comments within a discussion, allowing them to quickly surface the most relevant information and fostering a more productive and informed Community experience.
API Access for Scalable Management: SuiteDash recognizes the power of Automation at scale. This update introduces API access for managing Target membership within Communities and Private Spaces. Developers can leverage the API to add or remove Targets based on specific criteria, further automating workflows and integrating Community management into existing business processes.
Streamlined CRM Imports with Community Integration: CRM data is often the foundation for effective Community engagement. SuiteDash now allows you to add or remove Targets from Communities or Private Spaces directly during the CRM import process. This eliminates the need for manual configuration after data import, saving time and ensuring Targets are immediately placed within the appropriate Communities upon entering your CRM.
Enhanced Tag Management for Improved Organization: Previously, users could assign Tags to Communities and Private Spaces. Building upon this functionality, SuiteDash now allows for Tag management. Users can now edit existing Tag titles or delete Tags altogether, ensuring a clean and organized tagging system that reflects the evolving needs of your Communities.
Effortless Community Enrollment During CRM Creation: SuiteDash simplifies Community enrollment for new CRM contacts. Now, when manually creating a Company, Contact, or Staff member within SuiteDash, you can simultaneously add them to relevant Communities or Private Spaces. This eliminates the need for separate Community enrollment steps, streamlining the onboarding process and ensuring new members are instantly connected to the appropriate Communities.
TL;DR: SuiteDash’s commitment to continuous development empowers businesses to leverage the Community Power-Up to its full potential. These enhancements streamline Community management, improve information accessibility, and ultimately foster a more vibrant and engaging online Community for your Clients, Prospects, and Staff.
Available NOW to everyone who has the COMMUNITY Power-Up!

Documentation: https://help.suitedash.com/article/433-Automations-breakdown
Documentation: https://help.suitedash.com/article/587-Community-overview

CRM / Event Generators w/ Dynamic Based-On Dates : Appointments Integration

This update focuses on Event Generators, a powerful feature that streamlines follow-ups within the sales cycle. The introduction of dynamic “Based-On Date” and a powerful connection to our Appointments Toolkit empowers businesses to create even more dynamic and flexible automated workflows.
Event Generators: The Power of Pre-Configured Follow-Ups: Event Generators are a cornerstone of SuiteDash’s sales Automation features. These pre-configured sequences of Events allow you to schedule automated follow-ups, such as emails, calls, or meetings, directly within your SuiteDash Calendar. This eliminates the need for manual scheduling and ensures consistent follow-up throughout the sales cycle.
Beyond the Basics: Generate Events around “Based-On Dates”: SuiteDash takes Event Generators to the next level with dynamic Based-On Dates. Previously, Events were generated relative to the initial moment of generation (e.g., creating a new CRM Target). But, now you can configure an Event Generator to create Events relative to a specific future date or a “Based-On Date” using the value of a Custom Field. Event Generators then calculate the entire sequence of Events relative to this configured future date.
The Power of Appointments: Automated Event Creation: We’re taking Appointment scheduling to the next level by introducing seamless integration with Event Generators. Businesses can now associate an Event Generator with a specific Appointment Generator. For each Appointment booked, SuiteDash automatically and dynamically passes the Appointment date & time to the linked Event Generator and sets it as the Based-On Date. The Event Generator is then triggered and instantly creates the configured Events relative to the dynamically passed Based-On Date/Time. This unlocks a powerful layer of Automation!
Ancillary Event Creation: Configure the Event Generator to generate a series of ancillary Events surrounding the Appointment date and time. This could include automated pre or post preparations for the Appointment like a pre-Appointment Document signing, requesting info after the meeting, or scheduling follow-up meetings or phone calls.
TL;DR: SuiteDash’s commitment to innovation empowers businesses to streamline their sales processes and optimize lead nurturing. Enhanced Event Generators with Based-On Dates and a native integration with the Appointments Toolkit provides a powerful tool for building a more efficient and effective sales pipeline. Event Generators with variable and dynamic Based-On Dates offer a multitude of advantages for businesses including increased flexibility by defining dynamic Event sequences based on specific future dates and catering to diverse sales scenarios. Additionally, you can benefit from the streamlining the scheduling of follow-up Events, ensure timely action throughout the sales cycle, and free up valuable time for sales team members to focus on building relationships and closing deals.
Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/91-Events-Event-generators

White Label / Customizable Error Pages

SuiteDash continues its dedication to EXTREME White Labeling with the introduction of customizable Error Pages. This update empowers businesses to personalize the 404 Error Page and Permission Error Page, ensuring a seamless and brand-consistent user experience even when things don’t go according to plan.
Understanding Error Pages: Error pages are web pages a user encounters when the intended content cannot be loaded. This can occur due to technical difficulties or when a user attempts to access a page they lack the necessary permissions for. Traditionally, these Error Pages often have a generic look and feel, potentially creating confusion and frustration for users.
Customizable Error Pages: A White Labeling Advantage: SuiteDash understands the importance of brand consistency across all user touchpoints. With this update, businesses can now edit and customize both the 404 Error Page and the Permission Error Page.
Incorporate Your Branding: Integrate your Company logo, color scheme, and fonts into the Error Pages, maintaining a cohesive brand identity even when errors occur.
Communicate Clearly: Craft custom messages that inform users of the issue and provide clear guidance on how to proceed. For example, a 404 page could offer a helpful message to help users find the desired path, while a permission Error Page could politely explain access restrictions and suggest alternative actions.
Maintain User Engagement: Even when errors arise, a well-designed Error Page can help retain user engagement. Humor, informative content, or clear calls-to-action can encourage users to explore other areas of the platform.
TL;DR: SuiteDash’s customizable Error Pages empower businesses to elevate their brand presence, even when a Target gets off track. The ability to refine the user experience, even in the event of errors, demonstrates SuiteDash’s dedication to creating a platform that seamlessly integrates with your existing branding and fosters a positive user experience for your Prospects & Clients.
Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/590-pages-error-pages

CRM / Dynamic Data Placeholders now available in Notes

SWelcome to the world of “Evergreen Notes” that automatically populate with the most recent information for your CRM Targets, resulting in the streamlining of data management and ensuring all Notes remain accurate and up-to-date.
A Foundation for Success: Effective Client communication hinges on clear and concise documentation. Notes provide a central repository for capturing detailed Client interactions, key updates, and valuable insights. Recent updates addressed user feedback by incorporating auto-save functionality and the ability to save drafts for later completion. This streamlined the Note-taking process and ensured valuable Client data was never lost.
Introducing Dynamic Data Placeholders: Everlasting Notes: SuiteDash takes CRM Notes to the next level with the introduction of Dynamic Data Placeholders. These placeholders act as variables within your Notes, automatically populating with the most recent information about your Client or Prospect. Imagine including a placeholder for a Client’s current Company name or phone number within a Note – whenever that Client’s information is updated within SuiteDash, the placeholder within the Note will automatically reflect the change.
Evergreen Notes: Streamlined Data Management: The power of Dynamic Data Placeholders lies in their versatility. Since SuiteDash allows you to create Custom Fields for your specific needs, there’s virtually no limit to how you can leverage this feature. Imagine including placeholders for a Client’s website URL, preferred communication method, or specific project details – all of which will automatically update within your Notes, keeping your Client information organized and readily accessible.
TL;DR: SuiteDash’s commitment to innovation empowers businesses to manage Client relationships with greater efficiency and accuracy. Dynamic Data Placeholders within CRM Notes mark a significant advancement, facilitating the creation of “Evergreen Notes” that streamline data management and foster a deeper understanding of your valued Clients.
Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/450-adding-Notes

White Label / Custom Highlight Color

Just when you thought we couldn’t find more ways for our customers to further personalize their SuiteDash platform, we found a way. That’s right, get ready for Custom Highlight Color!
What is a Highlight Color? A highlight color is an accent color used throughout the SuiteDash platform, adding a touch of visual interest and drawing focus to specific elements. This color is particularly prominent within the CRM Dashboard, highlighting key data and metrics.
Extreme White Labeling: Reflect Your Brand Identity: SuiteDash understands the importance of brand consistency. Previously, the highlight color was a preset “Cyan” blue color. But, with Custom Highlight Color, we’ve empowered businesses to customize this color to seamlessly match their existing brand identity.
Choosing Your Highlight Color: Design Considerations: From a design perspective, highlight colors are typically secondary or tertiary colors found within a Company’s logo or branding materials. Choosing a bright and contrasting color can add a pop of vibrancy against your primary brand colors.
TL;DR: SuiteDash’s customizable highlight color empowers businesses to leverage the power of extreme white labeling. By reflecting your unique brand identity within the SuiteDash platform, you can create a professional and visually appealing user experience for your Clients and Prospects.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/127-platform-branding

Work Requests / Ability to make File Upload mandatory

Work Requests act as a formal submission by Clients to request specific services. They provide a clear outline of the desired work, allowing businesses to gather essential details before Project initiation. Work Requests can then be seamlessly converted into Estimates, Invoices, or Projects within SuiteDash, fostering a smooth workflow.
File Uploads for Enhanced Clarity: SuiteDash previously offered the option to enable Client-side file upload functionality within Work Requests. This allowed Clients to attach relevant images, documents or reference materials to further clarify their requests.
Mandatory File Uploads: Ensuring Essential Information: Work Requests now have the possibility to make file uploads mandatory. Businesses can now configure specific Work Requests to require a file attachment for successful submission. This prevents incomplete Requests and ensures you have all the necessary information to proceed.
TL;DR: The Mandatory File Upload feature for Work Requests empowers businesses to gather complete information upfront, streamline Project intake, and ensure successful Project execution.
Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/77-work-requests-overview

Integrations / Create Company API + Send Portal Access Invitation

We continue to build and develop our White Label Secure API and new options are steadily added and refined to accommodate the most common use cases requested by the Community. This update focuses on streamlining Company creation and automating Client onboarding, empowering businesses to integrate SuiteDash seamlessly into their existing workflows.
The Power of the White-Labeled Secure API: SuiteDash’s secure API allows developers to integrate SuiteDash functionality into custom applications, fostering a truly White Labeled experience. This empowers businesses to leverage SuiteDash’s core features while maintaining a consistent brand identity.
Simplified Company Creation with Dedicated API: Previously, Company creation within SuiteDash required utilizing the Contacts API and defining a Primary Contact simultaneously. This update introduces a dedicated Company API, allowing for the creation of standalone Companies. Company Custom field data can also be associated with these Companies during the creation process. While a Primary Contact is still required for a Company to be active in the platform, this step can now be completed later, either manually or via the API, offering greater flexibility.
Automated Client Onboarding with Portal Invites: SuiteDash streamlines Client onboarding by introducing the ability to send immediate Portal Access Invitations to newly created CRM Targets. This functionality can be integrated into the Company creation process through the API. Imagine automatically sending a Portal Access Invitation email with login instructions upon creating a new Client – this eliminates manual steps and ensures a smooth onboarding experience.
TL;DR: SuiteDash’s commitment to White Label Secure API development empowers businesses to leverage Automation and streamline key workflows. These API enhancements simplify Company creation, improve data management, and automate the onboarding of CRM Targets, fostering a more efficient and user-friendly experience.
Available NOW to ALL SuiteDash accounts for no additional charge!

Documentation: https://help.suitedash.com/article/550-secure-api

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Consolidate your workflows & save BIG on software costs

SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to expensive & inefficient jumbles of “one-trick pony” software.

Automated CRM

Onboarding

Client Portal

EXTREME White Label

Digital Marketing

Appointment Scheduling

Digital Dynamic Proposals

Billing + Packages

Contracts & eSignature

Project & Task Management

Payments + Subscriptions

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