Agency Partner Evaluation 2020 Agency Partner Evaluation Business Name * Email Address * You don’t plan to share any files to share with your Clients and you don’t want them to see the “Files” item in the left sidebar menu. How can you remove it for Clients only? * I can rename it using the “Translations” tool I can hide it via “Custom CSS” in Platform Branding I can toggle the “Hide Files Menu Item” from the Files Settings I can hide the visibility for the item in “Custom Menus” You want to create an Email Marketing opt-in form for your Contacts. What type of form do you need to use? * Kickoff Form, with “Client” assigned Kickoff Form, with “Prospect” assigned General Form, with Specialty Type “Add to Email Marketing Audience” CRM Update Form You hid the “CRM” menu item for all of your Project Managers, but now you've enabled it again. Still, they can’t click on it. Why is this happening? * I enabled visibility for the CRM, but all sub-items are still hidden I enabled visibility for the CRM, but the “Contacts” tab is still hidden Project Managers can’t see the CRM by default They need to clear their cache, log out and log back in You want to add an announcement for Contacts. You added the “Announcements Widget” and you can see the “Click here to add your Announcement” text. You click on it and nothing happens. Why? * I haven’t yet fully white-labeled the platform I didn’t enable the “Allow Announcements” in the Settings panel of the Portal I didn’t close the “Widget List” and I’m still in Editing Mode I have to add a Contact to the Portal first You want to let your Contacts log in via your WordPress site. How do you achieve this? * Create a button redirecting to app.suitedash.com Create a text link redirecting to my custom URL Unfortunately, SuiteDash doesn’t integrate with Wordpress Use the SuiteDash Wordpress Plugin You want to enable SSO (Single Sign-On) for SuiteDash. What is the correct procedure? * The toggle in Company Settings > Basic Info I have to sign up for the SD SSO service SSO is not possible at the moment with SuiteDash SuiteDash will send me an API document on how to build it myself You created an Invoice and want the Client to pay for it, but they’re not registered in the Portal. How can this be accomplished? * I can create a “Payment Link” to let them pay without logging inside the Portal It’s not possible I can create a custom password for them and let them log in I can send them my credentials You want to create different registration paths for a self-registering Client. Which of the following ways can you accomplish this? * Create an Update Form with Choice Blocks Create a General Form with Choice Blocks Create a Kickoff Form with Choice Blocks Create a Marketing Audience with an Autoresponder How many Super Admins are possible in one SuiteDash account? * 1 2 Unlimited Normally 1, but additional ones can be added upon request You want to demote an Admin to a Project Manager Role. How do you do this? * Navigate to the Admin’s profile and click “Change Role”, then select “Project Manager” Navigate to the Admin’s profile and click “Turn To”, then select “Project Manager” Set the Admin as Inactive, then click “Convert” in the Options dropdown menu You can’t change a Staff members Role going “down the ladder” of permissions, so you would need to delete the user and create the account again You want to create a situation where your Client will pay an Invoice one time with their credit card, and after that their card will be automatically charged each month for an agreed upon amount. What tool do you need to use? * Subscription Payments Recurring Generator Accumulating Generator Invoice Generator Will the Contact need to log in to upload a file when sent a “File Request”? * Yes No You want to automatically create a Project after the Client pays an Invoice. What do you need to use to accomplish this? * FLOWs, and assign a Project Template Action FLOWs, and assign a Project Automated Creation Action FLOWs, and assign a Project Generator Action Assign a Project Generator Action directly to the Invoice Will a Prospect automatically be converted into a Client when the Estimate is converted into an Invoice AND the Invoice is paid? * Yes No You created a Circle (Circle1) and assigned user A, B and C to it. You also created a Portal Page and Circle1 is the only authorized Circle to access it. What will happen after you remove C from Circle1? * The Contact will keep access to the page; Circles are permission structures, but they’re not dynamic The Contact will have access for 24 hours, in case there was a mistake or the page contained private information Access will be revoked; Circles are dynamic permission structures The Contact will still have access to a limited portion of the Page What does “Convenience Mode” do? * It simplifies the interface so it’s more convenient for the end user It allows you to customize what your Contact can do inside the platform It allows your Contact to see the full text of a private message in their email It allows the Contact to send large files through Secure Messaging Can you trigger a Project Generator after a Proposal is signed? * Yes No What does the Contact receive once they sign the Proposal? * An email requesting confirmation to submit the Proposal A notification inside the platform stating the Proposal have been signed An email with the PDF of the full Proposal and the confirmation An email with the last page of the Proposal with the signature How can you disable the notification for a new Task created so your Clients won’t receive it? * Under Project Settings there’s an option to update the settings for notifications and override the Client's default This is not currently possible. However, each Client has the ability to configure these options themselves You have to edit the notifications by Circle, it’s not based on Role Clients do not receive new Task notifications Does SuiteDash have an open API? * Yes No It has a private API that can be requested via ticket You created a monthly Subscription Plan, but after one month no Invoice has been generated. Why? * The Invoice doesn’t generate until the following month The Invoice gets generated inside their profile only; the Super Admin can’t see it The Invoice can only be found in the Transaction History There’s no Invoice generation for Subscription Plans. Only the first Invoice will show up in the Invoice list You use Company First Mode and want to bill an Invoice to a Company, and not the Primary Contact. How can you accomplish this? * Go to Billing > Invoice Settings, and choose the option to replace the Contact’s name with the Company name The Primary Contact of the Company must configure this in their Settings Go to CRM > Settings, and choose the option to replace the Contact’s name with the Company name Invoices are required to be billed to a person, so this isn’t possible You are creating a FLOW and want to assign an Action to trigger after each Step. Is this possible? * Yes You can assign Actions to all but the final Step; this is because you can also assign Actions once all Steps are completed You cannot assign Actions to an individual Step, only to the FLOW itself Actions are not available in FLOWs, as different types of automations cannot be combined If you are human, leave this field blank. Submit
