Author: Anne
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- 1Be able to calculate relative dates from the START date of the project / use project START dates to sort tasks, etc.I'm sure I'm not alone in this. The date I created a project or task really doesn't matter to me in the long run. The start date of the project is what's important. And yet right now tasks can't be calculated off start dates, start date isn't a sortable column in the task list, etc. It's inconvenient, to say the least, and doesn't really reflect how I (and most) freelancers work.
- 1Add actions to project templatesIt would be a lot more convenient if we could add actions to phases to project templates instead of having to go in and do it for every single project after it's created.
- 2Allow us to add instructions at the top of default pagesJust as an example, I'd like to be able to add a note to tell clients to put the name of their project in the description of their work requests.
- 1Set relative due date dependencies when setting up project templatesIf a task in a project template always starts two days after the previous one, it would be nice to be able to set that up in the project template.
- 1Add a convenience mode for Client Talk messages as wellPretty much self-explanatory, but I'd prefer if clients could just check their email for all messages.
- 7Have work request items be editable and not require a priceI'm sure a lot of us quote for projects after we see the parameters--it's not just one size fits all for our services. Having to put a price in the work request items is probably going to confuse some people because it will just be $0. Additionally, it would be nice to be able to edit work request items when rates change as opposed to have to make a new item.
- 1PLEASE allow us to disconnect quotes from invoices.I'm sure I'm not the only one who would prefer to use a full-fledged bookkeeping program for invoicing, but keeping quotes in SuiteDash is fine. But that's impossible with the invoice auto-generating.
- 2Allow menu items to be customizable by circleIt would be great if you could customize menus by circle. Have an new-client circle, for instance, that only shows a very basic level of navigation. Then once they complete a particular flow, it moves them to full client status and the full menu opens up for them. And yes, I realize that you can create an onboarding flow, but requiring someone to fill out a CRM update form and sign a contract when you're still at the estimate / quote stage doesn't really work for a lot of businesses.
- 5FLOWS: Signature needs to also have document. FLOW data should also be saved to Client record.So, right now if you use the FLOW step of esign document, what gets saved as the FLOW data is just the signature image. There's no record of what was actually signed. This is useless. The client has no record of what was signed off on. I have no record of what was signed off on. Just some nebulous thing was signed.Additionally, it would be nice to have that document get saved to the client profile so it's centrally available and we don't have to dig around trying to find the client's contracts and stuff.
- 34Have signed contracts be viewable in the client's recordAs it is now, you have to drill down to contracts, then find the one for the client you want. The contract should ideally be viewable in the client's record.
