For Completed tasks we have the option to Show or Hide them. If we choose to show them, they stay in the main list and there is no way to sort the list by task status. Is there a way for completed tasks to show in a list below the uncompleted tasks so that we still can access/view them - but they will also be "out of the way" of the current tasks?
This would be a contact type different than Client/Prospect/Lead but would list vendors: people/companies that you buy good or services from.It should be something that lists basic contact info, but would also allow us to add what we paid them for and Mark/Connect as an option, to a specific project. We should be able to decide to let client see that purchase or not/bill the client and up charge if need be, and there should also be a way to send a bill to a vendor. That way, we could generate expense reports for the end of the year for our business.Sample Uses:
-I buy supplies for my business, I track that as an expense, upload a receipt, and use the store as a vendor.-I buy a plug-in for a client project. I track that company as a vendor, connect the expense to my client’s project. They see and are billed for the plug-in.-I sub-contract a part of a clients project to a third party. The third party is a vendor. I give them access to the task they are part of. On my end, I see how much they charged me, but in the clients end they see what I am charging them for it (usually slightly up charged from sub-contractor).In reports, I can do expense reports, reports by expense type, vendor, etc.I should also be able to add vendors to circles and message them from within the system.
Didn’t see any type of security field for forms we can embed into our sites. This would be helpful against spam. ReCaptcha is preferred, but if that isn’t possible due to it being embedded, then even the math one like you have on this feature request page would be something.
To prevent double data entry, I would like to be able to create tasks in a proposal. Then, once the proposal is approved, a project is automatically created and they automatically become tasks of the project (with the ability to add more tasks to it). This would help with work flow and data entry.
It would be helpful to add an option to write the time for a given note (with a quick link or check box to add current TimeStamp to it). This would got next to the Date of the note - this would really help with multiple notes on a given day.
It would be helpful if there is an easy way for a client to print out an "Account Statement" showing all payments within a given time period (editable by client) as well as default options for "Last 30 Days, Last 60 Days, Current Year, Previous Year). A lot of clients need this info for taxes - not sure if something like this is already possible in SuiteDash? IT would be a reports tool for the clients to use.
until 2-way sync is possible, it would be helpful to have an iCalendar IMPORT feature - that way we can import feeds from other calendars into our SuiteDash Calendar and it would just mark those events as "busy" into the calendar so they are unavailable for appointments to be booked during those times.
It would be great (maybe similar to notes) to have a place not visible to the Client, but where we can put in Login and password info the client gives us for a variety of things:Hosting Accounts / FTP Servers / Website Logins/etc. This would definitely need to be a secured area (maybe require user to enter their password again to view) as it would be holding sensitive info.
My last CRM (Ultimate Client Manager) allowed me to specify a processing fee for certain payment methods (I added 3% to PayPal payments). This would show up in the payment options and would automatically be added if they selected that specific payment. As a small business, this helped from absorbing the cost and it did lead more clients to pay via check (with no processing fee). I would love to have this enabled in SuiteDash as well! Basically under payment options, we would select how much of a processing fee (if any) to apply to that payment option and each payment option would have its own setting.
Hard to believe this isn't an option - but we need to be able to accept more than just online payments! Cash as well as a check payment (with the ability to write the check number for reference) really need to be implemented into SuiteDash - not sure how to track those payments until this is aded?