It would be useful to have triggers and actions available for project templates instead of actively generated projects only. For example, we'd like to set up certain reoccurring actions such as emails upon closing a project....
We'd love to be able to use the client's avatar as a merge tag for our review software! eg *|AVATAR_URL|*...
I'd love to see a way to delay the reoccurring subscription start date without editing a draft. For example, if I want all subscriptions to start on the 1st of the month, like an enrollment period. If it's not the first, then customers can still...
Separate "Other Info" sections that users can update from inside their profiles based on where the info was originally sourced from. For example, a heading "intake form 1" then the fields for that form, "intake for 2," if applicable, etc. Ideally, only the forms that...
We'd love to see modern image and document thumbnail previews in the client files area. Going solely by name is rather difficult for our clients to find certain images....
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