• 6
    Allow Duplicate Registration
    6 months agoopen0
    We have prospects automatically setup via Zapier whenever someone messages us on our messaging platform. Later, if these prospects decide to signup, they are unable to do so because SuiteDash tells them that their email address is already taken. I suggest removing this restriction, and automatically upgrading (merging/overwriting) prospects as clients when they register with a client form. Hope this makes sense :)
  • 2
    Auto Convert Leads to Prospects
    6 months agoopen0
    I understand the value in the three roles, however, this creates extra work. I suggest a way for leads to automatically be converted into prospects if they try to register via the prospects form, or into clients if they register via the clients form. At that point the system would email them a welcome email, and upon login, auto convert them into a client.
  • 2
    Send a Contact a Form
    6 months agoopen0
    It would be useful to be able to send a contact a form both manually as well as automatically depending on what item/service they are purchasing. It would be a huge help if we were able to view all of a contacts forms on their contact page too :)
  • 1
    custom css for invoices
    7 months agoopen0
    I noticed there wasn't any custom css section for invoices. I need to change the hyperlink colors as they are hardly visible, and completely invisible when visited.
  • 1
    Change Login Logo Destination URL
    7 months agoopen0
    Since the login portal can't be embedded into a custom page, I'd like to set the login logo to forward to my home page. Right now if you click the logo it just refreshes the login page which is kind of useless. I'm not aware that this can be accomplished via custom css. Thanks!
  • 10
    Add Accept Terms & Conditions to forms
    7 months agoopen0
    It would be nice to be able to add an "I've read and accept the terms and conditions checkbox to to forms.
  • 4
    Products and Cart
    7 months agoopen0
    I don't know how this would work, maybe by webhooks tied to both registration and invoices somehow, or even a dedicated products section, but I'd like to be able to create buy now buttons that would automatically have a customer register and send an invoice depending on what product or service they are buying.
  • 1
    Dual Login Buttons
    7 months agoopen0
    Change the custom label and it's custom url to dual buttons mode. This way we can have a client portal login button and an app login button side-by-side.
  • 3
    Email Font Size
    7 months agoopen0
    I would love to be able to further customize the email format to better match our other email systems. For example, change the email body font size.