Tags are already a SuiteDash feature.However, let's say you add a tag called "New-Customer" to 20 of our customers in the CRM.But you decided you would rather this tag be called "New-Client."Right now, the only way to change it on all 20 clients is to edit each one individually, delete the "New-Customer" tag and add the new "New-Client" tag. There is no way to rename the "New-Customer" tag to "New-Client" so that it applies to all 20 clients.In my eyes, this makes the tag feature unusable. I keep my data organized and structured. Without the ability to centrally manage tags, making any edits to tags is painful manual labor that takes a lot of time.
I need a way to setup a group of projects that can be applied to a client. I need to create 6 or so project templates that will be applied to every single client. Having to create all 6 projects from their templates for every single client is going to be cumbersome. Thanks!
I just realized that the SuiteDash system didn't allow for this and now I'm bummed.I need to embed a calendar on my website for people that aren't prospects or clients to be able to schedule an appointment with me.For instance, they may have stumbled across my website, but before they sign on as a client they would like to schedule an appointment to meet with me and see if we're a good fit for them.Right now, only prospects and clients can schedule appointments and they can only do so when logged into the portal.This is too much friction. We need to be able to embed a calendar right on the website to make it easy for anyone to schedule an appointment. Dubsado and Acuity allow for this. Why not SuiteDash?
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