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.
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 pre-fill out an order form and "pay" their invoice, but the charges will not go through until the 1st of the next month.
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 a user has filled out would appear. Lastly, we'd like to have an option to be notified when a user updates one of these fields, and which one they updated.
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.
Ideally you have fewer required fields by Suitedash or customize which fields are required. We have clients that do not want to collect First Name, Last Name as it could be PHI if tied to details like their health information. As of now you require collection of First Name, Last Name and Email.You do have the ability to change the name of one of the fields on the external facing form but when the information comes in, you can't customize the field name. So for example, I changed "Last Name" to "Phone Number" but when the phone number is submitted by the person it is stored in the "Last Name" field.Ideally you can change the field type name and value internally and externally.