Individual project manager should not be allowed to see the full list of clients of others even they are all employees of an organisation. Moreover, a project manager could be a contractor hence external people.
Suitdesh going to provide quote/proposal, offer, deals and contract, it will be amazing if we get Sales Pipeline view for all proposal and deals till contact,
Easy and clear sales funnels allow you to control your sales pipeline from one responsive field with board, calendar, and conversion views. With the help of different views and filter tools, you can precisely analyze your progress and determine your next best step for success.
I need to be able to link a single contact to multiple companies. I am using SuiteDash in Company First Mode as I have many clients that have multiple "accounts" with me. So I need to be able to create a separate company for each account and then assign the same contact(s) to each company. Therefore, multiple companies might have the same primary contact. I then need to be able to assign a flow to a specific company rather than a contact. Also, many times there are two contacts for one company. I need to assign an update form to a company so that either contact can complete the update form for the company. Hopefully there is a good workflow for all of this because this will make SuiteDash the perfect solution for my business.
I require my clients to complete prep-work before our VIP intensive days. I need to give them 4 weeks to complete.Right now, I'm limited to giving them 1 week to complete their prep work, and that isn't long enough.
Hi thereI wonder if it is possible to add some bulk action settings to the client files management section. Awesome, if you could set a recurring folder deletion time frame, e.g. 3 months. Thus all client folders (plus the respective files in these folders) would be deleted automatically after e.g. 3 months have passed since the folder has been created. This would help to unclutter huge client folder portfolios and save some broadband. Plus admins would not have to do it manually... which is quite some work if you have hundreds or thousends of clients.Is such a feature on the dev road map? If not, could you please add it. I would super much appreciate it... :-)