to have a client landing page where they can easily view - outstanding contracts to be signed, outstanding invoices, any forms they need to complete. At the moment I am using the tasks to direct them to the right section and I think it is very difficult to understand for someone who is new to the system. A landing page with everything on it would help the client experience massively.
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.
Best would be the ability to integrate with GCal to update availability, but if not, I'd want to be able to update my availability on a daily basis to avoid double-booking, without having to modify the defaults out into the future
This would be a contact type different than Client/Prospect/Lead but would list vendors: people/companies that you buy good or services from.It should be something that lists basic contact info, but would also allow us to add what we paid them for and Mark/Connect as an option, to a specific project. We should be able to decide to let client see that purchase or not/bill the client and up charge if need be, and there should also be a way to send a bill to a vendor. That way, we could generate expense reports for the end of the year for our business.Sample Uses:
-I buy supplies for my business, I track that as an expense, upload a receipt, and use the store as a vendor.-I buy a plug-in for a client project. I track that company as a vendor, connect the expense to my client’s project. They see and are billed for the plug-in.-I sub-contract a part of a clients project to a third party. The third party is a vendor. I give them access to the task they are part of. On my end, I see how much they charged me, but in the clients end they see what I am charging them for it (usually slightly up charged from sub-contractor).In reports, I can do expense reports, reports by expense type, vendor, etc.I should also be able to add vendors to circles and message them from within the system.
It would be helpful if there is an easy way for a client to print out an "Account Statement" showing all payments within a given time period (editable by client) as well as default options for "Last 30 Days, Last 60 Days, Current Year, Previous Year). A lot of clients need this info for taxes - not sure if something like this is already possible in SuiteDash? IT would be a reports tool for the clients to use.
It would be great (maybe similar to notes) to have a place not visible to the Client, but where we can put in Login and password info the client gives us for a variety of things:Hosting Accounts / FTP Servers / Website Logins/etc. This would definitely need to be a secured area (maybe require user to enter their password again to view) as it would be holding sensitive info.