• 1
    Comments on Files
    4 weeks agoopen0
    Some customers want to add comments and notes to the files we upload to their shared folders. They would contain internal information which could be accessible at a client / circle level.
  • 1
    FLOW Audit trail
    4 weeks agoopen0
    Just like contract, pls have an audit trail for flow. Also is there a possibility to have second signature capability?
  • 3
    Learning Management System
    4 weeks agoopen0
    It would be great if this has Learning Management system, with quiz, score , certification, notification
  • 1
    Bulk assigning projects/tasks to Clients
    4 weeks agoopen0
    select multiple contacts and apply project profile, FLOWs, to dos in bulk (instead of one by one)
  • 1
    Single Contact Link Multiple Companies
    4 weeks agoopen0
    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.
  • 1
    Merge Tag Support
    4 weeks agoopen0
    Please add merge tag support eg. [firstname] [lastname] etc. to the CRM so we can easily merge customer data with third party forms.
  • 1
    Customize forms (Design)
    4 weeks agoopen0
    Ability to customize the design of forms: changing the background, fonts, colors, etc. to match the branding of the rest of the platform/portal.Would be great if the branding settings we applied globally also reached to forms automatically.
  • 2
    Email Personalization for Marketing
    4 months agoopen0
    Be able to use variables like First Name or Company name in emails. For marketing emails I would like to be able to send out an email to 1000 people and have it automatically insert their first name in the subject line AND the email body. Like: Subject: Hi Steve! And Body: Dear Steve, Or Subject: About {companyname]Just like with SendFox or any other marketing email service.
  • 3
    Tracked Time Report by Teammate
    4 months agoopen1
    When teammates (VAs) track time across tasks, there is no easy way to see how much they have worked. As it stands, each task they worked on must be found and the tracked time added up manually.Make it so we can run a report to see total time worked per team member/teammate based on a date range.
  • 2
    Send recieve emails before creating client an account
    4 months agoopen0
    Ideally I would like to send a welcome email once a prospect becomes a client. As of now if I import my leads I am unable to talk with them inside the system unless they have an account. (Same for existing clients). Example if before I sent you this email... How would you respond if you got an email saying can you login here first to read the email message I want to send you? and you are just a prospect at this point.If i talk with you on another platform... you become a customer...and then I create you an account none, of my previous conversations are transferred over to the crm either.It's seems difficult to communicate with someone unless they have an account even by watching videos on marketing emails it's more of just send out but do not any two way communication.It would be great to send out emails to members that do not currently have an account then we can create an account as needed