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.
Right now you can create a page for clients and create a direct link for that page directly on their menu (perfect!). However, when you do that, the "Pages" link also appears on their menu with a tree list showing the page again (redundant). It would be helpful if we can add a direct
Page" link to a client menu, but not show the "Pages" menu link.
While there are several field types for the Custom fields, it would be good to have an "encrypted field" that would have the show/hide features so that we can create a custom field for clients to put CPANEL passwords/etc. in. It would give them a little more piece of mind if it is kept hidden once they type it in.
Be able to use the same custom fields from content to invoice. For example the company "xxxxxx" has the custom field "vat_number" and its value "99999999", this idea want you to be able to use the value of the "vat_number" custom field on invoice without need an other custom field for invoice .
Subscriptions need a reminder mechanism, instead of blindly charging clients who forgot about the very first invoice. A toggle for which clients would receive the email, and ability to edit the emails like the other email templates.
I would love to be able to customize the font family and size all over the platform. Customize typography for Portal Pages, Forms, Menus, Emails to name the most important sections. Having this feature would help us match the style of the platform with the company.
On tasks, add a thumbnail image, user own stock image or image they upload.On Trello, I upload icons or stock photos & images and in the task call them icon XYZ, banner XYZ or stock image XYZ so I can quickly find the task/comm thread visually without need to read.Saves an awlful lot of reading when its a sea of text on the screen on very large projects (construction site).Then for tasks that are not live yet, I might hide the thumbnail/banner image until they become live so my focus of view is funnelled in what I use ... being the board admin, coordinator and main user (plus, I pay for the subscription ... to other users on my account, its my board so its my way lol).
Currently, the header for invoices that are sent to clients using the generated link (without being logged in) use the color of your buttons as a background with the logo in front of it.For users that have customized the branding of their portal to be built around a black logo with light colored backgrounds it just looks bad.This background should draw it's color from the Sidebar Logo Background under Platform Branding that users have already verified looks good with their logo rather than from a generated color that is based off of their main background color.This change should be easy to make and would result in an improvement of SuiteDash's UI.
I love that SuiteDash can be translated into other languages, but I run two organizations that both need it translated into another language (Romanian). Could you make either predone or community-based translations for SuiteDash? It would help our process a lot.