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.
When using the beta Translations feature, I use the term "Agreements" as opposed to "Contracts" so my customers will be presented with a more friendly interface and terminology. The words we choose in the "Translations" feature remain constant throughout the platform, BUT, unfortunately, the word "contract" is still in the slug. Can we customize the URL to match our Translations word choice?
The existing SuiteDash tabs are functional but do not always match with the clients sector or intended use by admin. More customisation here will improve branding too. When a client views the language they are used to then portal usage is likely to increase.
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.
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
Since the login portal can't be embedded into a custom page, I'd like to set the login logo to forward to my home page. Right now if you click the logo it just refreshes the login page which is kind of useless. I'm not aware that this can be accomplished via custom css. Thanks!
Change the custom label and it's custom url to dual buttons mode. This way we can have a client portal login button and an app login button side-by-side.
