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.
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.
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?
It would be great if you could customize menus by circle. Have an new-client circle, for instance, that only shows a very basic level of navigation. Then once they complete a particular flow, it moves them to full client status and the full menu opens up for them. And yes, I realize that you can create an onboarding flow, but requiring someone to fill out a CRM update form and sign a contract when you're still at the estimate / quote stage doesn't really work for a lot of businesses.
In order to provide a full white-label experience, there should be the ability to change the name of roles (in order to fit many more different industries) the same way we can change the name of pages.Also, implementation of dynamic fields so that they match the name of the pages on the menu.For example, if I change the name menu from 'Projects' to 'Applications' or 'Estimates' to 'Quotes' the rest of the platform continues to use the native labels.Which can confide clients when the menu says one thing, but then notification emails and section has a different label.