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 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.
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
Build unique questionnaires with DPP, custom text fields, checkboxes, and required sections to gather all of the client’s information you need and link it into clients' forms folder.
Having an add New Folder option for Media directory will allow organizing of media used in building and updating the portal pages. This file structure would be visible when adding media to a portal page.
It would be good if you could search in the main page. Right now you have to open the Files section or the My tasks section. This is not how it should work. Users should be able to search right away from the Dashboard.
Maybe I missed it, but I don't currently see an easy way to create a block of time in my calendar (or staff's calendar) for a specific type of task or work focus. Time blocking is a common way to improve productivity and avoid distractions.What about internal meetings between staff? I don't see a way to do that either.
