Tag: system building
- 2Send recieve emails before creating client an accountIdeally 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 exi... Read more...
- 3Assign Questionnaires link Directly to ClientBuild 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.
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- 1Add New Folder option for Media directoryHaving 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 pa... Read more...
- 1Overall search functionalityIt 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 ... Read more...
- 1Time Blocking? Internal Meetings?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 imp... Read more...
- 5Default CRM Sort OptionInstead of companies being sorted by the last added company, allow to define a default sort such as alphabetically by company name rather than doing manually each time
- 9Dynamic Fields for Roles and Name of pagesIn 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... Read more...
- 5Phase TemplatesThis feature would allow you to craft templates based on specific portions of a project and then add them seamlessly to existing projects and workflows. Perfect for add-on services and continuing the ... Read more...
