• 1
    Customize the reporting widget
    6 months agoopen0
    Would love to be able to set what the default view is. I'm less concerned with how many people are in my CRM and more concerned with how many tasks are due. Others might prefer to default to billing or whatever.
  • 1
    Limit Start Page/Widget viewing times
    6 months agoopen0
    Custom start pages or widgets can be used as a way to communicate features or promotions for clients when they log in.We can limit the number of times they load for each client or circle. Example limit to 4x or stop on a specific date.Much like the feature update notifications, we receive from suitedash
  • 8
    More Dashboard Widgets
    6 months agoopen0
    - custom blocks (similar to portal pages) - embeds - project tasks - forms (work requests) - conversationsIt would be great in particular to have at least the same custom blocks that we have in the portal pages.This will resolve the need to have a 'start page' where I want to add my own text.
  • 6
    Project Widget for Dashboard
    6 months agoopen0
    Having more options to customize the main client dashboard would be great, especially when it comes to project progress. Having individual windows that link to projects and show the pie chart on the main dashboard could make that page more useful.
  • 72
    Work Request Widget
    12 months agoopen0
    A widget for the Dashboard that could be designated for Prospects and/or Clients that would enable the quick/easy submission of Work Requests