First Quarter, 2020
Drag/Drop Page Builder
A step beyond the traditional WYSIWYG (What you see is what you get) editor, our upcoming SuiteDash Page Builder will empower even the newest of newbies to build clean & attractive Pages for Client Portals, Knowledge Base Pages, or even… hint, hint, Website Pages 🙂
LIVEThis feature is LIVE, but still being refined based on feedback from customers
Build pages with easy Drag/Drop
Work from pre-built Templates to save time
Use dynamic data from Projects, Invoices & CRM
Share the Pages you create with the SuiteDash community
Use SuiteDash to power your company’s website? (see below)
Onboarding & On-Demand FLOWs
With ‘FLOW’s or ‘Facilitating Logically Organized Work’, you will be able to create a multi-step FLOW that can include a custom series of ‘FLOW Steps’ that can include steps that require the completion of a custom Questionnaire Form, requests the upload of files, offers the download of files, displays policies & requires a check to agree, or even a step that requires a contract eSignature.
FLOWs are designed to save you MOUNTAINS of time/hassle and streamline your back/forth with Prospects & Clients. You define the FLOW steps, you define the Actions (pre-built) that are triggered at the completion of each FLOW step, etc… and when that FLOW is completed by your Prospect/Client, you’ll have all the data, files and information you need to get right to work!
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
Create multi-step FLOWs that can include a series of customizable ‘FLOW Steps’
FLOWs can be created as an ‘Onboarding’ type or as an ‘On Demand’ type
Create a single step FLOW or make as many steps as you need!
At each step, trigger an action or set of actions based upon that step’s completion
The FLOW Dashboard will tell you at all times where a particular Client is within the FLOW
The data collected from the FLOW will be stored in the appropriate FLOW Folder
Support Tickets
You’ll be able to dump that monthly subscription for whatever Support Ticket system you’re using and direct your Clients/Customers to your fully branded Help Desk, powered by SuiteDash.
You will be able to fully customize the ‘Support Request’ form and both you and your Clients/Customers will be able to view all tickets and the history of all tickets. When your respond, they will receive an email notification with your answers, and for the ultimate convenience, they can just reply to that email to send back an answer, and their answer will be properly logged in the ticket… and the same for your Support Staff.
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
Fully White Labeled Help Desk to support your Clients/Customers
Clients can login and view a history of support requests
Clients can simply reply to email notifications to respond with answers
Support Tickets can be converted directly into a Project, Estimate or Invoice
Admin side will include ‘canned responses’ to easily respond with pre-built answers/replies, tags, etc… for ease of use
Appointment Scheduling Toolkit
We’ve been laying the groundwork for this feature for quite some time!
The Appointment Scheduler will allow your Prospects or Clients to view availability, and easily schedule a time slot. That time slot will then show as an Event on both your Calendar and on the Calendar of the Prospect/Client.
And, to really power up the possibilities, you will also be able to assign Automated actions that would be triggered by the scheduling of the time slot.
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
Prospects / Clients can easily book a time slot
Each Team member can easily set their availability
Setup useful Automations that are triggered by the booking
Automatically send emails & grant File access after booking
Connect your Google Calendar to sync booked Events
Customizable Client Dashboards
You’ll have the ability to create a custom Dashboard for each Client if you choose, or create a custom Dashboard that can be assigned to a Circle of Clients. On these Dashboards, you’ll be able to customize the layout, deploy a series of widgets, progress trackers, etc..
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
My Tasks Widget
My Invoices Widget
Shared Files & File Upload Widget
FLOW Progress Meter
Project Progress Charts
Google Sheets Integration
Get ready for the ultimate in real-time data!
Imagine controlling all of the data that your Clients see from one easy to edit spreadsheet. When you connect the Google Sheets integration, you’ll be able to update data fields using all the power and flexibility of Google Sheets, and those changes will be instantly reflected SuiteDash’s Dynamic Data Fields.
The integration will automatically map the rows and columns to match your clients and custom fields, leaving you only the satisfying experience of updating client data in one place, and having that data Automatically updated in each one of your Client’s Portals.
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
Enables real-time data into your Client Portal
Update Dynamic Data Fields directly from a Google Sheet
Automatic mapping of rows and columns to match your Clients and Custom Fields
Connecting your data fields to the power of Google opens up endless possibilities, integrations, and connections with real-time data streams
Enhanced File Sharing Capabilities
Our File Sharing toolkit is quite robust, but this update will take it to the next level.
Enhanced functionality will include thumbnails for all image files, a built-in PDF reader, the ability to add descriptions and comments to files, and the logging and notification of when Clients View and/or Download files.
Additionally, you will enjoy what we call Folder Structure Profiles, which will allow you to pre-build entire folder/file structures, and apply the appropriate Profile to the appropriate Prospects or Clients as they are added to the platform. This will give you the power to replicate the same folder structure in every new Prospect or Client’s account as needed. And, because you can create multiple Folder Structure Profiles, you can apply the appropriate Profile as needed to the appropriate Prospects or Clients.
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
Thumbnail previews for image Files
Descriptions / Notes / Annotations for Files
Logging & Notifications when Files are viewed by Prospects/Clients
Built in PDF document reader
Folder Structure Profiles lets you pre-build a folder & file structure that can then be applied to any new Prospect or Client
Customizable Reports
Slice and dice your data from every angle. Choose time frames and variables from an intuitive interface, and get back your data in the form that you need it. Export to CSV or PDF from there.
ACTIVE DEVELOPMENTThis feature is in ACTIVE DEVELOPMENT
Reporting Tool with User Defined variables
Parse data from Clients, Projects, Billing, and more!
Export data to CSV or download in PDF format
XERO Integration
A step beyond the traditional WYSIWYG (What you see is what your get) editor, our upcoming SuiteDash Page Builder will empower even the newest of newbies to build clean & attractive Pages for Client Portals, Knowledge Base Pages, or even… hint, hint, Website Pages 🙂
Build pages with easy Drag/Drop
Work from pre-built Templates to save time
Use dynamic data from Projects, Invoices & CRM
Share the Pages you create with the SuiteDash community
Use SuiteDash to power your company’s website? (see below)
Advanced CRM Search Tool
A step beyond the traditional WYSIWYG (What you see is what your get) editor, our upcoming SuiteDash Page Builder will empower even the newest of newbies to build clean & attractive Pages for Client Portals, Knowledge Base Pages, or even… hint, hint, Website Pages 🙂
Build pages with easy Drag/Drop
Work from pre-built Templates to save time
Use dynamic data from Projects, Invoices & CRM
Share the Pages you create with the SuiteDash community
Use SuiteDash to power your company’s website? (see below)
Real-Time In-App Notifications
Email notifications have always been at the heart of how Team members and Clients are notified when new items are assigned to them or updates are made and their projects. But, email can be overwhelming and many are looking for ways to reduce “Inbox Overload”.
Real time In-App notifications will solve this issue by giving each user the option of turning off email notifications, in which case they can rely solely on the in-app notifications. When they login, they will be able to see all the notifications that were triggered for them during the time since they were last logged in.
Receive real-time notifications when Events or Actions occur
Each user has the option to turn off email notifications to reduce inbox clutter
Each time a user logs in, they will be able to review their notifications to get a sense of what has taken place since the last time they were logged in
Users will be able to ‘Mark as read’ and/or delete notifications so they can easily know which notifications are new and which they have already seen
ACH Payments via Authorize.net
A step beyond the traditional WYSIWYG (What you see is what your get) editor, our upcoming SuiteDash Page Builder will empower even the newest of newbies to build clean & attractive Pages for Client Portals, Knowledge Base Pages, or even… hint, hint, Website Pages 🙂
Build pages with easy Drag/Drop
Work from pre-built Templates to save time
Use dynamic data from Projects, Invoices & CRM
Share the Pages you create with the SuiteDash community
Use SuiteDash to power your company’s website? (see below)
3rd Party “Collaborator” Role
Traditional business logic is typically centered around a two-sided structure with the business on one side and the Client on the other.
However, there is a growing breed of businesses that have a more complex structure that more closely resembles a triangle, or a three-sided structure.
The new “Collaborator” role is intended to serve this new breed of businesses via the creation of a new type of User that will be given very limited access and visibility based on the settings enabled by the Admin. For example, you may create a new Collaborator user and grant that user visibility to see a particular Client or Client’s profile, uploaded files or form submission data. The Collaborator then would be able to assess that Client and the Client’s data complete their side of however the business logic is configured.
The plan is to continue extending the functionality and features related to this Collaborator role based on feedback from our customers
Extend the possibilities beyond a two-sided business logic
Allow a 3rd party Collaborator access to a Client(s) data on a strict permission only basis
Collaborator role has no visibility or capabilities in the Portal unless specifically granted by the Admin
Enables a three-tiered business logic popular with many of today’s platforms
“Super-Client” Role
There are times when businesses deal with a Client company that has multiple offices or locations, and his presents an issue if the “home office” wants to have visibility and access to Projects or other assets that are in the works with one or all of their sub-offices or satellite locations.
The “Super-Client” role is intended to serve in these situations to enable a single user or multiple users to be selected as the ‘parent’ Client(s) of some set of other Client(s).
A Super-Client will be able to function exactly like a typical client, but they will additionally have access and visibility to all the Projects, Files and other Portal Content that is permissioned to their ‘child’ Clients.
Enables an efficient organization structure when working with a multi-location Company as your Client
The Super-Client we’ll have permission and visibility of all their assigned child-Client projects, files, invoices, portal content, etc…
Website Builder Tool
Imagine that you can map your Top Level Domain to your SuiteDash account, and using our website builder tool, you’ll be able to build your actual website at https://yourdomain.com
Now, imagine that on that website (powered by SuiteDash), you can display your Intake Form (powered by SuiteDash) for interested prospects, which will feed directly into your CRM (powered by SuiteDash), which will then trigger a set of follow-up Events on your Calendar (powered by SuiteDash) and also add that prospect to an Email Marketing List (powered by SuiteDash) and trigger a follow-up Drip Campaign (powered by SuiteDash).
And, also imagine that on that website (powered by SuiteDash) is a File Upload widget (powered by SuiteDash), and a Support Request form (powered by SuiteDash), and a variety of other pre-built Integrations (powered by SuiteDash).
And finally, imagine that on that website (powered by SuiteDash), there is a login form, and if a Staff member logs in, they see an entire suite of productivity and collaboration tools (powered by SuiteDash). But, if a Client logs in on that login form, they see a fully customized Client Portal (powered by SuiteDash).
Power your website itself using SuiteDash’s powerful tools
Seamlessly and simply integrate your Intake Forms, File Uploads Tools, etc…
You, your Staff & your Clients all login using the website’s Login
When Staff logs in, they will see the SuiteDash platform with collaboration/productivity tools
When Prospects/Clients login, they will see their own unique Client Portal and content
No more ’embedding’ widgets on your website, no more integrations, no more complication
All of SuiteDash’s integrated tools/forms will be easy to place into the SuiteDash powered website. THIS IS THE FUTURE!
Additional Features
Our development is always directed by our Customers, and their ‘boots on the ground’ needs. We are always listening, aggregating these needs, and molding the direction of SuiteDash to fit those very real needs.
Availability in Contact’s profile of a BCC email address, which you can then include in Client email conversations to ‘record’ emails to Clients in their CRM Profile
Ability to create a New Task in a Project by simply sending or forwarding an email to a coded email address
Ability to import bulk Items into the Billing/Invoicing Tool
Major Improvements to the Translation Functionality
Second Quarter, 2020
Keep an eye on this page for Roadmap Updates
SuiteDash’s future development is very often directed by the feedback from our many customers!
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