# Updates Log :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing *Source: https://suitedash.com/updates-log/* > Updates Log :: Client / Customer Portals are 100% White Label Branded with your Logo, Colors & URL :: Project Management, CRM Functionality, Estimates & Invoicing, Time Management, Client File Upload, Tasks & Reminders and more Updates Log :: SuiteDash :: White Label Client Portal Software, CRM, File Sharing, Project Management, & Invoicing [Free Trial](https://suitedash.com/free-trial) [Login](https://app.suitedash.com/) ## Updates Log September 5th, 2026 Live ##### A.I. // Agents - Meet Agents, your first A.I. powered workmates! An Agent is a digital worker in your account with its own avatar, its own voice, and an assigned human Manager. - **👍 A Name, a Face, and a Boss:** Give your Agent an avatar and a name your Staff and Clients will see, and name its Manager: exactly one real Staff member who answers for it. All actions are audited, so no anonymous automation, no “the system did it.” - **👍 A Voice, Not a Vote:** Pick its tone from your tone library and describe in your own words how it writes. Voice shapes only the words the Agent writes itself. It never touches a decision, and your Auto-Templates always fire exactly as you wrote them. - **👍 Assignment Is Permission:** An Agent runs the Skills you assign it and nothing else. There is no separate permission screen to learn, because the Skill list is the permission list. If it is not assigned, it is out of reach. - **👍 Choose How Smart Each One Is:** By default an Agent thinks with your account’s default intelligence and follows along when you change it. Or pin a specific provider and model to that one Agent, so the delicate work goes to the careful model and the high-volume work goes to the fast one. Your own key or the A.I. Usage Service Subscription credits, either way. - **👍 Put It Where the Work Happens:** Point an Automation step at it and it runs on any trigger you already use. Or attach it to a Kickoff Form so it works every submission as it arrives. - **👍 Pause It Like Any Workmate:** Pause an Agent and everything stops with nothing lost. Resume and it picks back up. Run History shows every decision it ever made, what it chose, and how certain it was. - **How to use it:** Connect your A.I. in Company Settings > A.I. Connections, add an Agent in the Agents section, give it a name, an avatar, a Manager and a tone, then assign it the Skills you want it to run. - **TLDR:** Hire a named A.I. workmate with a face, an owner, and a voice, that can only ever do the work you assigned it. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/675-ai-agents-and-skills](https://help.suitedash.com/article/675-ai-agents-and-skills)** ##### A.I. // Auto-Decision Skill - Agents make Auto-Decisions that would otherwise need a human review. Until now every Automation was deterministic, but there are often places where a human needed to be involved. - **👍 Judgment You Can Simply Write Down:** No formulas, no condition builder. Describe each situation the way you would explain it to a new hire and name the Auto-Template it should trigger. Decisions that rules could never express become automatable, because you are writing sentences, not logic. - **👍 It Only Opens Doors You Built:** The Agent chooses among Auto-Templates you pre-built and approved. It never invents a new path. The worst case is the wrong door, never an unknown one. - **👍 You Decide What It Can See:** Field by field, per Skill, using the same enable and disable sidebar you already know from webhooks and exports. Nothing new to learn, and nothing shared that you did not tick. - **👍 A Certainty Floor, So a Weak Match Never Fires:** Set how sure the Agent must be, anywhere from 50% to 99% (80% out of the box), and write in your own words what high, medium and low certainty mean for this particular Skill. When the best match grades below your floor, it does not guess. Your fallback Auto-Template runs instead, and the run is recorded with the reason. - **👍 The Same Reasoning Every Single Time:** Not “whoever was on shift.” The identical judgment runs at 3am on a Sunday and on the busiest Tuesday of the quarter. - **👍 Test It Before You Trust It:** Run a Skill against a real record and read what it decides, long before it is anywhere near a live Automation. - **👍 Works Wherever Automations Already Work:** Project complete, Task complete, Invoice generated, Form submitted, and the rest. No new trigger system to learn. - **How to use it:** In Company Settings > A.I. Connections, create a Decision Skill, choose whether it judges CRM Targets or Staff, list your situations with the Auto-Template each one triggers, tick the fields it may read, set the certainty floor and your fallback, then assign it to an Agent. - **TLDR:** Write one judgment call out in plain words, and your Agent makes it at every trigger, choosing only from the Auto-Templates you built. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/675-ai-agents-and-skills](https://help.suitedash.com/article/675-ai-agents-and-skills)** ##### A.I. // Wingman Mode - Not ready to turn on A.I. Automations? Not yet. Not without seeing what it is about to do first. - **👍 Nothing Fires Until a Person Says So:** With Wingman on, every decision on that Skill parks and waits. Not just the shaky ones, all of them. You are not spot-checking, you are supervising. - **👍 The Whole Case Comes to You:** The approval email carries everything the decision was built on: what the person actually typed, at full length, the record fields the Skill read, the files it looked at, the guidance you wrote for it, the option it picked, how certain it was, and its reasoning. You are never guessing what it saw. - **👍 It Shows You What It Ruled Out:** This is the part nobody expects to enjoy. Next to the pick, you see the options it rejected and why. Watching it eliminate the wrong FLOW with “only one market named” is the moment it stops being a black box. - **👍 Approve From Your Phone, or Overrule It:** One tap approves. Disagree and choose a different Auto-Template yourself. The review link is private and needs no login, it works exactly once, it belongs to that one reviewer, and a mail scanner following it triggers nothing at all. - **👍 Route It to the Right Person:** Choose the reviewers per Skill from your Staff list. Sales decisions reach the sales lead, support decisions reach the support lead. Not one inbox for everything. - **👍 Nothing Ever Gets Stuck:** A parked decision waits 72 hours. If nobody answers, your own fallback Auto-Template runs, and the email tells the reviewer that up front, so it is never a surprise. A parked Compose Message is the opposite on purpose: if nobody answers, nothing is sent at all, and you are told. - **👍 What It Saw Is Frozen:** If someone edits the record while a decision is parked, the reviewer still sees exactly what the Agent decided on, not a moving Target. - **👍 Skill by Skill, Not All or Nothing:** Wingman is set per Skill, so the routine one can run free while the one touching money stays supervised for as long as you like. Turning it off is one switch, and turning it back on is the same switch. - **How to use it:** Open a Decision Skill, turn Wingman Mode on, pick who reviews it from your Staff list, and save. Every decision that Skill makes from that moment waits for one of them. - **TLDR:** Let the A.I. decide and a human approve, until you have watched it be right often enough to stop. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/675-ai-agents-and-skills](https://help.suitedash.com/article/675-ai-agents-and-skills)** ##### A.I. // Compose Skill - It’s time to offload even more manual tasks from your workload! Any truly unique Message to a Client still needed a person at a keyboard, or fell back to a canned template that reads like one. - **👍 It Writes, It Does Not Just Choose:** Describe the situations and the tone in plain language. The Agent writes the real Message to that Client, not a fixed template with their name dropped into it. The prompt is the only thing that makes the same Skill a welcome instead of a thank-you. - **👍 Write the Prompt in a Real Editor:** The instruction box is the platform’s rich editor with the same data picker you already use, so you point at a piece of the Client’s information by name rather than describing it and hoping. Turn off Suppress Rich Formatting for a Skill and its Messages carry real structure too, headings, bold and lists, cleaned against a safe allow-list before anyone sees them. - **👍 It Sounds Like the Agent You Built:** The note is written in the voice you gave that Agent. Voice changes only how the Message reads, never what it decides and never what it tells the Client is true. - **👍 It Goes Out Under a Real Person’s Name:** Choose who it comes from: a Staff member you name, the Client’s own Coordinator, their Salesperson, or the Staff member the Agent answers to. If that Client has no Coordinator or Salesperson on file, it falls back to the Agent’s own person rather than going out unsigned. - **👍 It Holds Until You Trust It:** A brand-new Compose Skill starts with Wingman already on, parked for the account owner. Nothing reaches a live Client until you have read one and let it go. Trust is something you switch on, not something you forget to switch off. - **👍 It Knows When It Does Not Recognize the Situation:** Every run is scored on one question: does this match what your prompt described? Below the certainty floor you set, nothing is sent and you are told. It never invents a note for a case you never wrote about. - **👍 Nothing Sits as a Draft:** A note either sends or it does not. If a held note runs out of time, nothing goes out at all, and you hear about it. There is no half-finished Message parked in an inbox waiting for somebody to notice it. - **👍 It Only Reads What You Shared:** The Skill sees the Custom Fields you ticked for it and nothing else. - **How to use it:** In Company Settings > A.I. Connections choose Add Skill and pick Compose, write the prompt, tick the fields it may read, choose who the Message comes from, then add it to an Automation’s Compose step or select it on a Kickoff Form. - **TLDR:** Let your A.I. workmate write the actual Message, not just pick a template, under a prompt you wrote and a hold you release. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/675-ai-agents-and-skills](https://help.suitedash.com/article/675-ai-agents-and-skills)** ##### Office // Sales Rooms - A Sales Room is a personal mini-website for one prospective Client, on a single no-login link, that stays current for as long as the conversation runs. - **👍 Built for the Conversation, Not the Decision:** A Proposal asks a Prospect to say yes. A Sales Room keeps you both moving toward that moment. Lay out what you heard, what you see, what they see, and what you are offering, on one page you keep updating as the Deal develops. - **👍 A Place They Bookmark:** One unguessable link, no login, no account to create. Your prospective Client can come back any time to remind themselves what the details were and how to reach you, instead of digging back through a thread to reassemble it. Their information is current on every visit, so nothing you send goes stale. Update it anytime. - **👍 Set the Generator Up Once, Then It Runs Itself:** Build one Sales Room as your standard, the way you already do with Proposal Generators. When a Deal reaches the stage you chose, an Automation mints that Prospect’s own room and private link, with the dynamic details from your intake already filled in so the page is unique to them. The Generator’s “On Generation” Automations can email them the link without you touching anything. You can still generate one by hand whenever you want to. - **👍 One Room Per Prospect, Guaranteed:** A re-fired Automation never spawns a duplicate and never changes a link you already sent, so the address you gave someone in March still works in June. - **👍 Know the Moment They Look:** Turn on view notifications and the Staff you choose are emailed when their Prospect opens the room. The Generated Sales Room list shows each prospective Client, the room’s status, and when it was first and last viewed. - **👍 Revoke Instantly, Leak Nothing:** Copy the link, edit the room, or revoke it on the spot. Every dead link shows the same uniform “no longer available” page, so a revoked room and a room that never existed look identical to anyone poking around. - **👍 Your Brand, Your Builder:** It runs on the Proposal engine, with the same editor rail, the same Font Options, and the same customization CSS, so there is no new builder to learn and no foreign branding anywhere in it. - **How to use it:** Design a Sales Room in Office, attach it to a Generator so it mints automatically when a Deal reaches your chosen stage, choose who is notified on view, and let the Automation deliver the link. - **TLDR:** Give every prospective Client a personal mini-website that carries your understanding of the Deal, minted automatically and always current, on one no-login link they can bookmark. - Available NOW to ALL Thrive accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/678-sales-rooms](https://help.suitedash.com/article/678-sales-rooms)** ##### Appointments // My Own Meeting Link - An Appointment Calendar can now carry the Meeting address your business actually uses: a Doxy.me room, a Whereby room, a hospital Portal, your own fixed video room. - **👍 Your Own Room, No Connected Account:** Choose My Own Meeting Link beside Zoom, Google Meet, and Microsoft Teams in the Appointment Generator’s Auto-Create Meeting settings, and enter your address. It is the only option that needs no connected account. - **👍 It Just Flows:** The address prints automatically across confirmations, reminders, reschedules, cancellations, and the Calendar file the Client saves. The placeholder already sitting in your templates simply starts working, so there is nothing to edit, and an address carrying a query string arrives intact in every destination. - **👍 Belongs to the Business, Not the Person:** It is checked when you save, so a typo is caught on screen rather than in a Client’s inbox. It survives Staff reassignment, because it belongs to the company in a way a personal Zoom credential does not, and it rides along when you duplicate a Calendar. - **👍 History Stays Honest:** Each booking stamps the address onto that Appointment permanently. Correcting a Calendar later changes future bookings and never rewrites what an existing Client was already told. - **👍 The Client Sees It Before They Commit:** The booking confirmation step shows the meeting link, and it is finally labelled “Meeting Link” wherever it appears, rather than “Link to Zoom”. - **How to use it:** In your Appointment Generator’s Auto-Create Meeting settings, choose My Own Meeting Link and enter your address. - **TLDR:** Put your own fixed Meeting address on an Appointment Calendar, and every email tells Clients exactly where to go. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/676-my-own-meeting-link-for-appointments](https://help.suitedash.com/article/676-my-own-meeting-link-for-appointments)** ##### Support // Support Tickets Dashboard Block - Your open Support Tickets now live on the Dashboard where your day starts, so nothing waits for someone to remember to open the Support Tickets page. - **👍 Triage at a Glance:** Unassigned leads by default, so the first thing you see is the work nobody has claimed. Unread is a quiet weight change rather than a badge shouting at you, and your own configured Status and Priority colors come through exactly as they are on the desk. - **👍 Nothing Ages Out Silently:** A waiting flag tells you when someone is waiting on you versus when you already replied, and it turns amber, then red, as a Ticket sits. The block groups itself into Today and Older, so this morning’s queue reads apart from the backlog. - **👍 Work It Inline:** Change Status or Priority right on the row, filter exactly like the full desk, and open a Ticket in a slide-in panel to read the real conversation and reply with an attachment. Set a status here and it is set everywhere, because this is the same ticketing system and never a copy of it. - **👍 Everyone in Their Lane:** Clients see their own Tickets, in your Portal’s brand, read-only. The block follows the Support Tickets feature’s own plan and permission rules exactly, with no new permission system to configure. - **👍 Fast at Any Size:** Bounded to recent activity and a small preview, so a queue of a hundred and fifty thousand Tickets opens like a queue of ten. It works in dark mode and reflows to a single column on a phone. - **How to use it:** Add the Support Tickets block to a Dashboard from the Block Editor; it follows the Support Tickets feature’s own plan and permissions. - **TLDR:** Triage and answer your open Support Tickets right from the Dashboard. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/679-blocks-support-ticket-block](https://help.suitedash.com/article/679-blocks-support-ticket-block)** ##### Projects // Project Assignment Digest - When a Project is created from a Project Template, each person now receives a single email listing every Task that just landed on them, instead of one email per Task plus a separate Project-added notice. - **👍 One Email, Not Eleven:** Every new Task is listed in order and linked, in a single email per person per Project, so it gets opened instead of mass-deleted and they can start work in the same minute the Project is created. - **👍 A Single Task Still Sends a Single Email:** If a template gives someone just one Task, they get the same direct “you have been assigned this” email they always got. The digest only appears when there is genuinely something to collapse. - **👍 Yours to Brand:** The digest has its own entry in Email Templates, so you can word and brand it like any other notification. It arrives on your domain, under your logo, using the same card and stacked Task list as the digests you already send. - **👍 Real-Time Stays Instant:** The Bell, the Activity Stream, and mobile push still fire instantly, per Task. Only the assignment email is combined, and existing per-person notification preferences are still respected, so anyone who turned assignment emails off still gets nothing. - **👍 Your Sending Reputation Stops Absorbing It:** A run of near-identical Messages from one sender inside fifteen seconds is exactly the shape mail providers act on, and it is your domain that pays for it. One email is not that shape. - **How to use it:** Turn it on in Projects > Settings, under Project Assignment Digest. It is on by default for every new account. - **TLDR:** One tidy email per person when a Project Template assigns them several Tasks. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/78-project-settings](https://help.suitedash.com/article/78-project-settings)** ##### Reporting // Profit & Loss - Your Reporting Toolkit could tell you what you billed, what you are owed, and how old that debt is. None of those is the question you actually ask at the end of a month. - **👍 The Whole Picture on One Page:** Income, Refunds, Expenses and Net over a period you set, opening on the last full month. No export, no spreadsheet, no reconciliation between two Reports that were never counting the same thing. - **👍 See Where the Money Actually Went:** Re-cut the same figures by month, by direction, or by spending category. Uncategorised spending is shown rather than quietly folded in, so the total always adds up to something you can trace. - **👍 Know Your Real Margin:** Mark an Expense Category as a direct cost of earning revenue and the statement splits spending into Cost of Revenue and Operating Expenses, with Gross Profit between them. That is the earliest honest signal that work is priced too cheaply, and only you can make the call, because one firm’s travel is a job cost and another’s is overhead. - **👍 It Tells You What It Is Counting:** Money is counted when it moves, not when it is promised, and the Report says so on screen and inside every file it produces. One currency at a time, always named, never converted or combined, with a count of what the current currency is leaving out. - **👍 Honest When It Only Holds Half the Picture:** A business that genuinely spent nothing sees a plain zero. A business whose spending is all in another currency is told how many records it is not seeing. And a negative result is called a loss only when you actually took money in and spent more, rather than delivering a verdict on an account that has only ever recorded costs. - **👍 Take Re-Billed Costs Out of Both Sides:** Costs you pass through to a Client distort a period whenever the cost and the reimbursement land in different months, and nearly half of them do. One switch removes both together, so you can read the period as your own work. - **👍 Export It or Have It Delivered:** Spreadsheet or PDF, downloaded or emailed on a schedule, each file stamped with when it was prepared and carrying the same statement of basis as the screen. Grouped rows always add back to the ungrouped totals. - **How to use it:** Open Reports and choose Profit & Loss, set the period and currency, then group by month, by direction, or by spending category. To see Gross Profit, mark your direct-cost Expense Categories first. - **TLDR:** One page that tells you whether your business made money over any period, with your income, your spending, and the margin between them. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/665-office-reporting](https://help.suitedash.com/article/665-office-reporting)** ##### Reporting // Secure Report Delivery - A scheduled Report used to arrive as a plain email attachment: an unprotected file, forwardable in one click, sitting in someone’s mail archive long after the working relationship ended, with no way to expire it, revoke it, or know whether it was ever opened. - **👍 One Private Link Per Recipient:** Each person gets their own protected link with a real expiry that actually expires, optionally gated by an access code the platform generates for you rather than one you have to invent. A forwarded copy of the delivery email becomes worthless after the expiry date. - **👍 See and Control What Happened:** Watch per-recipient opens and downloads. Revoke for everybody or for one person, with immediate effect, when the recipient was wrong or the engagement ended. Bring somebody back later with a fresh link, while the record of the revocation stays. - **👍 Re-Send Without Re-Running:** Send it again to the one person who missed it, without regenerating the Report and without re-mailing everyone else. - **👍 It Reaches the People Who Have No Login:** An email address is enough. That is roughly half the recipients of a scheduled Report, and it is the group most likely to forward a document onward, so it is the group your controls most needed to cover. - **👍 Served From Your Own Domain:** Links are served on your business’s own domain using the Report’s own email template, with a download cap and notify-on-download alongside the expiry and the code. Available storage is checked before a Report is filed. Choosing the secure link is opt-in, and existing schedules keep sending attachments exactly as they do today. - **How to use it:** On a scheduled Report’s delivery settings, choose the protected-link method and set the security options (access code, expiry, retention). - **TLDR:** Deliver scheduled Reports as protected, expiring, revocable per-recipient links you can audit, instead of an open email attachment. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/665-office-reporting](https://help.suitedash.com/article/665-office-reporting)** ##### Reporting // Reporting Block Tile Expansion - The Reporting Block’s tiles could only show company-wide totals, so a Dashboard could not answer a question about one part of your business. - **👍 Aim a Tile:** Point a tile at exactly what you want to watch, like Unbilled Value for one Client or Hours Logged for one Project, and it shows that slice rather than the whole company. Build a row that is your pipeline, one tile per stage. - **👍 Ask What Something Is, Not Only How Much It Moved:** Every tile now states which of those two questions it is answering, so nobody has to guess whether a thirty-day “total Clients” tile means the total or the gain. It used to mean the gain, and there was no way to ask for the other one. - **👍 Click Through, Pre-Narrowed:** A tile takes the Report’s own figure for the person looking, and opens that Report already filtered to the same slice, so the Dashboard number and the Report can never drift apart. “That looks wrong” becomes evidence in a second instead of a request to somebody. - **👍 New Tiles to Watch:** Outstanding Receivables, Aging Buckets, Collection Rate, Pipeline Stage, Payments Received, and Unbilled Value join the block, each stating in plain words which question it answers. Weighted pipeline value uses each Deal’s own odds rather than the raw sum everyone privately knows is inflated. - **👍 Nothing You Built Changes:** Existing Dashboards keep the exact numbers they show today unless their owner changes the setting. Drop a tile, pick which one, done. - **How to use it:** On a Dashboard, edit the Reporting Block, add a tile, and choose the Report and the slice it should be aimed at. - **TLDR:** Aim Dashboard tiles at one Client, Project, person, or pipeline stage, each reading straight from the Report it opens. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/665-office-reporting](https://help.suitedash.com/article/665-office-reporting)** ##### Reporting // Sales Tax Report - A business that charges tax collects it on every Invoice, sees it on every Invoice, and then has nowhere to get the total. - **👍 Per-Tax, on a Cash Basis:** Collected, refunded, net, and paid, with a line for each tax carrying its name and rate together the way a return asks for it, counted when the money actually arrives. - **👍 Refunds Already Deducted:** Nothing to remember and nothing to reconcile. A quarter with a large refund in the middle of it comes out right the first time. - **👍 Collected and Paid, Never Blurred:** The tax you paid on your own costs sits beside what you collected and is never quietly netted against it, so both numbers stay separately answerable and ready to hand to an accountant. - **👍 Honest About the Edges:** The Report states its own basis. Where a tax has to be inferred rather than read straight off a record it says so, and part-payments and refunds are disclosed as estimates, so you always know exactly what you are filing. - **👍 Nothing to Set Up:** If you already charge tax, your numbers are there. No setup step, no new settings screen. - **How to use it:** Open Reports, choose the Sales Tax Report, set the period and currency, then group by tax or by month. - **TLDR:** See exactly how much tax you collected and paid over any period, one line per tax, ready to file from. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/665-office-reporting](https://help.suitedash.com/article/665-office-reporting)** ##### Reporting // Payments Received Report - Answering “what actually came in” and reconciling it against the bank used to mean exporting and cutting payments by hand. - **👍 Money In, the Way It Landed:** Every figure is measured against the date the payment was received, never the Invoice date and never the due date. A headline total, a payment count, an average, and a comparison against the prior period. - **👍 Only Money You Actually Hold:** Failed payments are never counted. Payments still processing stay visible but do not count toward the total, because that money has not arrived. Hand-recorded cash, cheques, and bank transfers count as the real money they are. - **👍 Reconcile With Confidence:** Group by gateway or by status to explain a mismatch against a statement. Status is a column and a grouping rather than a hidden filter, so a difference between this Report and your bank can be explained rather than guessed at. - **👍 Refunds Shown, Never Netted:** Negative amounts are surfaced as their own Refunds figure and kept out of both the total and the average, so a month carrying one large refund is never mistaken for a bad sales month. - **👍 Down to One Payment:** Switch to the individual-payment view to hand one Client a record of date, amount, method, and source. Totals never mix currencies, and the currency is always named on screen. - **How to use it:** Open Reports, choose Payments Received, set the period and currency, then group or narrow by Client, method, gateway, or status. - **TLDR:** See exactly what money came in and reconcile it against the bank, cut by Client, method, gateway, and status. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/665-office-reporting](https://help.suitedash.com/article/665-office-reporting)** ##### Reporting // Uninvoiced Time and Value Report - Billable work you logged and never invoiced was invisible, so earned revenue leaked quietly through a manual billing step nobody audited. - **👍 See the Money Waiting:** Unbilled hours, unbilled value, and the date of the oldest entry still waiting, grouped by Client by default because that is how you bill. The oldest-entry date is what turns a billing checklist into a leak detector. - **👍 Draft and Voided Count as Unbilled:** Time on an unsent draft Invoice still shows here, because a draft has never reached the Client and no money has been asked for. Time on a voided Invoice comes back too, because cancelling the document cancels the request. The paperwork state never hides the money state. - **👍 Prepaid Time Is a Choice You Make:** The Report carries a required prepaid-time selection rather than a silent default, and opens on exclude because Time Bank work has already been paid for. Because the choice is always on screen, you can never be looking at prepaid work without knowing it. - **👍 Follow It to the Evidence:** Re-cut the same money by Project, Staff, Task, or period, click any row to narrow to it, and open the individual entries you bill from and hand to a Client who asks. - **👍 Unattributed Work Is Shown, Not Hidden:** Work that resolves to no Client appears under its own label rather than an empty name, because work nobody attributed is exactly the work most likely to go unbilled. - **How to use it:** Open Reports, choose Uninvoiced Time and Value, set the currency and the prepaid-time choice, then group by Client, Project, or Staff. - **TLDR:** Catch billable work you logged but never invoiced, with the oldest waiting entry flagged so revenue stops leaking. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/665-office-reporting](https://help.suitedash.com/article/665-office-reporting)** ##### Work Requests // Per-Item Questions on Work Requests - On a free-form Work Request Form you can now decide exactly what a Client tells you about every Item they request. - **👍 Ask Per Item:** Open Configure Work Request Items and choose the questions Clients answer for each Item, in field kinds covering short text, long text, rich text, dropdown, multi-select, radio, checkbox, date, number, link, and file upload. Any of them can be required, and the message names the Item that is incomplete. - **👍 Answers Stay With the Item:** A request with five Items keeps five separate sets of answers, and a file attached to one Item follows it all the way onto its Task, so a screenshot travels with the piece of work it shows. - **👍 Stop Retyping:** Answers that correspond to real Task attributes become real Task fields, so due dates and types drive filters and Reports instead of sitting in text somebody has to read and re-enter. - **👍 Write Once, Reuse Everywhere:** The fields are defined once at account level and reused across Forms. They work for guests with no account on a public Form, with progress kept through a reload, and they apply to the service Items you predefined and to free-form Items a Client writes themselves. - **👍 Nothing Changes Until You Want It To:** Every field is off by default, so your existing Forms behave exactly as they do today. A Staff correction keeps the Client’s original answer beside it with who changed it and when, and renaming or removing a question never orphans what was already answered. - **How to use it:** On a free-form Work Request Form, open Configure Work Request Items and pick and order the questions Clients answer per Item. - **TLDR:** Collect structured, per-Item details on Work Requests, so requests arrive complete on the first submission. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/661-forms-work-request-form](https://help.suitedash.com/article/661-forms-work-request-form)** ##### Onboarding // One-Upload Logo Wizard - Upload your best logo once and the Logo Wizard generates your whole set of branding images plus a matching color scheme, then applies them in one click. - **👍 One Upload, Every Variant:** From a single logo it builds the wide logos, square icons, favicon and App Icon, document logos, dark-mode alternates, and composed backgrounds and social image, each correctly sized. If one piece could not be made you get a short plain-language reason in its place, never a broken image. - **👍 Fix One Piece Without Starting Over:** Not happy with one image? Re-run just that card, or upload your own replacement for that single slot. Only that one updates and everything else stays exactly where it was. - **👍 A Matching Palette, With a Live Preview:** It proposes Primary and Highlight colors drawn from your logo, and an Advanced panel opens four more. A small mock of your actual nav, top bar, avatar, and buttons sits beside the picker and recolors the instant you change anything, so you are never guessing from hex codes. A plain logo keeps things tasteful and neutral rather than inventing colors. - **👍 Nothing Changes Until You Apply:** The final step lays out exactly what you are about to apply, images and colors with swatches. One click applies the whole set at once, and every asset and color stays editable in your normal branding settings afterwards. - **👍 Walk Away and Come Back:** If a logo takes a while you can keep watching or close and be notified the moment it is ready. Reopen the wizard later and it picks up where you left off, with your in-progress set waiting on the review screen. - **How to use it:** Open your Platform Branding settings, start the Logo Wizard, upload your logo, review the generated images and colors, and apply. - **TLDR:** Upload one logo and get your entire branded image set and color scheme, ready to apply in a click. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [TBD](https://suitedash.com/updates-log/TBD)** ##### Onboarding // Starting Points - Starting Points offers SuiteDash-written example text on the fields you fill in as you set up, so a blank field becomes a ready-to-use suggestion you can accept or edit. - **👍 A Suggestion Where You Would Otherwise Stare:** An empty field shows an example you can use as-is, edit, or ignore. Start typing and the example disappears. Save an untouched field and nothing is stored, so you are never held to words you did not choose. - **👍 Proposed, Never Pre-Filled:** This is the opposite of filling the boxes in for you. Nothing is ever written into your account without a click, which matters most to exactly the people who care most about getting the wording right. - **👍 Tuned to Your Industry:** Suggestions come in an industry flavor across nineteen industries when your signup recorded one, and a solid generic version otherwise, so the wording fits your business rather than a generic one. - **👍 All Over Setup:** You will meet Starting Points across Platform Branding, Projects and Project Templates, Forms, Messaging, Learn, and Invoice and Estimate Settings, with a “Use All Starting Points” option that fills only the empty fields you have not touched. - **👍 Free and Instant:** No A.I. call happens while you wait, not on page load and not on click, because the text is written and reviewed in advance. No credits, no quota, no waiting, and your screens load exactly as fast as they did before. - **How to use it:** Look for the Starting Point suggestion on a supported field, click “Use as a Starting Point” to insert it, or “Use All Starting Points” to fill the untouched empty fields at once. - **TLDR:** SuiteDash-written example text on your setup fields, tailored to your industry, one click to use. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [TBD](https://suitedash.com/updates-log/TBD)** ##### Onboarding // Workflow Designer - Describe your business in plain words and get back a proposed operating workflow: the stages a Client moves through and what happens at each one, mapped onto SuiteDash. - **👍 Start From Your Business, Not a Blank Page:** Pick one of twenty industry starting points and edit it into your own words, or ignore them and write your own. About a minute and a half later you get a readable workflow: each stage in order, its steps, what triggers each one, and what the designer added beyond what you described. - **👍 A Guided Tour, Not Just a Plan:** Every step names the actual features it would use, with documentation links, so the proposal doubles as a map of the parts of the platform that are relevant to your trade. - **👍 It Creates Nothing:** No record in your account is added, changed, or removed. It only reads and advises, so there is nothing to undo and no reason to try it cautiously. - **👍 A Narrated Wait, Not a Spinner:** It tells you whether your description is going out, whether the designer is reasoning about the business, or whether the workflow is being written, over a clock that keeps moving even while the service is quiet. Every way it can fail says what to do about it, and walking away releases the request rather than leaving it running with nobody watching. - **👍 Yours to Keep:** Download the finished proposal as a PDF or a Markdown file. It works on a phone as well as a desktop, including the full run. - **How to use it:** On your Dashboard, open Get Started and click the Workflow Designer tile (Super Admin only), describe your business or pick an industry, and press Design My Workflow. - **TLDR:** Describe how you already work, and get back the workflow your platform should run. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [TBD](https://suitedash.com/updates-log/TBD)** ##### AUTOP1LOT // WORLDs Filtering for AUTOP1LOT Assets - If you run AUTOP1LOT, you can now assign a WORLD to your AUTOP1LOT assets and filter each list by WORLD. - **👍 Tag by WORLD:** Assign the WORLD an asset belongs to as you add or edit it, across Offers, Packages, Add-ons, Price Bumps, Branding Templates, and Forms. - **👍 Filter Any List:** Filter a AUTOP1LOT list by WORLD to see only that WORLD’s assets, instead of scrolling past everything else to find the one you want. - **👍 Cleaner Catalogs:** Keep each WORLD’s Offers and assets organized without duplicating work across WORLDs. - **How to use it:** On a AUTOP1LOT asset Add or Edit screen assign its WORLD, and use the WORLD filter on the list. - **TLDR:** Organize and filter your AUTOP1LOT Offers, Packages, Add-ons, Price Bumps, Branding Templates, and Forms by WORLD. - Available NOW to AUTOP1LOT SuiteDash accounts with WORLDs for no additional charge! **Documentation: [https://help.suitedash.com/article/655-partner-autop1lot](https://help.suitedash.com/article/655-partner-autop1lot)** ##### System // Right-Click a Row for Its Options - You can now right-click any row in a list to open that row’s options menu right at your pointer. - **👍 The Menu Comes to You:** Right-click anywhere on a row and its options open at the cursor, with the same Items, the same order, and the same permissions as the three-dot menu, which is unchanged and still exactly where it was. - **👍 Open in New Tab, Kept:** The first Item on the right-click menu is Open link in new tab, so you can still fan a list out into several tabs. On a row with nowhere to navigate to it is simply not offered, rather than sitting there doing nothing. - **👍 Copy Still Works:** Right-click a text selection inside a row and you get the normal copy behavior instead of the row menu, and inline text fields still right-click to paste as usual. - **👍 Everywhere, One at a Time:** It works across every list in the platform, and opening one row’s menu closes any other, so two lists on one screen never talk over each other. - **How to use it:** Right-click any row in a list to open its options menu at your pointer. - **TLDR:** Right-click a list row to open its options right where your cursor already is. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [TBD](https://suitedash.com/updates-log/TBD)** August 14th, 2026 Live ##### Quizzes // Quizzes & Quiz Forms - Build scored Quizzes and use them two ways: assign them to Clients and Staff, or publish them as a public Quiz Form that qualifies prospects before they reach your CRM. Before this, there was no way in SuiteDash to score people or filter leads with a quiz. Now a prospect can take your branded quiz and land in your CRM as a new Contact with their score already attached, all from one public link. - **👍 Build Once, Use Anywhere:** Create Questions in four types (Multiple Choice, True/False, Open Answer, Matching), assemble them into a scored Quiz, and either assign it to people or attach it to a public form. - **👍 Turn Intake Into a Filter:** A Quiz Form carries a visitor from welcome, to Quiz, to a details Form, to a created Contact, with no login. If your Quiz has a passing score, you decide whether passing is required to continue. - **👍 See Every Result:** Each run lands on the Contact’s profile with a score and a pass badge, and the Members & Results roster shows how everyone you assigned did. - **How to use it:** Open the new Quizzes area to build your Questions and Quizzes, then publish a Quiz. To qualify prospects, create a Form of the Quiz type and attach your published Quiz. - **TLDR:** Build scored Quizzes to test the people you know, or qualify the prospects you don’t. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/668-quizzes-overview](https://help.suitedash.com/article/668-quizzes-overview)** ##### Reporting // Reporting Toolkit - The Reporting Toolkit answers real questions about your invoicing, receivables, and tracked time, and lets you re-pivot any report into a different question without building anything. Before this, answering a question that spanned your Invoices or your tracked time meant exporting to a spreadsheet and rebuilding the same pivot by hand every month. Now four ready-to-use reports do it for you, live, and it is available on every account. - **👍 One Report, Many Questions:** Every report runs on three selectors — Time Range, Entity Scope, and Dimension. Switch the grouping from By Target to By Month to By Sales Owner and the same report re-draws to answer a different question, with no formulas and no chart builder. - **👍 Four Reports on Day One:** Timesheets for billable and non-billable hours by Client or Staff, Revenue Overview for invoiced, collected, outstanding, and collection rate, Accounts Receivable Aging bucketed by 0-30, 31-60, 61-90, and 91+ days past due, and Invoice Status Summary across Draft, Sent, Viewed, Paid, Partial, and Overdue. - **👍 Compare, Drill, and Deliver:** Turn on Compare to previous period and every headline number and row gains a delta against the prior period. Switch any Dimension to Detail to drop from a summary straight to the individual Invoices or time entries behind it, then save the view and schedule it as a recurring email to your team. - **How to use it:** Open Office > Reporting (between Payments and Gateways), pick a report, and change the Time Range, Entity Scope, and Dimension to ask your question. Available to Master Accounts, Admins, and Office Managers; Clients and Prospects cannot see it. - **TLDR:** Answer real questions about your invoicing, receivables, and time, and re-pivot any report on the spot. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/667-reporting](https://help.suitedash.com/article/667-reporting)** ##### Forms // Journey Maps for Kickoff Forms - Every onboarding Form can now show exactly what it sets in motion. A new View Journey Map button draws the full automation cascade behind the form: the Projects it starts, the Contracts it generates, the Deals it creates, and every automation those set off in turn. Before this, the only way to know what a form would really do was to open every settings panel and hold the whole chain in your head. - **👍 See the Whole Cascade:** The map is drawn live from your own configuration, branch by branch, however deep it runs. Large journeys open folded and expand where you want to look. - **👍 Know What Will Actually Run:** Every step is marked live, conditional, manual, or dormant, and a step pointing at something deleted is drawn as broken, so you catch a misconfiguration before a Client does. - **👍 See Each Step by Name:** Not ‘Add to Circle(s)’ but which Circles, not ‘Generate Document’ but which template. Click any step for its full list, status, and why it will or will not run. - **How to use it:** Open an onboarding Form type in Forms and click the View Journey Map button in the Assignments & Automations block. - **TLDR:** See the full automation cascade behind a Kickoff Form on one screen, drawn live from your own setup. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/432-forms-overview](https://help.suitedash.com/article/432-forms-overview)** ##### Dashboards // My Schedule Block - A new Dashboard block brings your whole day into one place: Appointments, CRM Follow-Ups, Tasks, and connected Google and Outlook events, all in a unified, role-aware widget. Before this, you had to check each of those separately to see what was ahead. Now they are grouped by day in one block, with anything overdue pinned right at the top. - **👍 Everything in One View:** See all four item types together in a day-grouped list, or switch to a compact calendar view, using the same colors as the main platform Calendar. - **👍 Filter and Reschedule Inline:** Filter by type, time window, or a quick search, and drag a Task or Follow-Up to a new day right in the calendar view. Your filters and view are remembered per person. - **👍 Role-Aware:** Your Clients get their own tidy version showing only their own Appointments and Tasks, enforced on the server. - **How to use it:** Add the My Schedule block to a Dashboard from the block editor, and set its default item types, time window, and item limit. - **TLDR:** One Dashboard block that unifies your Appointments, Follow-Ups, Tasks, and connected calendar events. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/666-blocks-my-schedule-block](https://help.suitedash.com/article/666-blocks-my-schedule-block)** ##### Onboarding // Checklist Generators - A Checklist is now a reusable generator that creates a separate, independent Checklist on every assignment. Before this, a Checklist could be assigned only once, so recurring use meant duplicating near-identical Checklists by hand. Now one template can be reassigned as often as needed, each run tracked on its own. - **👍 Assign the Same Checklist Again and Again:** Every assignment is its own copy with its own progress, link, and notification, so a weekly onboarding list just keeps generating, per Client, with no collisions. - **👍 Distinct Every Time:** Placeholder tokens in the title, like a date or a per-Client number, resolve at assignment so recurring lists stay distinguishable, for example ‘Weekly Tasks #3 – 06/30’. - **👍 Edits Never Reset Progress:** Each instance freezes its items at assignment, so template edits affect only future assignments and existing Clients keep their progress. Logged-out Clients can complete a client-facing Checklist from its link. - **How to use it:** Build your Checklist as usual, then assign it as often as you need. Dashboard Checklist blocks can track multiple generators and auto-create a Client’s Checklist when they land. - **TLDR:** One Checklist template, unlimited independent assignments, each tracked on its own. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/583-checklists](https://help.suitedash.com/article/583-checklists)** ##### Template Library // Project Generators - Project Generators can now be published to and imported from the Template Library. Before this, they were the one major entity type left out, so building a complex project workflow meant recreating every detail by hand in each account. Now a full generator blueprint can be shared once and imported anywhere in minutes. - **👍 The Whole Blueprint Travels:** The generator settings, Task templates with milestones and sub-Tasks, folder structures, files (even private ones), Custom Fields, and recurring schedules all come across as one package. - **👍 Set Up for You on Import:** Referenced Custom Fields are created or matched by name and type, and files are re-uploaded automatically, so field-dependent features and schedules work immediately. - **👍 Safe Across Accounts:** Account-specific references like project leader, team, and status are matched by name or left for you to configure, and matching Task templates or folder sets are reused instead of duplicated. - **How to use it:** Contribute a Project Generator to the Template Library, or import one from Explore Templates and re-attach your account’s details before it goes live. - **TLDR:** Share and import full Project Generator blueprints through the Template Library. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/457-template-library](https://help.suitedash.com/article/457-template-library)** ##### Automations // Project & Task Placeholders - Automations that run on project work can now name the Project (and the Task) right inside the content they send. Before this, an automation triggered by project work could not name the Project it came from, and any Project placeholder typed by hand arrived empty. Now those placeholders are offered and they resolve to the actual Project or Task. - **👍 Name the Work in Your Messages:** Send SMS, Email to Contact, Email to Internal User, Email to Target, and Generate Document all offer Project (and Task) placeholders when attached to project work. - **👍 Every Trigger Delivers Its Project:** A completed Project names itself, a completed Task or phase brings its parent Project, and a Project created by a generator or kickoff form carries its name to everything that runs after it. - **👍 Templates Resolve the Same:** Automations built from templates or generators name the project just like directly configured ones, and Apply Task Template now defaults to The Current Project. - **How to use it:** In a project-triggered automation’s content editor, insert a Project or Task placeholder from the group offered, and it fills in when the message sends. - **TLDR:** Automations triggered by project work can finally name the exact Project and Task they came from. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/383-automations-actions](https://help.suitedash.com/article/383-automations-actions)** ##### Automations // Custom Request Headers for Webhooks - You can now attach custom request headers, including authentication credentials, to each destination on an outbound webhook automation. Before this, webhooks sent only a JSON body with no way to authenticate, so any destination that required a credential rejected every delivery. Now the credential travels with the webhook, so those destinations accept it. - **👍 Authenticate Any Destination:** Add named header and value pairs, like an Authorization Bearer token or an API key, to any webhook destination, so you can finally connect to secured APIs such as Supabase functions. - **👍 Secret-Safe by Design:** Header values are encrypted at rest, scoped to your company, shown write-only with a masked placeholder after saving, and never written to delivery logs. - **👍 Sent Every Time:** Every configured header is attached to each delivery, your value wins if it matches one SuiteDash already sends, and reserved transport headers are protected automatically. - **How to use it:** On a webhook automation’s destination, add your header name and value pairs, then save. The values are masked after saving. - **TLDR:** Attach authentication headers to outbound webhooks so secured destinations accept your deliveries. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/383-automations-actions](https://help.suitedash.com/article/383-automations-actions)** ##### CRM // Organize Custom Fields Order for Contacts & Companies - The Add and Edit Contact and Company forms’ Custom Fields are now yours to arrange. Two new screens in CRM Settings let you drag each field into the order your team works in and switch off the ones you never fill. Before this, every account saw the same form in the same fixed order, with no way to change it. - **👍 Drag to Reorder:** Every field has a handle, and the new order applies immediately to Add Contact, Edit Contact, Add Company, and Edit Company. Put the field you always ask for first right at the top. - **👍 Switch Off What You Never Use:** An optional field disappears from the form completely, with no empty box left behind, so a form your team can finish in fifteen seconds gets finished. - **👍 Essentials Protected:** First Name, Last Name, and Primary Email on a Contact, and Name on a Company, can be reordered but never switched off, because a record cannot be saved without them. - **How to use it:** Go to CRM Settings, open Default Fields > Contact or Default Fields > Company, drag fields into order, and toggle off the ones you do not use. - **TLDR:** Reorder and hide the fields on your Contact and Company forms to match how your team works. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/398-crm-settings](https://help.suitedash.com/article/398-crm-settings)** ##### Billing // A Smoother Add Payment Method Experience - The Add Payment Method experience in the Client Portal’s My Billing has been redesigned. Cards and bank accounts now live together in one grouped Payment Methods list, and adding one uses the same modern, secure checkout as the rest of the Portal. Before this, these sat on older, separate forms. - **👍 One Tidy List:** Cards and bank accounts are grouped together in a single Payment Methods list, on a modern add-payment flow for Stripe and Braintree with Card and Bank Account (ACH) tabs. - **👍 Save Without a Charge:** A payment method can be saved for later without being charged, and it is not set as primary, so nothing is billed just for adding one. - **👍 Instant and Reliable:** The list updates in place the moment a method is added, with no page refresh, and the experience is smoother across Stripe, Braintree, and Authorize.net. - **How to use it:** In the Client Portal under My Billing, open Payment Methods and click Add payment method, then choose the Card or Bank Account tab. - **TLDR:** A cleaner, faster way for Clients to add cards and bank accounts under My Billing. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/462-my-billing-dashboard](https://help.suitedash.com/article/462-my-billing-dashboard)** ##### AUTOP1LOT // Free Trials on Reseller Packages - As an AUTOP1LOT Partner, you can now offer a free trial on the packages you sell to your own customers. Per package, set a trial toggle, a length in days, and optionally Require Card Upfront. Before this, there was no built-in way for a reseller to run a trial on their own packages. - **👍 Card Upfront or Not:** With Require Card Upfront on, the customer’s card is vaulted on your own gateway at signup with no charge, then auto-charged when the trial ends. With it off, no card is taken and the customer goes to a pay-to-continue page at trial-end. - **👍 It Runs Itself:** The existing trial-ending reminder fires, and the recurring charge runs automatically at trial-end. A decline just lets the customer retry, so nothing continues by accident. - **👍 On the Right Gateways:** The trial and Require Card Upfront are offered only on subscription-capable gateways, so a trial is never set up where it cannot be billed. - **How to use it:** On a reseller package, enable the free-trial setting, set the length in days, and choose whether to Require Card Upfront. - **TLDR:** Resellers can offer free trials on their own packages, with or without a card upfront. - Available NOW to ALL dedicated AUTOP1LOT accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/655-partner-autop1lot](https://help.suitedash.com/article/655-partner-autop1lot)** July 20th, 2026 Live ##### QR Codes // QR Code Manager - A dedicated new section to create, manage, style, and re-point dynamic QR codes for any URL, on-brand by default. Before this, a QR code could only be generated as a side option inside a specific object’s publish dialog and could only point at that object’s own URL, with no place to manage your codes. Now QR codes are first-class, manageable objects, and because the image encodes a stable link that redirects to your chosen destination, you can change where a printed code points at any time without ever reprinting it. - **👍 Any URL, Instantly On-Brand:** Create a code from just a label and a destination, inside or outside your Portal, and it renders in your brand look with no styling step. Print a flyer once and keep the same code forever. - **👍 Re-point Without Reprinting:** Change a code’s destination anytime and every printed or shared copy automatically follows, so a conference sign can point to this year’s landing page and next year’s without new artwork. Every re-point is audited. - **👍 One Library, One Style Source:** Manage all your codes in a searchable list, download print-ready PNG and SVG, and set your default look in the Settings tab, which now also drives the QR codes on your Forms, Landing Pages, Public Pages, and LMS pages from one place. - **How to use it:** Open the new QR Codes section from the Flyout Menu and add a code with a label and any URL to generate it instantly. Set your default style under the Settings tab. Requires branding access. - **TLDR:** Create dynamic, on-brand QR codes for any URL and re-point them anytime without reprinting. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/662-qr-codes](https://help.suitedash.com/article/662-qr-codes)** ##### Forms // Work Request Forms - Build tailored intake forms that let Clients request work, collect payment at submission, and automatically turn each request into the right document. Before this, work requests were a single, rigid, login-only pipe with global settings and no payment step. Now you can build multiple forms, one per workflow, each public or private, itemized or free-form, with per-form settings and automatic conversion. - **👍 Itemized or Free-Form:** Let Clients pick from pre-configured, priced items with live totals for quantity, rate, discount, and tax, or describe their needs in a rich-text editor with optional Client-built line items. A print shop can sell fixed products while an agency takes open briefs. - **👍 Collect Payment and Auto-Convert:** Optionally require upfront payment through Stripe and other gateways to generate a paid Invoice instantly, and auto-convert each submission into a new or existing Invoice, Estimate, Project, or Task. You can also convert manually, with an optional email. - **👍 Public or Private, Placed Anywhere:** Set a form public for open intake by link with no login, or private for logged-in Clients with a Project dropdown, and place it via a custom menu item, Dashboard link, or button. Existing accounts keep working, with legacy items and settings migrated automatically. - **How to use it:** In your Forms area, create a new Form and choose the Work Request type, pick Itemized or Free-Form, set the access, conversion, and payment options, then place the Form via a custom menu item, Dashboard link, or button. - **TLDR:** Build tailored request Forms that take payment and turn each submission into the right document automatically. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/661-forms-work-request-form](https://help.suitedash.com/article/661-forms-work-request-form)** ##### File Transfer // Direct Upload in a New Package - The File Transfer wizard’s Files step now has a built-in Upload Files tab, so you can send files straight from your computer while building a package. Before this, sending a file that was not already in your Portal meant leaving the wizard, uploading the file in your file manager, then coming back to find and select it. Now you upload right inside the wizard, each upload is auto-selected for the transfer, and the files are saved permanently to a folder you choose. - **👍 Upload Without the Detour:** Drag and drop or browse for files on the Upload Files tab, pick a destination folder in your Portal, and skip the round trip through the file manager entirely. - **👍 Mix Uploaded and Existing Files:** Toggle between Upload Files and Choose from Portal Files and combine both in one package, with each finished upload added to your selection automatically. - **👍 Reliable and Permanent:** Large files upload without timing out, using the same chunked upload and the same size, type, and quota rules as any Portal upload, and uploaded files stay in your Portal for future transfers and normal file management. - **How to use it:** Start a File Transfer package, and on the Files step switch to the Upload Files tab to drag and drop or browse for files, choosing a destination folder in your Portal. - **TLDR:** Upload files straight from your computer while creating a File Transfer package, with no pre-uploading required. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/465-files-file-transfer](https://help.suitedash.com/article/465-files-file-transfer)** ##### Billing // Apply Taxes Only to Taxable Line Items - A new opt-in setting makes document Taxes calculate only on the Line Items you have marked as taxable. Before this, the tax percentage at the bottom of an Invoice or Estimate was always calculated on the full subtotal, so Line Items marked Not Taxable, like pass-through costs or exempt fees, were taxed anyway. That could be non-compliant in some regions, so now you can restrict tax to only the items that should be taxed, while the default behavior stays exactly the same for everyone who does not turn it on. - **👍 Tax Only What Should Be Taxed:** With the setting on, a 1,000.00 taxable item plus a 200.00 exempt item at 22% is taxed 220.00 instead of 264.00, matching what the law expects. - **👍 Safe by Default:** The setting is off by default and existing documents are untouched, so nothing changes for your current Invoices and Estimates unless you choose to enable it. - **👍 Works Across Billing:** Available in both Invoice Settings and Estimate Settings and honored by Recurring and On-Demand Invoice Generators, with a clear question-mark helper explaining exactly how it behaves. - **How to use it:** Turn on ‘Apply Taxes only to taxable Line Items’ in Invoice Settings and Estimate Settings, then mark each Line Item as taxable so tax applies only to those items. - **TLDR:** Optionally calculate document tax only on the Line Items you mark taxable, for accurate, compliant totals. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings](https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings)** ##### Payments // New Braintree Payment Methods - Your Braintree gateway gains four new ways to get paid, all on the modernized checkout and all enabled per gateway from your Payment Methods settings. Before this, Braintree checkout was effectively card-only. Now Google Pay, Apple Pay, PayPal with Pay Later, and Venmo each appear as their own option, running on your own Braintree account, with your existing card payments unchanged. - **👍 Google Pay:** A fast, one-tap wallet button that charges instantly and only shows on supported devices and browsers. Enable it with your Google Pay Merchant ID. - **👍 Apple Pay:** One-tap Apple Pay for customers on Safari and Apple devices, now with automatic domain verification and registration. - **👍 PayPal and Pay Later:** A branded PayPal button that clears instantly, can be saved for one-click reuse, and can back recurring subscriptions, plus Pay Later installments for eligible buyers while you are paid in full up front. - **👍 Venmo:** US customers can pay with Venmo, save it for faster checkout, and even use it for recurring subscriptions, with the button styled to match your other wallets (US and USD only). - **How to use it:** In your Braintree gateway’s Payment Methods settings, enable the methods you want. Each method must be activated on your own Braintree account first, and Google Pay also needs your Google Pay Merchant ID. - **TLDR:** Google Pay, Apple Pay, PayPal with Pay Later, and Venmo all join the Braintree checkout. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/89-invoices-payment-gateways](https://help.suitedash.com/article/89-invoices-payment-gateways)** ##### Payments // New Stripe Payment Methods - Your Stripe checkout gains two new ways to pay, enabled from your gateway’s Payment Methods settings and running on your own Stripe account. Before this, Stripe checkout centered on card and ACH. Now customers get one-tap Apple Pay and Buy Now, Pay Later with Afterpay and Clearpay, while your normal card checkout continues unchanged. - **👍 Apple Pay:** One-tap payment for customers on Safari and Apple devices, with SuiteDash automatically registering your checkout domain, including custom domains, so the wallet just appears. Card payments must be enabled, and checkout falls back to card if setup is incomplete. - **👍 Afterpay and Clearpay:** Buy Now, Pay Later on eligible one-time Invoices, branded Clearpay in the UK and Afterpay elsewhere, so customers can split larger purchases while you are paid up front. It appears only on supported currencies and never on recurring Invoices. - **How to use it:** In your Stripe gateway’s Payment Methods widget, enable Apple Pay (with card payments on) or Afterpay / Clearpay. SuiteDash registers your checkout domain for Apple Pay automatically. - **TLDR:** Apple Pay and Afterpay / Clearpay Buy Now, Pay Later come to Stripe checkout. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/89-invoices-payment-gateways](https://help.suitedash.com/article/89-invoices-payment-gateways)** ##### Email Marketing // Compact Placeholder Picker in the Code Editor - Authoring emails in code (HTML) mode is now cleaner: the long wall of roughly 90 placeholder chips is replaced by a single compact Insert Placeholder button. Before this, the chips filled up to half the screen on these editors. Now a click opens the same categorized, searchable picker you already use in the visual editor, and the placeholder drops in right at your cursor. - **👍 A Tidy One-Click Button:** One Insert Placeholder button replaces the crowded chip wall, giving those editors far more breathing room. - **👍 The Familiar Picker:** It opens the same categorized, tabbed, searchable modal as the WYSIWYG toolbar, so there is nothing new to learn. - **👍 Inserts at Your Cursor:** Pick a placeholder and it inserts exactly where your cursor is, with the editor keeping focus, across drip sequence templates, marketing campaigns, campaign templates, and list autoresponders. - **How to use it:** When editing an email in Code mode on a drip sequence template, marketing campaign, campaign template, or list autoresponder, click the Insert Placeholder button above the editor. - **TLDR:** A single Insert Placeholder button replaces the placeholder chip wall in the email code editor. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/105-marketing-create-email-campaigns](https://help.suitedash.com/article/105-marketing-create-email-campaigns)** June 26th, 2026 Live ##### Mobile App // Push Notifications - SuiteDash can now send push notifications straight to your and your Clients’ phones and desktops through the installable web app, so the important things get noticed even when nobody has SuiteDash open. - **👍 Reach People Where They Already Look:** A push notification lands on the device like any other app alert, even when the SuiteDash tab is closed. Imagine a Client getting a buzz on their phone the second you send a new Invoice or reply to their message, instead of it sitting unseen in an inbox for two days. - **👍 Cut Down on ‘Did You See This?’:** Because alerts arrive in real time, fewer things slip through the cracks. A Staff member can be notified the moment a Task is assigned or a Form is submitted, so your team reacts in minutes instead of hours. - **👍 You and Your Clients Stay in Control:** A simple toggle in My Account turns push notifications on or off for each person, and delivery runs on a hardened, per-account secure channel with automatic retries, so messages still arrive even if a device was briefly offline. - **TLDR:** Real-time push alerts on phones and desktops mean Invoices, Messages, and Tasks actually get noticed, with per-user control and dependable delivery. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/647-push-notifications](https://help.suitedash.com/article/647-push-notifications)** ##### Partner Integration // Trails Integration - An exclusive SuiteDash and Trails partnership that lets you embed interactive, click-through walkthroughs throughout your Portal, so you can show Clients how to do something instead of writing long instructions, plus unlock special partner pricing on Trails. - **👍 Embed Trails Anywhere:** Drop a Trails guide, slideshow, or video into Dashboards, Portal Pages, Landing Pages, LMS Lessons, and Proposals, fully white-labeled to your brand. For example, place a ‘How to submit your first request’ walkthrough right on a Client’s Dashboard so they self-onboard the moment they log in, with no support email required. - **👍 Turn Onboarding Into a Guided Tour:** Instead of a wall of text, give Clients an interactive, step-by-step tour of your Portal and your process. A new Client can click through how to upload their documents, review their Proposal, and book their kickoff call at their own pace, which means far fewer ‘where do I go?’ questions and a much smoother first impression. - **👍 Exclusive Partner Pricing:** A new Offers tab in My Account generates your unique partner code for discounted Trails plans, with signup instructions built right in, so you get the tool that powers these walkthroughs at a SuiteDash-only rate. - **TLDR:** Embed branded, interactive walkthroughs anywhere in your Portal to guide Clients without writing a single instruction, and grab exclusive partner pricing on Trails. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/648-blocks-trails-block](https://help.suitedash.com/article/648-blocks-trails-block)** ##### Messages // Messages 2.0 - The entire Messages module has been rebuilt into a fast, threaded inbox so every conversation stays in one clean, organized place. - **👍 True Conversation Threads:** Messages now group into threads that show the latest reply, sender, and a preview at a glance, just like the email apps your Clients already use. No more hunting through scattered one-off messages to follow a conversation. - **👍 Stay Organized Your Way:** Pin important threads to the top, sort messages into Folders, and fire off Canned Responses for the replies you send over and over. Keyboard shortcuts let power users fly through the inbox without touching the mouse. - **👍 Built for Big Mailboxes:** A brand new performance engine keeps even very large inboxes loading quickly, so busy teams never sit waiting on their Messages. - **TLDR:** Messages finally feels like a modern inbox, threaded, organized, and fast. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/362-messaging-secure-messaging](https://help.suitedash.com/article/362-messaging-secure-messaging)** ##### Integrations // Webhook Templates - Build reusable Webhook payload templates so your automations send exactly the CRM data you want, including Custom Fields, to any external app, which finally lets your outside tools receive real Contact details instead of an empty ping. - **👍 Send the Exact Data Your App Needs:** Pick precisely which CRM Contact, Company, and Custom Fields go into the payload, then toggle and reorder them to match what the receiving app expects. For example, build a template that sends a new Lead’s name, email, company, and your custom ‘Budget’ and ‘Service Interest’ fields straight into your external CRM or a Google Sheet the instant the automation fires. - **👍 Reusable Across Every Automation:** Save a template once under Integrations and pick it from a dropdown on any Webhook automation, with each Webhook free to use its own template. Build a ‘New Lead Sync’ template once and reuse it across every intake Flow you run. - **👍 Know What You’re Sending Before You Send It:** A live preview renders the real payload using a sample Contact or Company as you build, so you can confirm the data is exactly right and skip the usual trial-and-error that comes with setting up Webhooks. - Reusable Webhook Templates push your CRM and Custom Field data into outside apps, with a live preview so you know exactly what is being sent. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/646-webhook-templates](https://help.suitedash.com/article/646-webhook-templates)** ##### Security // Login with Google & Microsoft - Your users can now sign in to their Portal with their Google or Microsoft account, no password required. - **👍 One-Click Sign In:** Instead of typing an email and password, users click Sign in with Google or Sign in with Microsoft and they are in. Fewer forgotten passwords means fewer “I cannot log-in” messages landing in your inbox. - **👍 Users Stay in Control:** Each person links or unlinks their Google or Microsoft account anytime from My Profile > Security, the same simple way they connect Discord today. - **👍 You Decide If It Is On:** Each login method is controlled by an admin toggle in your Custom URL & Login settings, so you choose which options to offer across your Portal. - **TLDR:** Faster, friendlier logins with Google and Microsoft, fully under your control. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [Coming Soon](https://suitedash.com/updates-log/Coming%20Soon)** ##### White Label // GDPR Cookie Banner - A native, fully GDPR-compliant cookie consent banner is now built right into your Portal, no risky custom code required. - **👍 Compliant Out of the Box:** Visitors get a proper consent banner with equal Accept and Reject options on every page, including login and registration. It respects their choice and remembers it, keeping you on the right side of GDPR. - **👍 Cookie Tag Manager:** Add tracking scripts like analytics or ads that stay completely dormant until a visitor accepts that category. Nothing fires without consent. - **👍 Audit-Ready Logging:** Every consent choice is recorded in a per-Portal log you can export to CSV, so you have proof of compliance whenever you need it. - **TLDR:** Real cookie compliance, built in, branded, and safe, replacing the old do-it-yourself workaround that could break logins. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/656-gdpr-cookie-banner](https://help.suitedash.com/article/656-gdpr-cookie-banner)** ##### CRM // CRM Target Import - A powerful new import type lets you bring in Companies and Contacts together from a single spreadsheet, with full automations applied in one pass. - **👍 One File, Both Entities:** Each row tells SuiteDash whether it is a Company or a Contact, then creates and links them automatically. Import an entire book of business, relationships intact, from one CSV. - **👍 Automations Fire on Import:** Custom Fields, Circles, Worlds, Flows, LMS enrollments, and more can all be applied to each imported target, so your new records arrive fully set up instead of empty. - **👍 Handles Big Lists:** A guided mapping wizard walks you through every column, and large imports run in the background with an email and notification when they finish. - **TLDR:** Migrate or bulk-load your CRM in one go, with all your automations applied automatically. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/66-importing-exporting-your-contacts](https://help.suitedash.com/article/66-importing-exporting-your-contacts)** ##### Content // Notifications Panel Refresh - The notifications panel behind the bell icon has been refreshed to match the modern look and feel of the rest of the platform. - **👍 Cleaner, Clearer Cards:** Each notification now shows an avatar, a clear preview, and a type icon, with All and Unread tabs plus an unread count badge so nothing slips past you. - **👍 Filter to What Matters:** New filters let you narrow notifications by sender, type, and date range, so finding that one alert is quick. - **👍 Correct Order, Every Time:** Notifications now sort newest first with pinned items on top, fixing an old ordering quirk so your latest alerts are always right where you expect. - **TLDR:** A modern, filterable notifications panel that finally sorts the way it should. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/380-notification-center](https://help.suitedash.com/article/380-notification-center)** ##### CRM // Custom Field Circle Visibility - Controlling who sees a CRM Custom Field is now simple and direct: set the Circles right on the field itself. Before this update, field visibility was handled indirectly through Categories. You grouped Custom Fields into a Category, then controlled which Circles could see that Category. It worked, but the answer to “who can actually see this field?” always lived a step away from the field, and tracing Category-to-Circle relationships was slow and easy to get wrong. Now visibility lives right on the field, where you can see it and change it at a glance. - **👍 Set Visibility Right on the Field:** Pick one or more Circles directly on each Custom Field and choose whether a viewer needs to match any or all of them (leave it empty and everyone can see it). No more routing through Categories or jumping between two screens just to figure out who sees what. - **👍 Consistent Everywhere:** The same visibility rule is applied across the Client Portal, Staff profiles, and Dashboards, so a field shows up for the right people no matter where it appears. - **👍 Nothing Breaks:** A one-time conversion preserves your existing visibility exactly, so everyone keeps seeing what they saw before, with zero surprises. Where the old Category setup was ambiguous, the conversion safely errs on the side of keeping current access. - **TLDR:** Visibility moved out of Categories and onto the field itself, cleaner, clearer, and easier to audit, with no disruption to your current setup. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/248-custom-fields](https://help.suitedash.com/article/248-custom-fields)** ##### Platform Branding // Global Font Options - Set the default fonts for your headings and body text one time in Platform Branding and watch them apply automatically across every content area in your Portal, so your brand looks consistent everywhere without touching each page. - **👍 Set It Once, Brand Everything:** Define your Global Font Options in Platform Branding and they flow through Dashboards, Portal Pages, Public Pages, Proposals, Documents, and Marketing emails automatically. For example, switch your body font to Roboto once and every existing page updates, instead of editing dozens of Content Blocks by hand. - **👍 Override Exactly Where You Want:** Individual pages and Content Blocks can still override the global defaults, so a special Landing Page can use a bold display font while the rest of your Portal stays perfectly on-brand. - **👍 Experiment Without Fear:** Reset and Reset All links instantly return any font back to your global default or the platform default, so you can try a new look and undo it in one click. Resellers get this too, so each Branding Template carries its own font identity down to child accounts. - **TLDR:** Control your whole Portal’s fonts from one place, override per page when you need to, and reset any change in a single click. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/127-platform-branding](https://help.suitedash.com/article/127-platform-branding)** ##### Content // Header & Footer Stacks - The Page Builder now supports dedicated Header and Footer stacks, making it easy to give your Portal Pages a consistent top and bottom. Until now, the Page Builder only knew about regular content stacks. If you wanted a header or footer, you had to build one from scratch as an ordinary stack, hand-assemble every element, and then recreate that same work on every page while keeping them all aligned by hand. - **👍 Purpose-Built Sections:** Add a Header or Footer stack from the Add Stack menu and it arrives pre-loaded with the right elements, so you start with a real layout instead of a blank canvas. - **👍 Clean, One-Each Structure:** Each page can have one Header and one Footer, keeping your designs tidy and predictable across your Portal. - **👍 Full Editing Control:** Configure the elements inside your Header and Footer just like any other stack, with the navigation and content options you need. - **TLDR:** Give your pages a proper, reusable header and footer with just a couple of clicks. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [Coming Soon](https://suitedash.com/updates-log/Coming%20Soon)** ##### Billing // Recurring Invoice Upgrades - Recurring invoicing gets two big upgrades this round: automatic payment collection and proper end conditions. - **👍 Auto Pay on Recurring Invoices:** Recurring and Accumulating Generators can now create the Invoice and charge it automatically using a Client’s Authorized Payment Method, including bank accounts, not just cards. Set it once and let the payments roll in. - **👍 Invoices That Know When to Stop:** Add an end condition to any Recurring Generator: never, after a set number of Invoices, or on a specific date. No more recurring Invoices running forever by accident. - **👍 Clearer Status at a Glance:** Generator lists now show progress like 1 out of 3 or Until a given date, and automatically mark themselves Completed when they are done, so you always know where each one stands. - **TLDR:** Recurring billing that collects payment on its own and stops exactly when it should. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/46-recurring-invoice-generators, https://help.suitedash.com/article/634-office-authorized-payment](https://help.suitedash.com/article/46-recurring-invoice-generators,%20https://help.suitedash.com/article/634-office-authorized-payment)** ##### Desktop App // My Portal App for Desktop - PORTAL is now available in BETA! A native desktop version of your branded Portal for native install on both Mac and Windows. - **👍 Your Branding, on the Desktop:** On first launch the desktop app pulls your company name, colors, and icon straight from your Portal, so it opens fully white-labeled as your app, not a generic one. - **👍 Secure, Consent-Based Sign In:** Users authorize the desktop app with a simple consent step, giving it its own secure credentials separate from the normal browser session. - **👍 Connected Devices Control:** A new Connected Devices area lets users see and revoke authorized desktops, and access is automatically pulled the moment a password changes or 2FA is toggled, keeping accounts safe. - **TLDR:** The groundwork for a branded, secure desktop app experience is here. It starts here, but progresses to more features that makes day to day management a breeze! - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [Coming Soon](https://suitedash.com/updates-log/Coming%20Soon)** ##### Calendar // Follow-Ups on Your Calendar - Staff can now place an individual Follow-Up on their own Calendar on its due date, so personal reminders live right alongside everything else. - **👍 Per-Follow-Up Control:** A new Show this Follow-Up on My Calendar toggle lets you decide, one Follow-Up at a time, which ones appear on your personal Staff Calendar. No all-or-nothing setting to wrestle with. - **👍 Independent From Portal Calendars:** This is completely separate from the existing Contact and Portal calendar toggle, so you can show a Follow-Up to yourself without changing what your Client sees. - **👍 Shows Up in Your Digest Too:** Follow-Ups you add to your Calendar are included in your per-user email Calendar digest, so nothing slips through the cracks. - **TLDR:** Keep your personal Follow-Up reminders right on your own Calendar. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/90-follow-ups-getting-started](https://help.suitedash.com/article/90-follow-ups-getting-started)** ##### Content // Portal Page Focus Mode - A new per-page display setting can render a Portal Page full-screen with no top bar or sidebar, while keeping the logged-in experience fully intact. Before this, getting a clean, chrome-free page meant injecting custom CSS or JavaScript to force-hide the navigation, a fragile workaround that could break with any update, behave differently across devices, and sometimes interfere with the page itself. Now it is a built-in choice you select per page, with no code required. - **👍 Three Display Modes:** Choose Standard, Focus, or Bare per page. Focus keeps a simple back bar, while Bare goes full kiosk with no chrome at all, perfect for clean, distraction-free experiences. - **👍 Still Fully Logged In:** Even with the navigation hidden, the page stays authenticated, so private blocks and user-specific content keep working exactly as they should. - **👍 One Simple Setting:** A Page display selector right in the Portal Page editor makes it a one-click choice, replacing the brittle custom-code workarounds people used before. - **TLDR:** Show any Portal Page full-screen and distraction-free, without losing the logged-in experience. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/53-creating-a-portal-page](https://help.suitedash.com/article/53-creating-a-portal-page)** ##### Content Block Editor // Icon Block - A new Content Block for adding crisp icons to your pages, with optional click actions, so you can build visual menus and calls to action without uploading a single image. - **👍 Thousands of Icons, Zero Uploads:** Drop any icon into your Dashboards, Portal Pages, and Landing Pages and it stays razor sharp at any size. Build a row of icons for ‘Book a Call,’ ‘Upload Files,’ and ‘View Invoices’ in seconds, with no designer and no image files needed. - **👍 Make Any Icon Do Something:** Attach a link or an automation to an icon so a click can send Clients to a page or kick off a Flow, just like the Image Block. Imagine a ‘Get Started’ icon on a Dashboard that launches your onboarding automation the moment a Client taps it. - **👍 Perfect for One-Time Prompts:** An after-limit option hides the icon once it has been clicked, which is ideal for a one-time ‘Claim your offer’ or ‘Complete your profile’ nudge that disappears after the Client acts on it. - **TLDR:** Add sharp, clickable icons anywhere in the Content Block Editor to build visual menus and action buttons in seconds. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/638-blocks-icon-block](https://help.suitedash.com/article/638-blocks-icon-block)** ##### Automations // Change Project Status Action - A new Automation action that moves a Contact’s Project to a new status the moment it is triggered, with no Task Template required, so your project pipeline keeps itself up to date. - **👍 Keep Your Pipeline Current on Autopilot:** Drop this action into any Automation to advance a Project’s status automatically. For example, when a Client signs their Proposal, instantly move their Project from ‘Awaiting Approval’ to ‘In Progress,’ so your board always reflects reality without anyone dragging cards around. - **👍 Target the Right Project Every Time:** Apply the change to the Contact’s most recent Project, or match a Project whose title starts with text you specify, so the correct Project updates even when a Client has several on the go. - **👍 Uses Your Own Statuses:** The status dropdown pulls from your account’s own Project statuses, so the action speaks the exact language of the workflow you already built. - **TLDR:** Automatically advance a Contact’s Project status from any automation, no Task Template needed, so your pipeline updates itself. - Available NOW on PINNACLE plans and above. **Documentation: [https://help.suitedash.com/article/383-automations-nocodeautomation](https://help.suitedash.com/article/383-automations-nocodeautomation)** ##### Office // Custom CSS/JS for Document Generators - Document Generator templates now have their own Custom CSS and JS panel, bringing them in line with Pages, Dashboards, and Proposals. Until now, Document Generators were the odd one out: those other content areas already supported Custom CSS and JS, but generated Documents were stuck with the default formatting. If you wanted a branded layout or a particular look, your only choices were awkward workarounds or simply living with the defaults. Now that same styling power is built right into the template editor. - **👍 Style Your Documents:** A new Custom CSS/JS panel lets you fine-tune exactly how your generated Documents look, from fonts and spacing to custom layouts, right inside the template editor. - **👍 Live Preview:** See your styling applied in a scoped live preview as you work, so you know precisely how the final Document will look before you generate it. - **👍 Flows All the Way Through:** Your styling carries from the template into the preview, the generator, and the final Document view, so the look stays consistent end to end. - **TLDR:** Full styling control for your generated Documents, just like your Pages and Proposals. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/49-document-generators](https://help.suitedash.com/article/49-document-generators)** ##### White Label // Login Page Polish - A round of small fixes tightens up the login and 2-Factor screens for a cleaner, more on-brand sign-in experience. - **👍 Respects Your Branding:** The login and 2-Factor screens now honor your Custom Login Text Color, so instructions stay readable on dark or custom backgrounds instead of fading into muted gray. - **👍 Cleaner Details:** Several small UI rough edges across the login sub-screens were smoothed out, giving first impressions a more polished, professional feel. - **TLDR:** A more polished, on-brand sign-in experience for your users. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/131-customize-your-login-page](https://help.suitedash.com/article/131-customize-your-login-page)** ##### Proposals // Polished Print for Proposals - The PDF your Clients download from a Proposal is now rendered by a modern engine, so it finally matches the polished design they see in the browser. - **👍 What They See Is What They Get:** Proposal PDFs are now generated with an intelligent dynamic rendering engine, so the fonts, spacing, colors, and layout in the downloaded file mirror the on-screen design. No more sending a beautiful Proposal online only for the printed copy to come out looking flat. - **👍 A More Professional Leave-Behind:** When a Client saves or prints your Proposal to share with a partner or a decision-maker, it represents your brand exactly the way you intended, which can make the difference on a high-stakes deal. - **👍 Built for the Future:** This new engine is Phase 1 of a platform-wide upgrade to how SuiteDash creates PDFs, so the same crisp quality will roll out to more documents over time. - **TLDR:** Proposal PDFs now print as beautifully as they look on screen, thanks to a modern rendering engine. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/434-proposals](https://help.suitedash.com/article/434-proposals)** ##### Templates // Explore System Templates - A growing gallery of professionally designed, ready-to-use System Templates you can browse and add to your account in a single click, now built into many of the things you create most. - **👍 Start From a Pro Design, Not a Blank Page:** Instead of building from scratch, open the Explore Templates gallery and drop in a polished, pre-built design. For example, browse the System Templates for a Proposal, click one you like, and you have a complete, professionally styled starting point in seconds that you can then make your own. - **👍 Available Where You Work:** Explore Templates is now built into Proposals, Documents, Stacks, Campaigns, and Custom Fields, with Drip Campaigns and Items, Packages, Add-Ons, and Bumps coming soon, so the same one-click head start follows you across the platform. - **👍 A Freshly Stocked Library:** The full Template Library has been refreshed and expanded with updated, modern designs across Landing Pages, Proposals, Documents, Stacks, Profile Pages, Campaigns, Custom Fields, and more, so there is something polished to start from no matter what you are building. - **TLDR:** Browse and add professionally designed System Templates in one click, now across Proposals, Documents, Stacks, Campaigns, Custom Fields, and more. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/602-system-templates](https://help.suitedash.com/article/602-system-templates)** ##### Templates // More in Your Template Library - The Template Library now covers far more of your building blocks, so you can save and reuse Custom Fields, Items, Add-Ons, Packages, and Price Bumps instead of rebuilding them every time. - **👍 Curated Custom Fields, Ready to Copy:** Browse a library of curated, niche-specific Custom Fields and copy the ones you need into your CRM in a click, seeded by SuiteDash and growing with community-contributed and System-curated fields. For example, a fitness studio can pull in a ready-made set of fields like ‘Membership Tier’ and ‘Waiver Signed’ without inventing them from scratch. - **👍 Save Your Sales Building Blocks:** Your Items, Add-Ons, Packages, and Price Bumps can now live in the Template Library too, so you build a package once and reuse it across every Proposal, Invoice, and Campaign instead of re-creating it each time. - **👍 Modernized and Easier to Manage:** The lists for your saved Items, Packages, and Bumps have been rebuilt with modern filtering, sorting, and bulk actions, so finding and managing your reusable pieces stays quick even when you have a lot of them. - **TLDR:** Save and reuse Custom Fields, Items, Add-Ons, Packages, and Price Bumps from the Template Library, with modern lists to manage them. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/457-template-library](https://help.suitedash.com/article/457-template-library)** ##### Live Chat // Live Chat Updates - A round of upgrades to the in-app Live Chat, including a fresh design, richer availability statuses, image pasting, message editing, and a more reliable connection. - **👍 Show Your Real Availability:** A redesigned status picker lets you set rich availability with avatar dots and timed durations, plus a Custom Status of your own, and your name and status changes now update for everyone instantly. For example, set yourself to ‘In a meeting, back in 30 minutes’ so teammates and Clients know exactly when to expect you. - **👍 Paste Images Straight In:** Copy a screenshot and paste it directly into a conversation and it delivers inline to everyone in the chat, which makes sharing a quick visual as fast as a single paste, with no saving and attaching files first. - **👍 Edit Messages and Chat With Confidence:** Fix a typo or clarify after sending with the new Edit Messages option, and a connection-status indicator plus reliability improvements mean fewer dropped or stuck messages while you talk. - **TLDR:** Live Chat gets a fresh look, richer statuses, image pasting, message editing, and a more reliable connection. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/33-live-chat-basics](https://help.suitedash.com/article/33-live-chat-basics)** March 6th, 2026 Live ##### FLOWs // FLOW Cannons - FLOW Cannons let you deliver any published FLOW to contacts and companies, logged-in or not, via direct trigger from Automations, CRM records, Kickoff Forms, or bulk import, bringing push-delivery power to the full multi-step FLOW experience. - **👍 Trigger from Anywhere:** Fire a FLOW Cannon from Automations, Kickoff Forms, sub-forms, or directly from CRM Contact and Company record menus, giving you flexible delivery at every stage of your workflow. - **👍 No Login Required:** Recipients receive a secure, password-protected link to complete the FLOW without needing a SuiteDash account, expanding reach well beyond your existing portal users. - **👍 Full Visibility & Audit Trail:** Every fired FLOW Cannon creates a live stream activity record and an in-platform notification, so your team always has a complete, timestamped record of what was sent and to whom. - **FLOWs Delivered on Demand:** FLOW Cannons give you the same push-delivery model as Form Cannons, send any Flow to any contact, trigger it automatically, and reach people whether or not they’re inside your portal. - Available only as a part of the PLUS Bundle Power-Up **Documentation: [https://help.suitedash.com/article/632-flow-cannons](https://help.suitedash.com/article/632-flow-cannons)** ##### Content // Content Stacks - Stacks let you build reusable content sections in the Block Builder. Design once, then drop the same Stack into any Dashboard, Portal Page, Landing Page, Document, or more. - **👍 Design Once, Use Everywhere:** Build a Stack from any Block Builder row layout and save it to your library. Then insert it across any content type without rebuilding from scratch. - **👍 Smart Reusability with Favorites & Grouping:** Stacks can be marked as favorites, grouped by entity type, and surfaced instantly via the Add Block modal. Showing only relevant Stacks for the current context. - **👍 Custom JS/CSS per Stack:** Add custom styling and JavaScript to individual Stacks, giving advanced users pixel-perfect control without affecting other content areas. - **Your Brand, Your Blocks, Reusable by Design:** Stacks transform one-off layouts into repeatable building blocks, cutting content creation time and keeping your portal visually consistent at scale. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/629-content-block-stacks](https://help.suitedash.com/article/629-content-block-stacks)** ##### Billing // Payment Widget Upgrade - The payment experience across Invoices, Checkout Forms, Subscriptions, and Booking Pages has been completely rebuilt on updated SDKs for all major payment gateways, Stripe, Braintree, and Authorize.net. - **👍 Modern Checkout UI:** A new, unified payment widget delivers a cleaner, more professional payment experience for your clients, consistent across all gateway types and payment contexts. - **👍 3D Secure & Advanced Card Support:** Stripe Link, 3D Secure for both Stripe and Braintree, and Stripe ACH are all now fully supported, including free trial Subscriptions and saved card recall. - **👍 Smarter Gateway Logic:** When a client has multiple gateways available, the system intelligently defaults to their preferred gateway, keeping the payment experience smooth and predictable. - **Reliable Payments, Rebuilt from the Ground Up:** Every payment touchpoint in your platform now runs on a modernized backend, more stable, more secure, and compatible with the latest payment standards. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/89-invoices-payment-gateways](https://help.suitedash.com/article/89-invoices-payment-gateways)** ##### Files // In-Platform File Viewer - Files across your SuiteDash portal can now be previewed directly inside the platform, no downloads required. With support for 100+ file formats including PDFs, Office documents, images, and spreadsheets. - **👍 100+ Supported File Types:** Preview documents, spreadsheets, presentations, images, and more right in SuiteDash. From .docx and .xlsx to .svg, .pdf, .pptx, and beyond. - **👍 Smart Size Handling:** Files up to 5MB preview instantly; files between 5–50MB show a size warning but are still previewable on demand; files over 50MB display a clear error message. - **👍 Zero Setup Required:** The Files Viewer is available now with no configuration needed. Just navigate to any folder and click a supported file to preview it. - **View Before You Download:** Your clients and staff can now instantly preview shared files without leaving SuiteDash. A faster, cleaner document experience with no extra tools needed. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/52-files-toolkit-overview](https://help.suitedash.com/article/52-files-toolkit-overview)** ##### WORLDs // Circles & Teams Sync - WORLDs now support direct assignment of CRM Circles and Staff Teams, with automatic real-time syncing so member lists stay accurate without any manual management. - **👍 Assign Circles & Teams Directly to WORLDs:** When creating or editing a WORLD, you can now assign entire Circles and Teams. All their members are instantly added to that WORLD’s access list. - **👍 Automatic Two-Way Sync:** When a Contact joins or leaves a Circle connected to a WORLD, or a Staff member joins or leaves a Team, their WORLD membership updates automatically. No manual intervention required. - **👍 Visual WORLD Indicators on Circles & Teams:** A WORLD icon now appears on Manage Circle and Manage Team pages, opening a sidebar showing all WORLDs that Circle or Team is connected to. So you always know what’s linked. - **Membership That Manages Itself:** Connecting your existing Circle and Team structure to WORLDs means your access control updates automatically as your organization changes. Set it up once and trust it to stay accurate. - Available only as a part of the WORLDs Power-Up **Documentation: [https://help.suitedash.com/article/626-worlds-overview](https://help.suitedash.com/article/626-worlds-overview)** ##### WORLDs // Protection & Visibility Controls - WORLDs now have granular visibility and default-state controls, giving Super Admins precise authority over which staff members can see, toggle, or are automatically enrolled in each WORLD. - **👍 Force & Hide Mode:** Enable this to make a WORLD mandatory and invisible in the navigation menu for all assigned Staff. Perfect for WORLDs that should always be active in the background without Staff control. - **👍 Default State Settings:** Set any WORLD to be active (Enabled) or inactive (Disabled) by default for newly added Staff, and use “Apply to All Existing Members” to retroactively update your whole Team at once. - **👍 Toggle Control Per WORLD:** The “Allow Toggle On/Off” setting lets you lock staff into a WORLD without giving them the ability to switch it off, while still making the WORLD visible in the navigation menu. - **Your WORLDs, Your Rules:** These controls give you full governance over how WORLDs are presented and enforced for your staff. From subtle defaults to hard-locked environments, the choice is yours. - Available only as a part of the WORLDs Power-Up **Documentation: [https://help.suitedash.com/article/626-worlds-overview](https://help.suitedash.com/article/626-worlds-overview)** ##### Billing // Expiring Credit Card Notifications - SuiteDash now automatically notifies both the Client and your Team when a credit card linked to an active Subscription is approaching expiration. Helping you reduce involuntary churn before it happens. - **👍 Dual Notifications, Client & Staff:** Separate email notifications are sent to the CRM Target and to your Staff (Super Admin, Admin, Office Manager) when a subscribed client’s card is about to expire, with fully customizable email templates. - **👍 Configurable in Subscription Settings:** Turn each notification type on or off independently in Office > Settings > Subscriptions under “Email Notifications”. Giving you full control over what gets sent and to whom. - **👍 Works Across All Payment Methods & Gateways:** Covers subscriptions created via Invoices, Estimates, Generators, Checkout Forms, Booking Forms, LMS Products, Proposals, and more. Works across Stripe, Braintree, and Authorize.net. - **Stop Involuntary Churn Before It Starts:** A proactive heads-up to both Client and Staff means expiring cards get updated before they cause a failed payment. Protecting revenue and the client relationship simultaneously. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/88-invoices-subscription-payments](https://help.suitedash.com/article/88-invoices-subscription-payments)** ##### Marketing // Campaign Send & Schedule Overhaul - The Marketing Campaign send and schedule workflow has been rebuilt with an improved UI that shows real-time reach, clear Audience controls, and a redesigned scheduling interface. - **👍 Real-Time Campaign Reach Preview:** A live “Campaign Reach” block updates as you add or exclude Audiences, showing exactly how many recipients will receive your campaign before you send with full exclusion logic applied. - **👍 Redesigned Schedule Block:** Set a future send date and time (12h or 24h format with proper timezone handling) using a clean new interface. The Organization’s timezone is pre-selected by default. - **👍 Exclusion Audiences:** Define specific Audiences to exclude from the Campaign, even if they overlap with your included group. Making it easy to run broad Campaigns while still honoring opt-outs or segmentation rules. - **Confident Sends, Every Time:** The new send/schedule UI gives you full visibility and control before any Campaign goes out, see your reach, set your exclusions, and schedule with precision. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/105-marketing-create-email-campaigns](https://help.suitedash.com/article/105-marketing-create-email-campaigns)** ##### Email Templates // Complete Redesign - All 190 transactional email templates across SuiteDash have been rebuilt with a modern, unified design system featuring branded headers, styled CTA buttons, and your platform colors, automatically. - **👍 Modern Unified Design:** Every transactional email, Invoices, Proposals, Tasks, Messages, Support Tickets, and more, now shares a polished, consistent layout with branded header bars and contextual icons. - **👍 Auto-Branded CTA Buttons:** Plain text links are automatically converted into styled, brand-colored buttons, no configuration needed, just a cleaner client experience out of the box. - **👍 Email-Safe & Responsive:** All 190 templates are rewritten with responsive, email-safe HTML optimized for all major email clients and devices, including mobile. - **Note:** If you have customized your email templates to your specific language and design, your email templates are not affected. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/349-customize-email-content](https://help.suitedash.com/article/349-customize-email-content)** ##### Email Templates // Nuclear Reset - Admins can now restore all company email templates back to the latest platform defaults with a single click from Organization Settings. - **👍 One-Click Global Reset:** All 190 transactional email templates are restored to the current platform defaults instantly, no manual editing required. - **👍 Smart Detection:** The reset section automatically shows the count of customized templates and only appears when customizations exist, so you’re always informed before acting. - **👍 Built-in Safety Rails:** A confirmation dialog and “cannot be undone” warning prevent accidental resets, while a green badge confirms when you’re already on the latest defaults. - **From Hours to Seconds:** Adopt the latest SuiteDash email template redesign across all 190 templates, no support ticket, no manual updates, just one click. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/420-organization-profile-settings](https://help.suitedash.com/article/420-organization-profile-settings)** ##### White Label // Branding Color Reset 2.0 - The Platform Branding settings page now includes granular reset controls for every color and visual setting so you can restore any individual element back to its theme default without wiping your full configuration. - **👍 Per-Element Reset Buttons:** Reset individual settings like background color, text color, logo, or loader animation independently. No need to redo your entire branding setup to fix one setting. - **👍 Improved Liquid Glass & Background Controls:** Background image, background animation, opacity, and loader settings all now have dedicated reset options with clear default value references. - **👍 Reseller Template Parity:** Branding Templates for Reseller PRO accounts will have the same full reset capability, ensuring consistency across all white-label deployments. - **Fine-Tune Without Fear:** Experiment with your platform branding knowing you can reset any individual element back to default at any time. No all-or-nothing tradeoffs. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/127-platform-branding](https://help.suitedash.com/article/127-platform-branding)** ##### Calendar // Appointment Generator Settings Separation - Appointment Generator settings have been reorganized to clearly separate which options apply everywhere versus which only apply when manually booking from the Calendar view. - **👍 New “Calendar-Only Settings” Section:** Four settings: Success Message, Button Text, Appointment Indicator Color, and Appointment Visibility, are now grouped under a dedicated section with a clear explanation of their scope. - **👍 Cleaner Form & Automation Behavior:** Appointment Visibility no longer applies when the Generator is used inside a Form or triggered via Automations, eliminating confusing access-control behavior that could block clients. - **👍 Explicit Context Labels:** Each Calendar-Only setting clearly states it applies only to Appointments created manually from the Calendar, eliminating guesswork about when settings fire. - **The Right Settings in the Right Context:** By separating Calendar-specific controls from universal ones, your Appointment Generators now behave predictably across all use cases, whether booking manually, via a Form, or through Automations. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/377-manage-your-calendars-and-schedules](https://help.suitedash.com/article/377-manage-your-calendars-and-schedules)** ##### Content // Page Builder Icon Block & Mobile Fixes - Dynamic blocks in the Page Builder now support custom icons and colors, and a set of mobile UI improvements ensure consistent rendering across all devices and page types. - **👍 Custom Icons on Dynamic Blocks:** Add a Font Awesome icon to any dynamic block, My Tasks, My Invoices, Projects, Activity Stream, CRM Filter, and more, with full color customization to match your brand. - **👍 Mobile-Optimized Rendering:** A suite of layout and styling fixes ensures blocks display correctly on mobile devices, with proper color pickers, reset options, and consistent icon behavior across all page types. - **👍 Template Library Support:** Custom icon configurations are fully supported in the Template Library and Community Templates, so your branded block setups can be saved, shared, and reused. - **Polished Pages on Every Screen:** Dynamic blocks now look great on mobile and desktop alike, with icon customization that ties your portal together visually, block by block. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/455-block-editor-block-types](https://help.suitedash.com/article/455-block-editor-block-types)** December 12th, 2025 Live ##### Power-Ups // WORLDs Power-Up - The WORLDs Power-Up transforms your SuiteDash account into a system of partitioned environments – each one a secure, purpose-built space with its own data, assets, and permissions. - **👍 Segmented Workspaces, Tailored Access:** Each WORLD operates independently, giving teams or departments a focused view of the data, Clients, and tools relevant to them. - **👍 Enhanced Privacy & Data Protection:** Staff only see what they need – no more unintended data exposure, unnecessary access to sensitive tools, or internal confusion. - **👍 Controlled Collaboration, Infinite Scale:** Safely bring in external partners or scale across departments, locations, or Clients – without sacrificing privacy, brand consistency, or control. - **Your Platform, Reimagined by Role & Region:** Whether you’re a solopreneur or a global agency, WORLDs lets you tailor and protect every aspect of your systems – delivering clarity, security, and streamlined workflows at any scale. - Available NOW as a paid Power-Up! **Documentation: [https://help.suitedash.com/article/626-worlds-overview](https://help.suitedash.com/article/626-worlds-overview)** ##### Calendar // Paid Appointments - A long-requested feature is here – Appointment Generators now support direct payment collection, unlocking new possibilities for how you book and bill. - **👍 Free or Paid Appointments – Your Choice:** When creating an Appointment Generator, you can now define it as Free or Paid. Once selected, Paid Appointments allow you to configure detailed Pricing Options. - **👍 Streamlined Booking with Payment:** Use a Booking Form to collect payment at the time of scheduling – perfect for consultation fees or sessions with non-CRM contacts. No invoice needed – just share the link and get paid. - **👍 Mix Free & Paid in One Form:** Booking Forms can now include both Free and Paid Appointment options, offering flexibility and professionalism all in one streamlined experience. - **Simplified Scheduling, Seamless Payment:** This powerful update lets you offer paid consultations through a Booking Form – improving your sales funnel, reducing back-and-forth, and making it easier than ever to get booked and paid in one step. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/377-manage-your-calendars-and-schedules](https://help.suitedash.com/article/377-manage-your-calendars-and-schedules), [https://help.suitedash.com/article/609-forms-booking-form](https://help.suitedash.com/article/609-forms-booking-form)** ##### CRM // Automated Note Enhancements + Dedicated Note Creation Automation - The new Enhanced Note Automation update makes it easy to document key events in your workflows by automatically creating Notes on CRM Targets, either via form field inputs or triggered Automations./li> - **👍 Create Notes from Multi-Line Fields:** When using a Multi-Line Text Area field, you can now toggle “Create Note” to instantly post the field’s input as a Note on the Target’s CRM record. Ideal for capturing crucial insights during onboarding or intake. - **👍 Automation-Based Note Creation:** A new action in the Automation Suite allows you to add a Note to the CRM Target’s feed when the Automation fires. The Note can be dynamically generated using data placeholders for full contextual relevance. - **👍 Automatic Timeline Logging:** Each Note created via Automation is timestamped and logged, creating a running history of status updates, changes, or actions that have occurred in the Target’s journey. - **👍 Workflow Visibility Boost:** Use Notes as a lightweight, automated way to surface updates, statuses, or internal summaries – right in the CRM feed – without requiring manual entry. - **Automated Notes = Instant Visibility:** This update helps ensure that important moments in your CRM workflow are never lost. Whether from a submitted field or triggered by an Automation, Notes now tell the story of every Target. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/450-adding-notes](https://help.suitedash.com/article/450-adding-notes)** ##### Content // Dynamic Layouts for Dashboards and Public/Private Pages - A highly requested design enhancement brings precise control over block height and layout styling for your Dashboards and Content Pages – perfect for Client-facing portals or fine-tuned internal views. - **👍 Flexible Block Height Options:** Choose how dynamic blocks like My Tasks, CRM Filter, and Invoices behave – Auto, Fixed, Fill Container, or Custom Pixel Height. - **👍 Clean Scrollable Layouts:** When the number of items exceeds your defined height, a scroll bar will automatically appear to keep things organized without breaking the layout. - **👍 Pixel-Perfect Customization:** Use the Custom Height setting to control the exact pixel height of any block – giving you full visual consistency across all screen sizes. - **Professional Layouts, On Your Terms:** Whether you’re designing a public landing page, an internal Dashboard, or a branded Client portal – this update gives you full control over how each element fits the space. Structure your content with precision and style. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/455-block-editor-block-types](https://help.suitedash.com/article/455-block-editor-block-types)** ##### Marketing // Drip Sequence Template Updates - The Drip Sequence feature takes your capabilities well beyond single-email templates into full-sequence Automation. You can now build, save, share, and deploy entire Drip Campaigns with structure, timing, and logic intact. - **👍 Full Sequence Templates:** Create powerful multi-step Drip Campaigns that include both Emails and Automations. Each step’s timing and content is saved and instantly deployable, eliminating repetitive manual configuration. - **👍 Smart Draft Handling & Conflict Detection:** If a timing conflict arises (like “Send Before” on an incompatible Audience), the system will mark the step as Draft and allow you to adjust. Your sequence never breaks – it just waits for correction. - **👍 Template Library Blueprints:** When sharing through the Template Library, embedded logic (like “Add to Circle”) is preserved with plain-language instructions. Recipients are able to map each automation to their own setup – no surprises. - **👍 Keep vs. Reset Logic:** When applying a new Template to an Audience, you can Keep existing drips or Reset the Audience with the new sequence. Choose your path with total clarity. - **From Repeatable Content to Repeatable Workflows:** TThis change elevates Drip Campaigns into reusable strategic assets – ready to be launched, shared via SU1TE or AUTOP1LOT, and easily configured. Drip smarter, not harder. - Available NOW to ALL Thrive & Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/347-marketing-drip-sequences](https://help.suitedash.com/article/347-marketing-drip-sequences)** ##### Office // Customizable Document Title in Document Generators - A major upgrade to Document Generators makes it easier to manage Document Titles across all trigger points – ensuring accuracy, consistency, and fewer manual steps. - **👍 Centralized Document Title with Placeholders:** Now you define the Document Title directly in the Document Generator itself. This title is used across all Automations and manual triggers – ensuring consistent naming and reducing errors. - **👍 Dynamic Titles from CRM Data:** Use placeholders to include personalized Client data (like names or dates) right in the Document Title – automatically and at scale. - **👍 Generator Files Auto-Included:** Any files attached to a Generator are now automatically displayed and included when the Document is created – no manual re-upload needed. - **One Title, One Source, Total Clarity:** With a unified system for Document titles and generator-attached files, your workflow becomes more predictable and efficient – especially across teams. Better organization, better consistency, and fewer mistakes. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/49-document-generators](https://help.suitedash.com/article/49-document-generators)** ##### Projects // Multiple Teams Can Be Assigned to Projects - A powerful upgrade to Project management now allows multiple Teams to be assigned to the same Project, with intelligent syncing that reduces manual admin and improves security. - **👍 Multi-Team Assignment:** Gone are the days of single-Team limits. You can now assign multiple Teams to a single Project, enabling true cross-functional collaboration. - **👍 Real-Time Two-Way Syncing:** SWhen Team membership changes – additions or removals – those updates are automatically reflected in the Project’s Teammates list, keeping access up to date with no manual effort. - **👍 Dynamic Extraction Logic:** Assigned Teams are translated into individual Teammates within the Project settings, so you can clearly see exactly who has access and manage them with precision. - **Simplify Access. Scale with Confidence:** his update enhances flexibility, reduces risk, and automates the busywork of assigning Project access. Whether you’re managing small departments or large multi-role teams, you now have the granular control and scalability to match. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/78-project-settings](https://help.suitedash.com/article/78-project-settings)** ##### White Label // Liquid Glass Effect - A polished visual upgrade for your branded portals – what was once called “Frosted Glass” is now reimagined as the Liquid Glass effect, bringing a modern, high-end look to your white-labeled experience. - **👍 Refined Visuals with Liquid Glass:** The main content area appears layered above a customizable background image, softened with a semi-transparent glass-like overlay for readability and elegance. - **👍 Enhanced Styling Controls:** Adjust text color, shadow depth, and overlay transparency to fine-tune the appearance of your platform and strike the perfect balance between clarity and design. - **👍 Color + Image Blending:** Combine a background color and an image – then adjust opacity for subtle, stylish effects that elevate the professionalism of your Client or Staff interface. - **Branding Meets Aesthetics:** With the new Liquid Glass effect, your platform can feel fully customized and visually premium – right down to the ambient tone. Ideal for agencies and businesses looking to impress. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/127-platform-branding](https://help.suitedash.com/article/127-platform-branding)** ##### Marketing // Marketing Campaign: Improvements - Several smart upgrades have been made to streamline your email marketing workflow and align the UI with the latest design standards – making campaigns more intuitive, flexible, and powerful. - **👍 Full Email Previews (All States):** You can now preview not only Draft emails, but also those in Sending or Sent status. Quickly spot great content you want to re-use – no need to open each one individually. - **👍 Streamlined Sidebar Settings:** Email-specific settings like Subject Line, Font Style, and Layout Controls have been moved to a convenient sidebar, keeping your content front and center while reducing clutter. - **👍 Exclusion Audiences:** Define a separate group of Targets to exclude from your campaign – even if they fall into the original send group. Perfect for wide-net emails where you want to ensure certain Audiences don’t receive content that doesn’t apply to them. - **Efficiency + Precision in Marketing:** These improvements reduce guesswork and manual filtering while helping you maintain better control over your messaging, appearance, and targeting. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/105-marketing-create-email-campaigns](https://help.suitedash.com/article/105-marketing-create-email-campaigns)** ##### Support // Support Tickets: Status Column + Inline Edit (Priority & Status) - Enhancements to the Support Ticket system have made managing tickets faster, more intuitive, and more efficient for your team. - **👍 At-a-Glance Status Visibility:** The Tickets list now includes a dedicated Status column, so you can instantly view the current state of each Ticket without needing to open it or apply filters. - **👍 Inline Editing for Status & Priority:** Need to update a Ticket? Just click directly on the Status or Priority in the list view to make changes instantly – no extra clicks or page loads. - **👍 Faster Workflow, Fewer Interruptions:** These updates dramatically reduce the time needed to manage and triage your Support queue, helping your team stay focused and responsive. - **Speed + Clarity = Better Support:** By combining visual clarity with instant edit access, this update helps your team deliver better support with less friction. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/574-support-tickets-overview](https://help.suitedash.com/article/574-support-tickets-overview)** ##### Content // Ability to Set a Public Page as Unpublished - This new capability gives you greater control over your Public Pages, letting you toggle visibility as needed without deleting or recreating content. - **👍 Unpublish Any Public Page:** You can now set any previously published Public Page as Unpublished, giving you the flexibility to take pages offline without losing your setup or content. - **👍 Perfect for Seasonal or Time-Sensitive Pages:** Easily manage landing pages, promotions, event info, or announcements that should only be available during specific timeframes. - **👍 Streamlined Content Management:** No need to duplicate or rebuild pages – just toggle the visibility as needed for cleaner workflows and better content lifecycle control. - **Simple On/Off Visibility for Public Pages:** Whether you’re running limited-time offers or want to prepare a page in advance, this new setting makes managing Public Page visibility effortless and intuitive. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/620-pages-public-pages](https://help.suitedash.com/article/620-pages-public-pages)** ##### CRM // Circles Export - Exporting your Circles has never been easier, giving you quick access to organized CRM Target data for analysis, backup, or external reporting. - **👍 Export Circles to CSV:** You can now export your Circles list – including assigned CRM Targets – into a clean, easy-to-use CSV format. - **👍 Customizable Data Options:** Choose exactly which data points to include in your export, such as UID, Full Name, and Email. Toggle off any fields you don’t need for a leaner file. - **👍 Access via Logs Page:** After initiating the export, you’ll be taken to the Logs page where you’ll see real-time status updates. Once the export is marked as Complete, simply click the menu to download. - **Efficient Data Portability for CRM Circles:** This feature empowers you with full visibility and flexibility over your Circles, making it easy to extract Target data for deeper insights or integration with external systems. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/44-circles-how-they-work](https://help.suitedash.com/article/44-circles-how-they-work)** ##### Projects // Add Blueprint & Recurring Task Identification Improvements - Managing Recurring Tasks is now faster, clearer, and more intuitive across all Task views and blocks. - **👍 Blueprint Task Icons:** “Blueprint Tasks” – the parent tasks that define and generate recurring sequences – are now clearly marked with new icons throughout the Platform. - **👍 Recurring Task Indicators:** Recurring Tasks are also labeled with unique icons so you can instantly distinguish them from one-time Tasks, directly in the Task list or Task Blocks. - **👍 Task Type Filter:** A new filter lets you view only Blueprint Tasks, Recurring Tasks, or all Tasks, so you can zero in on what you need without digging through unrelated entries. - **Clear, Visual Management of Recurring Workflows:** These enhancements dramatically improve the visibility and management of Task workflows, helping you make precise adjustments by making it easy to track down the original Blueprint Task. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/86-managing-tasks](https://help.suitedash.com/article/86-managing-tasks)** ##### Content // Pre-loaded System Templates - System Templates make it faster and easier to launch professional-looking pages across your Portal. - **👍 Ready-to-Use Templates:** Choose from four pre-designed System Templates available in Dashboards, Portal Pages, and Landing Pages – perfect for getting started quickly. - **👍 Mobile & Desktop Responsive:** All templates are built to work across all devices, with no extra configuration required. - **👍 Simple Customization:** Easily adapt the layouts, styles, and content to your brand without needing any coding knowledge or design experience. - **Professional Design Without the Delay:** These System Templates give you a polished starting point, reducing setup time and helping you deliver consistent, branded experiences faster. Expect even more templates to roll out across additional Toolkits in the coming updates. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/602-system-templates](https://help.suitedash.com/article/602-system-templates)** ##### Automations // Block Builder in Email Cannons - Email Cannons just got a major upgrade with full support for the Content Block Editor. - **👍 Visual Email Layouts:** Go beyond basic WYSIWYG or HTML – now design professional, modern emails using rows, columns, images, buttons, and more via the visual builder. - **👍 Clickable Automation Buttons:** Insert multiple buttons into your emails and link each one to a specific Automation. When a Target clicks, their choice immediately triggers the Automation you’ve set. - **👍 Interactive Inbox Experiences:** Provide your CRM Targets with clear, actionable options directly in their inbox – like confirming a choice, scheduling a time, or launching a workflow. - **Powerful Visual + Automation Control:** This enhancement opens the door to more engaging, decision-based workflows. Now your Email Cannons can look great and act instantly – giving you next-level control in your outreach and follow-ups. - Available NOW as part of the PLUS Bundle Power-Up! **Documentation: [https://help.suitedash.com/article/501-email-cannons](https://help.suitedash.com/article/501-email-cannons)** ##### VIP Power-Up // Possibility of Bringing an Additional Staff into VIP Suite - The VIP Suite just became more collaborative than ever. - **👍 Team Access to Discord:** In addition to the Super Admin, you can now grant select Staff members access to the VIP Suite Discord server. - **👍 Expand Learning & Collaboration:** Empower your team to ask questions, share strategies, and learn directly from other VIP SuiteMates in real time. - **👍 Support for Multi-Admin Teams:** Perfect for organizations where multiple users are involved in building, maintaining, and optimizing the Portal and Toolkits. - **Unlock Collective Power:** By extending VIP access to your trusted team members, you multiply your ability to implement, innovate, and grow faster – together. - Available NOW as part of the VIP Bundle Power-Up! **Documentation: [https://help.suitedash.com/article/475-power-ups](https://help.suitedash.com/article/475-power-ups)** ##### Automations // Trigger Template Automation + Staff Auto-Templates - Automations just became more powerful with full support for your internal Staff. - **👍 Staff Auto-Templates:** You can now create Auto-Templates specifically for your Staff Targets, not just CRM Targets. - **👍 Trigger from Staff Menu:** Instantly fire an Auto-Template for any individual Staff member using the new “Trigger Auto-Template” option in their action menu. - **👍 Preset Internal Workflows:** Use Staff-specific Automations to streamline onboarding, offboarding, training, role changes, or any internal workflow. - **Power Your Internal Processes:** This enhancement puts Staff management on the same Automation level as your CRM – giving you even more flexibility, consistency, and control across your entire organization. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/433-automations-breakdown](https://help.suitedash.com/article/433-automations-breakdown)** ##### White Label // Custom Menus – Font Awesome Icon Picker - Menu customization just got a major upgrade with rich icon options to match your branding. - **👍 Font Awesome v6 Support:** Choose from thousands of icons across styles like solid, thin, and duotone – fully integrated with Font Awesome 6. - **👍 Precision Branding:** Match icons with your custom menu labels. Renamed “Projects” to “Legal Cases”? Pick the justice scales icon to fit perfectly. - **👍 Streamlined Icon Picker:** The new picker makes it easy to browse and select the exact icon you need – no guesswork or external references required. - **Make It Truly Yours:** Now your Portal navigation not only functions how you want – it looks the way you want. This enhancement gives you another layer of White Label polish to present your platform as uniquely yours. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/158-custom-menus](https://help.suitedash.com/article/158-custom-menus)** August 29th, 2025 Live ##### Portal // SuiteAi + Ai Service Subscription - SuiteAi: Credit-Based Content & Image Generation - SuiteAi introduces a powerful set of fully integrated Ai tools across the Platform, all governed by a simple credit-based usage system for flexible, metered access. - **👍 Credit-Based System:** Ai usage is measured by Credits, which correspond to the computing cost of your Ai actions. We minimize these costs and provide usage alerts to prevent overconsumption. - **👍 Generate Content In-Place:** Instantly generate, expand, or refine written content directly inside any Toolkit—no copy/paste needed. Perfect for Forms, Proposals, Projects, and more. - **👍 Ai-Powered Image Creation:** Create and insert high-quality visuals using the built-in Ai Image Generator—generate beautiful, relevant images on demand without leaving the Platform. - **Purpose-Built Ai, Not BYOK:** Rather than supporting a Bring Your Own Key model, SuiteAi is intentionally built on a curated tech stack—tailored to each use case for optimal results. This lets us deliver task-appropriate, high-performing Ai models to do their work in the places where they are the best choice to add maximum value. - **Your Ai, Your Way:** Ai usage is metered for transparency, integrated for convenience, and designed to let you create polished content and visuals at scale—all within your SuiteDash workflows. - Available to be added to ANY SuiteDash account! **Documentation: [https://help.suitedash.com/article/585-service-subscriptions](https://help.suitedash.com/article/585-service-subscriptions)** ##### Office // Specific Payment Date + Prorated Billing for Subscriptions - One of the most requested features by our SuiteDash Community is finally here — Prorated Billing for Subscriptions is now LIVE! - You now have the ability to define a specific billing date each month for when a Subscription should be charged — whether it’s the 1st, 5th, 15th, or any day up to the 28th. This gives you much greater control and predictability over how Subscriptions align with your financial cycles and operational timelines. - The platform handles the math for you. Whether you’re collecting payment mid-month or offering a free trial, SuiteDash will automatically calculate the prorated amount and apply it accurately, ensuring your revenue stays aligned and your customers are always billed the right amount at the right time. - **👍 Choose Your Billing Date:** Set a recurring monthly charge date up to the 28th of any month. - **👍 Smart Proration Logic:** Platform auto-calculates and bills partial charges to align with your preferred schedule. - **👍 Free Trial Ready:** Free trials will skip billing until the trial ends, then begin prorated billing on your set date. - **Precision Billing, Simplified:** Now you can charge up front, then shift to a consistent schedule without any manual adjustments. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/88-invoices-subscription-plans](https://help.suitedash.com/article/88-invoices-subscription-plans)** ##### Portal // European Currency/Number Formatting - SuiteDash continues to expand its international usability by offering enhanced localization settings that support a wider range of business preferences across the globe. - **👍 European Number Format Option:** You can now select a number format that uses commas as decimal separators and periods as thousand separators, aligning with European standards. - **👍 Unified Localization Settings Panel:** Find this new setting—along with time zone, currency, and other locale-specific options—inside your Organization Settings under a new “Localization Settings” section. - **👍 Extensive Platform Coverage:** This update currently applies to approximately 90% of the SuiteDash Platform, including full support in the Billing Toolkit. Remaining areas will be normalized in the coming weeks. - **Designed for Global #SuiteFreedom:** Whether you’re operating in North America, Europe, or beyond, these enhancements help ensure that your numbers look exactly how you expect—empowering more businesses worldwide to benefit from the SuiteDash Platform. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/420-organization-profile-settings](https://help.suitedash.com/article/420-organization-profile-settings)** ##### Marketing // Google Fonts Integration + Responsive Formatting for Mobile - Google Fonts are now integrated into the WYSIWYG and Content Block Editors used throughout your Marketing Campaigns, Marketing Templates, and Drip Emails. - **Responsive Typography Options:** Fine-tune Header and Paragraph font sizes for different screen types—ensuring that your emails remain visually balanced and easy to read on desktops, tablets, and handheld devices alike. - **👍 Full Google Fonts Library Access:** Choose from thousands of fonts and styles to elevate your email design and reflect your Brand voice more accurately. - **👍 Device-Specific Font Control:** Customize font appearance for desktop, tablet, and mobile—ensuring optimal readability across all devices. - **👍 Enhanced WYSIWYG & Block Editors:** Font Family, Size, Weight, Color, Spacing, and more—all easily adjustable using intuitive tools similar to those in Content Pages. - **Brand-Perfect Typography:** Whether you’re building a one-time Campaign or an automated Drip (available in Thrive & Pinnacle plans), Google Fonts integration empowers you to match every message to your exact Brand style. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/102-marketing-email-marketing](https://help.suitedash.com/article/102-marketing-email-marketing)** ##### White Label // White Label Branding Controls – Admin Manager & Account Manager - This major update introduces granular Admin permission controls via what we call the Admin Permissions Bundle — a powerful new way to manage internal Staff and external agency Admins alike. - With the Admin Manager tool, you can now create Admins who each have their own unique set of permissions. Start with global defaults, and then fine-tune individual permissions at the point of creation to fit your exact needs. - These permissions include access to sensitive areas like White Label Branding, Template Libraries, and SuiteDash Academy, making it easy to limit exposure for resellers, contractors, or Staff who don’t need full access. - This is especially useful for Agencies and Resellers, who may want to grant Admin rights to their clients while restricting access to certain branding settings or premium tools to preserve the integrity of the white label experience. - **👍 Individual Admin Permissions:** Grant or restrict access to specific controls per Admin — including White Label settings, templates, and more. - **👍 Global Defaults for Admins:** Set reusable permission profiles as your default and then customize on a per-user basis. - **👍 Reseller-Centric Flexibility:** Perfect for Reseller users who want tight control over what their clients can see and do inside the Platform. - **Set It and Forget It:** These new tools let you confidently scale your operations while protecting your brand and maintaining clear boundaries between user roles. - More refinements — especially for Reseller workflows — are coming soon! - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/621-staff-understanding-admin-managers](https://help.suitedash.com/article/621-staff-understanding-admin-managers)** ##### Content // Open Graph Image for Public Page/Form SEO Options - SuiteDash now supports custom Open Graph images to boost the visual impact and shareability of your public-facing content across social media platforms and messaging apps. - **👍 Enhanced SEO Metadata:** Upload an Open Graph image for any public-facing Page or Form. This image will be used when your link is shared, ensuring a polished and professional preview. - **👍 Standardized Image Dimensions:** The recommended image size is 1200×630 pixels, which guarantees compatibility and optimal appearance across major platforms like Facebook, LinkedIn, X (formerly Twitter), and others. - **👍 Boost Engagement & Clicks:** A visually compelling Open Graph image increases click-through rates, enhances your brand presentation, and makes your shared links stand out. - **Visual First Impressions Matter:** Whether it’s a public Kickoff Form, Landing Page, or any external-facing asset, you can now present a cohesive, branded image that follows industry best practices for link previews—ensuring your audience sees your content the way you intend. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/572-pages-creating-a-landing-page](https://help.suitedash.com/article/572-pages-creating-a-landing-page)** ##### Office // Pay Button by Staff - One of the most powerful components of the SuiteDash Platform is the Billing Toolkit, and this enhancement makes it even more versatile and staff-friendly. - When an Invoice is generated, Staff members with appropriate permissions can now use a streamlined Pay Button interface to either process or record a payment directly from within the Platform. - **👍 Staff Can Trigger Real Payments:** Use saved payment methods (credit card or bank account on file) to satisfy Invoices directly, just like a Client would. - **👍 Record Manual Payments Easily:** Supports non-digital payments like check, cash, or even custom payment types that you’ve configured, all from a unified interface. - **👍 Simplifies Internal Workflows:** Consolidates multiple payment paths into one consistent, intuitive process for your Staff or Admin users. - **Streamlined Staff-Side Billing:** This improvement makes it fast and efficient for Staff to handle payments behind the scenes—keeping operations smooth, records accurate, and your Billing Toolkit firing on all cylinders. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/45-office-invoices](https://help.suitedash.com/article/45-office-invoices)** ##### Projects // Project Custom Fields Updated Within Projects’ Automations - One of the more powerful features in SuiteDash is the extensive flexibility of Custom Field functionality. Project Custom Fields allow you to collect, store, and use data that is specific to individual Projects—and now working with them just got even smarter. - **👍 No Need to Specify the Project:** When you’re inside a Project and triggering an Automation, the Platform now automatically understands which Project the Automation should act on. - **👍 Simplifies Project-Centric Workflows:** Previously, you’d have to manually indicate which Project the data should be pulled from or pushed to. That extra step is now eliminated in this context. - **👍 Applies to In-Project Automations:** Whether you’re kicking off an internal process or updating a value, Automations triggered within the Project itself will now auto-target the correct Project without additional configuration. - **Smarter Contextual Automation:** This update removes friction when working with Project Custom Fields in Automations, ensuring that everything “just works” when you’re already inside the right Project. A small but mighty upgrade for teams managing multiple Projects per Client. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [http://help.suitedash.com/article/388-projects-overview](http://help.suitedash.com/article/388-projects-overview)** ##### FLOWs // Headers/Footers for each FLOW Step - Previously, SuiteDash introduced the ability to add Headers and Footers to standalone Forms, allowing for custom branding, welcome messages, and additional guidance. Now, that same flexibility is available inside the powerful FLOWs onboarding toolkit. - Each FLOW Step can now be configured with its own unique Header and Footer, enabling you to guide your users with tailored messages, visuals, and instructions at each stage of the onboarding or intake process. This allows for a highly customized and brand-consistent experience from start to finish. - This improvement was directly inspired by feedback from the SuiteDash Community and adds another layer of personalization to one of the most powerful tools in the platform. - **👍 Step-by-Step Customization:** Add a unique Header and Footer to each FLOW Step. - **👍 Enhanced Clarity:** Use visuals, logos, instructions, or next-step guidance to improve user experience. - **👍 Community-Driven Feature:** Built in response to requests from real SuiteMates. - **Personalized Onboarding at Every Step:** FLOWs just got even more flexible, letting you tailor every stage of the journey. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/384-automations-flows](https://help.suitedash.com/article/384-automations-flows)** ##### Office // Items Import: Support for Packages and Add-ons - You’ve always been able to import standalone Items into SuiteDash — but now, Packages, Add-Ons, and Bumps can be imported too! - This powerful enhancement means you can now build, review, and perfect your entire Billing structure inside a spreadsheet, including all associated metadata, before bringing it into your Platform for use in Proposals, Checkout Forms, Invoices, and beyond. - It’s a streamlined, scalable approach to managing Billing Units that works equally well for power users or meticulous planners who prefer to visualize and optimize everything before it goes live. - **👍 Import Full Billing Structures:** Upload Items, Add-Ons, Packages, and Bumps in bulk — complete with all associated data. - **👍 Spreadsheet-Based Planning:** Create, edit, and perfect everything in one centralized spreadsheet before import. - **👍 Seamless Platform Integration:** Once imported, all components are instantly available for use across your billing workflows. - **Think Before You Click:** Planning your Billing Units in a spreadsheet first helps ensure accuracy, completeness, and consistency. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/386-office-importing-invoice-items](https://help.suitedash.com/article/386-office-importing-invoice-items)** ##### Marketing // Fallback Content for Data Placeholders in Campaigns - Personalization is a powerful tool in email marketing — but until now, missing data could lead to awkward or broken email content. With this enhancement, you can now set fallback values for dynamic data placeholders in Marketing Campaigns and Drip Campaigns to ensure your messaging always feels polished and professional. - This means that if a data point like First Name is missing for a specific recipient, the system will automatically use your pre-defined fallback — for example, turning “Hello [FirstName]” into “Hello there,” instead of “Hello ,” - **👍 Improved Email Presentation:** Avoid blank fields by specifying fallback values for placeholders like First Name, Company, or Email. - **👍 Better User Experience:** Keep your emails sounding human and friendly, even when recipient data is incomplete. - **👍 Supported in All Campaign Types:** Works seamlessly in both one-time Marketing Campaigns and scheduled Drip Campaigns. - **Personalized at Scale:** This simple but powerful addition helps you craft better emails — without worrying about incomplete data wrecking your flow. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/294-dynamic-data-placeholders](https://help.suitedash.com/article/294-dynamic-data-placeholders)** ##### Office // “Expected Close Date” based on Custom Field in Deal Generators - Deal Generators are a key tool to automatically generate Deals in your Sales Pipeline as your Targets progress through your funnels. Until now, the expected Close Date for these Deals could only be set using a relative date offset — for example, “14 days after the Deal is generated.” - With this update, you now have the option to set the Close Date based on a date-type Custom Field, giving you greater flexibility and precision. - **👍 Custom Alignment with Target Input:** Collect a preferred close date directly from the Target during onboarding and apply it as the actual due date for their Deal. - **👍 Enhances Planning Accuracy:** Ensures that your team’s follow-up and expectations are aligned with customer-specified timelines. - **👍 Flexible for Various Use Cases:** Pulls dates from Staff forms, Update forms, or Kickoff Forms—wherever Custom Fields are used. - **Smarter Sales Timing:** This powerful improvement gives you full control over Deal timing, helping your Sales Pipelines stay in sync with real-world expectations and Target-driven timelines. - Available NOW to ALL Thrive and Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/610-crm-deal-generators](https://help.suitedash.com/article/610-crm-deal-generators)** ##### CRM // Dynamic Placeholder for Direct Link to Target’s CRM Dashboard - You can now use Dynamic Placeholders to generate direct links to a Target’s CRM Dashboard—whether it’s a Company or Contact. - **👍 New Placeholders Available:** {{targetDashboard}}, {{crmCompanyDashboard}}, and {{contactDashboard}} give instant access to the exact CRM record you’re working with. - **👍 Streamlined Manual Steps:** Perfect for hybrid workflows that include both automated and manual actions—click the link, complete your review, and push forward. - **👍 Smarter Workflow Handoffs:** Team members can quickly reassign, trigger Automations, or verify data with fewer clicks and less confusion. - **Designed for Staff Alerts:** Ideal for Automations that notify your team—embed a direct Dashboard link in Staff emails so they can instantly jump to the Target’s CRM profile and take next steps without delay. - **Quick Access, Smarter Decisions:** These Dashboard Link Placeholders help bridge automation with human decision-making—giving your team the control to act confidently and efficiently right in the moment, right from their inbox. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/294-dynamic-data-placeholders](https://help.suitedash.com/article/294-dynamic-data-placeholders)** ##### Content // Activity Stream Block Update - The Activity Stream Block has been visually and structurally updated to match the styling and behavior of other Blocks in the Content Block Editor. - **👍 Unified Block Styling:** Now styled consistently with previously released Content Blocks, the Activity Stream Block creates a more cohesive, modern look on your Content Pages. - **👍 At-a-Glance Portal Activity:** Easily view actions such as Invoice creation, Contact updates, and Client messages—right within the context of your customized Portal. - **👍 Streamlined User Experience:** This update brings harmony to your page layouts, ensuring the Activity Stream integrates seamlessly with other visual components. - **Consistency Meets Functionality:** With this update, you can now maintain both design consistency and functional insight across your Pages. The Activity Stream Block not only looks better, but works better in tandem with the rest of your embedded content. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/455-block-editor-block-types#activity-stream-block](https://help.suitedash.com/article/455-block-editor-block-types#activity-stream-block)** ##### Content // Tutorial Notice Re-Launch - At SuiteDash, we invest enormous effort into making the Platform intuitive and accessible for users at every level. A core part of that mission is our in-platform tutorial content—context-aware, page-specific guidance that introduces key concepts and terms in the shortest time possible. - **👍 Pop-Up Tutorials Are Now Relaunchable:** Previously, these helpful notices were only shown automatically the first time a user visited a specific area. Now, users can relaunch them at any time via a new button. - **👍 Look for the Info Icon:** A small circular “i” icon in the bottom-right corner of the screen lets you know that tutorial help is available for that particular view. Click to launch and re-learn anytime. - **👍 Admin Control Over Visibility:** Tutorial notices can now be enabled or disabled for users via the Admin Permissions Bundle, ensuring the right level of support is visible for the right roles. - **White Label Onboarding, Enhanced:** These tutorial assets are fully white labeled—no SuiteDash branding is shown—so you can confidently use them in your own portals. They’re also key in the onboarding experience for Reseller Partners to help guide their customers smoothly, with minimal need for handholding. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/127-platform-branding](https://help.suitedash.com/article/127-platform-branding)** ##### CRM // Follow-up Generators + Placeholders - Generators are one of the logical cornerstones of the SuiteDash Platform, enabling the repeatable creation of Projects, Documents, Invoices, and Follow-Ups. Now, Follow-Up Generators just got even more powerful. - **👍 Dynamic Titles with Placeholders:** You can now dynamically define the title of each Follow-Up using data placeholders—making each one automatically unique and client-specific. - **👍 Integrated Placeholder Picker:** The user-friendly picker interface lets you choose from all available placeholders relevant to that context, ensuring precise and personalized Follow-Up naming. - **👍 Supports Client Names, IDs & Custom Fields:** Whether it’s a Client’s name, a unique identifier, or any custom field you’ve created, you can build it directly into the Follow-Up title. - **Predictable & Scalable Workflow Creation:** This improvement allows your team to create, manage, and scale Follow-Ups in a structured, branded, and automation-ready way—no manual edits or renaming required. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/91-follow-up-generators](https://help.suitedash.com/article/91-follow-up-generators)** ##### Automation // “Apply Folder Generator” Automations for Staff Targets - Folder Generators have long empowered you to create repeatable, structured folder systems that deploy automatically for Companies and Contacts—but now, that same capability extends to your internal operations as well. - **👍 Now Works with Staff Targets:** You can now trigger Folder Generators for Staff members using the Automation Suite—perfect for onboarding, offboarding, HR workflows, and internal training. - **👍 Automate Folder Creation:** Build structured, repeatable folder hierarchies and deploy them instantly when a Staff member reaches a key point in a process or lifecycle. - **👍 HR-Ready Expansion:** This is part of SuiteDash’s larger strategy to expand HR-friendly functionality, enabling the same streamlined systems you use for Clients to work for Staff too. - **Manage Your Team Like a Pro:** Whether you’re organizing training materials, HR documents, or onboarding content, automating folder creation for Staff ensures consistency, saves time, and supports scale. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/353-files-folder-generators](https://help.suitedash.com/article/353-files-folder-generators)** June 13th, 2025 Live ##### Marketing // Block Builder + Click Actions - The powerful Content Block Editor you’ve come to rely on is now fully integrated into SuiteDash Marketing Emails, including Campaigns, Campaign Templates, and Drip Campaigns. - Now you can create visually polished, mobile-responsive email content using an intuitive drag-and-drop interface—no need for HTML or CSS. Add Columns, Buttons, Images, and more with ease, and send beautifully crafted emails to your Contacts in just minutes. - One especially powerful addition is the ability to include Button Blocks that trigger Automations based on the recipient’s actions. If the recipient is a Known Target (a Contact with a full profile in your CRM), clicking the button can launch a fully configured Automation pathway—right from their inbox. This opens the door to highly personalized, responsive campaigns that adapt to individual choices. - For example, you can include buttons labeled “Package A” and “Package B” in an email. If the Target clicks “Package A,” they’re placed into a corresponding Automation sequence tailored to that option—and the same applies for “Package B.” All of this can be triggered without requiring the user to visit your portal or complete a form. - **👍 Drag-and-Drop Simplicity:** Build polished, professional emails using intuitive content Blocks—no coding required. - **👍 Automation from Email:** Launch Automations directly from button clicks—available for Known Targets with CRM profiles. - **👍 AB Choice Logic:** Present multiple paths (e.g., “Package A” or “Package B”) and segment responses into custom Automation tracks. - **TL;DR:** Create beautiful, smart emails faster than ever. This update brings real-time engagement and next-level interactivity to your marketing strategy—helping you convert interest into action right from the inbox. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/105-marketing-create-email-campaigns](https://help.suitedash.com/article/105-marketing-create-email-campaigns)** ##### Portal // Friendly Date/Time Placeholders for Personalized Messaging - SuiteDash now supports Friendly Date/Time/Time-of-Day Placeholders in all areas where the WYSIWYG editor is used—including email templates, portal content, and more. - With these new dynamic placeholders, you can craft messages that feel timely, natural, and authentic. For example, instead of a generic greeting, you can now say: “Happy Tuesday!” or “Hope you’re having a great morning!” or “Wishing you a productive June!” - These placeholders automatically populate with the current day, month, or part of day (like “afternoon” or “evening”), helping you create content that feels fresh and relevant—without having to manually update anything. - This is especially useful in automated email sequences or pre-scripted content, where adding a touch of humanity can make a significant difference in engagement and perception. - **👍 WYSIWYG Integration:** Works wherever the visual editor is available—no technical skills needed. - **👍 Friendly & Timely Tone:** Add greetings like “Happy Thursday!” or “Enjoy your evening!” for a more personal feel. - **👍 Fully Dynamic:** Automatically updates based on when the content is viewed or the email is sent. - **TL;DR:** A small but powerful enhancement that brings warmth and personality to your communication—automatically. Now live for all SuiteDash users. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/294-dynamic-data-placeholders](https://help.suitedash.com/article/294-dynamic-data-placeholders)** ##### Portal // Projects Block - SuiteDash has just released a new addition to the Content Block Builder: the Projects Block. This versatile new Block can be placed on any Dashboard or Portal Page and is designed to automatically display the Projects that are assigned to the currently logged-in user. - Staff members will see all Projects to which they are assigned, while Clients will only see the Projects assigned specifically to them. For Staff, you can choose which data points appear in the Block—such as Client Name, Client Company, Percent Completed, and more. This allows you to tailor visibility based on each Staff role. For instance, if you’re working with freelancers, you might choose to hide Client details to keep the view focused and distraction-free. - On the Client side, visibility is controlled by settings within each individual Project. These granular visibility options allow you to fine-tune exactly what the Client sees in their Projects Block, ensuring that information is displayed in a way that aligns with your workflow and communication strategy. - The Projects Block is a powerful way to consolidate and organize Project access in one convenient view. It offers direct links to key Project areas such as Files, Kanban Board, Notes, Timers, and the Calendar, providing a seamless and intuitive navigation experience. - **👍 Role-Based Visibility:** Customize what each Staff or Client sees in the Projects Block, with settings tied to roles or individual project configurations. - **👍 Easy Dashboard Integration:** Display the Projects Block on any Dashboard or Portal Page to surface relevant projects automatically. - **👍 Direct Access to Project Tools:** Provide one-click access to essential areas like Files, Kanban Board, Notes, and more. - **TL;DR:** This dynamic Block offers a centralized way to display and access assigned Projects for both Staff and Clients, all from a customizable dashboard view. With granular visibility controls and seamless navigation, it brings clarity, focus, and control to your Project management. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/294-dynamic-data-placeholders](https://help.suitedash.com/article/294-dynamic-data-placeholders)** ##### Calendar // Booking Form : Custom Automations per Appointment Generator - SuiteDash has upgraded the Booking Form functionality with powerful new customization options for Appointments. You can now configure unique Assignments and Automations based on the specific Appointment Generator selected during the booking process—opening the door to highly targeted and dynamic workflows. - Previously, when multiple Appointment Generators were offered within a single Booking Form, the same Assignments and Automations would apply to all Targets, regardless of which type they chose. With this update, you can now create appointment-specific workflows that trigger only when a particular Appointment Generator is selected. - This means each Appointment Generator can launch its own tailored Assignments and Automations—perfect for scenarios where different services require different onboarding steps, notifications, or follow-ups. You still have the option to set shared Assignments and Automations, maintaining the previous behavior when uniformity is desired. - Now, Booking Forms are more flexible than ever, giving you the tools to build custom, responsive flows that match the purpose of each appointment. - **👍 Per-Type Automation Control:** Assign unique Automations and Assignments based on the Appointment Generator selected by the Target. - **👍 Tailored Workflows:** Design targeted onboarding or service workflows that align with each specific appointment category. - **👍 Flexible Configuration:** Choose between Shared or Individual behavior based on your business needs and service structure. - **TL;DR:** Custom Automations per Appointment Generator: This enhancement gives you the power to personalize the Booking Form experience, enabling you to deliver the right follow-up, notifications, and internal processes based on the selected Appointment Generator. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/609-forms-booking-form](https://help.suitedash.com/article/609-forms-booking-form)** ##### Onboarding // Support, Checkout & Book Me Forms can be used in FLOWs - Onboarding and On-Demand FLOWs just became even more powerful with the addition of Checkout Forms and Book Me Forms as available options in the Form Step configuration. - This new enhancement means your Clients can now book an Appointment or purchase a service directly within the FLOW experience—no redirects, no external pages, no interruptions. - Everything happens in one seamless journey, keeping your Prospects or Clients focused and flowing naturally through your process. - **👍 Book Appointments Inline:** Embed Book Me Forms directly into the FLOW to eliminate extra steps. - **👍 Sell Services Instantly:** Collect payments via Checkout Forms without ever leaving the FLOW. - **👍 Perfect for Onboarding:** Gather data, sell services, and schedule sessions all in a single, fluid experience. - **TL;DR:** A true step forward in creating smooth, frictionless workflows that convert better and feel more professional—available now to all SuiteDash accounts. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/441-flow-steps-breakdown](https://help.suitedash.com/article/441-flow-steps-breakdown)** ##### Support // Custom Statuses for Support Tickets - SuiteDash has expanded the flexibility of the Support Tickets system with the introduction of Custom Statuses, giving you full control over how support requests are tracked and categorized. When the Support Tickets feature was first released, it included a standard set of predefined statuses common to most support teams—but now, you can tailor those to fit your organization’s specific workflow and terminology. - Using a familiar and intuitive UI, you can now create entirely new statuses or edit the existing ones to better reflect your internal support process. Whether you use unique labels like “In Triage,” “Needs Follow-Up,” or “Client Waiting,” this update lets you speak your organization’s language within the support environment. - The only required status is Closed, which must remain to mark resolved tickets—but even that can be renamed to fit your preferred phrasing. This gives you the ability to personalize your support pipeline without sacrificing structure or usability. - **👍 Custom Terminology:** Create and manage status labels that reflect your internal processes or industry-specific language. - **👍 Editable UI:** Use a simple, user-friendly interface to add, edit, or rename support ticket statuses. - **👍 Flexible Support Management:** Streamline ticket handling with a status system tailored to your team’s exact workflow. - **TL;DR:** This update allows you to fully personalize the statuses used in your support system. Whether you’re aligning with company-specific terms or improving clarity for your team, you now have the freedom to shape your support process to match your business. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/614-support-tickets-statuses](https://help.suitedash.com/article/614-support-tickets-statuses)** ##### Calendar // Now Offer Easy Rescheduling via Email Link - Clients can now reschedule or cancel their Appointments effortlessly using a secure link provided in the Appointment confirmation and reminder emails—no login required. - Whether they booked using a Book Me Form, Kickoff Form, or directly inside the Client Portal, this new functionality ensures they can make adjustments on their own terms with minimal friction. - **👍 No Login Required:** Clients can reschedule or cancel with one click—simple and fast. - **👍 Always Available:** The reschedule link is included in all relevant confirmation and reminder emails. - **👍 Improves Client Experience:** Gives Targets more flexibility and reduces scheduling headaches for your team. - **TL;DR:** More control for your Clients. Less back-and-forth for your team. Live now for all SuiteDash users! - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/517-rescheduling-an-appointment](https://help.suitedash.com/article/517-rescheduling-an-appointment)** ##### Portal // Dashboards – Display Assigned Users - SuiteDash’s Dynamic Dashboards are already one of the most powerful tools in the platform for building tailored Portal experiences—and now they’re even more powerful with the ability to Display Assigned Users directly from the Dashboards list. - From the Dashboards overview screen, you can now click the Assigned Users icon to instantly see which users are assigned to a particular Dashboard. Even better, you’ll be able to understand how each user was assigned, thanks to a display that follows SuiteDash’s built-in assignment Priority Logic. - This new visibility makes it far easier to track and manage Dashboard access without having to dig into each Dashboard individually or retrace assignment paths. It’s a simple but powerful enhancement that gives Admins and team leads immediate clarity on who has access to what—and why. - This improvement came directly from Community feedback and is another example of SuiteDash’s ongoing commitment to listen, respond, and deliver features that matter most to our users. - **👍 Instant Visibility:** See exactly which users are assigned to any Dashboard right from the list view. - **👍 Priority Logic Clarity:** Understand the method of assignment based on built-in assignment logic—no guesswork needed. - **👍 Community-Driven Feature:** A direct response to user requests, enhancing administrative control and transparency. - **TL;DR:** This update makes it fast and easy to see who’s assigned to any Dashboard and why—improving oversight, reducing confusion, and streamlining user management across your Portal setup. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/549-dynamic-dashboards](https://help.suitedash.com/article/549-dynamic-dashboards)** ##### Automation // Send Test Email functionality in Automations - In the Automations Suite, you’ve always had the power to trigger email notifications as part of your Automation set. But until now, it wasn’t possible to preview these emails before they were sent, which made it difficult to ensure they looked just right. - With this update, you can now send a Test Email directly from the configuration area of any Automation that includes an email notification step. This allows you to quickly and confidently check the layout, structure, and appearance of your email before going live with it. - Do note that when sending a test email, Data Placeholders will not be replaced, and for security purposes, these test emails can only be sent to registered Staff Members inside your platform—not to external recipients. - **👍 Send Test Emails:** Preview notification emails from inside the Automations Suite. - **👍 Internal-Only Testing:** Send tests only to registered Staff Members. - **👍 Placeholder Awareness:** Understand that placeholder values won’t render in test mode. - **TL;DR:** This feature ensures your automated emails are clean, professional, and error-free before they reach your CRM Targets. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/433-automations-breakdown](https://help.suitedash.com/article/433-automations-breakdown)** ##### Office // Convert to Invoice Automations w/ Data Placeholders - SuiteDash continues to enhance its powerful Automation capabilities with an update to the Proposal-to-Invoice workflow. When a Proposal is submitted and accepted via e-signature, it can automatically convert into an Invoice—a highly efficient feature that many SuiteMates rely on. - With this latest enhancement, you can now use Data Placeholders in the title of the resulting Invoice. This allows you to dynamically insert personalized or system-generated information—such as the Client Name, Project Title, Proposal ID, or other custom fields—directly into the Invoice name. - This added control lets you standardize how Invoices are titled when they are auto-generated from Proposals, ensuring consistency across your records and aligning with your internal naming conventions. It’s another way to help your team stay organized, efficient, and system-driven. - **👍 Dynamic Invoice Naming:** Use Data Placeholders to automatically include relevant information in the Invoice Title. - **👍 Streamlined Conversions:** Maintain consistency and structure when auto-generating Invoices from accepted Proposals. - **👍 Process Alignment:** Fit the naming of your generated Invoices into your broader systems and workflows for better internal tracking. - **TL;DR:** This update brings more structure to your billing automation by allowing dynamic naming of Invoices generated from Proposals, helping you maintain clarity and alignment across your operations. - Available NOW to ALL Thrive & Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/433-automations-breakdown](https://help.suitedash.com/article/433-automations-breakdown)** ##### Office // Discounts for non-Credit Card payments - SuiteDash introduces a thoughtful solution to a long-standing request: handling credit card processing fees without legally questionable surcharges. Rather than adding a fee for card payments, you can now offer a discount when your Clients choose manual payment methods such as cash, check, or other custom-configured methods. - This new feature allows you to define which Payment Methods are eligible for the discount directly in your settings. When applied, the full Invoice amount is shown as usual at the top of the Invoice, but an alternative Discounted Amount will appear below, visible only if the Client selects a qualifying payment method. - For example, if the Client chooses to pay by credit card, they’ll pay the full amount. But if they opt for a check or other approved manual method, they can pay the discounted amount—and the Invoice will be fully satisfied upon recording that payment. - When you record the payment manually and select an eligible payment method (like check), the discount is automatically applied. Once saved, the Invoice is marked as fully paid using the discounted total. - **👍 Legal-Friendly Cost Recovery:** Offer discounts for cash, check, or custom payment methods instead of surcharging card payments. - **👍 Client-Facing Transparency:** Clients see both the full amount and discounted amount, helping them choose their preferred method. - **👍 Automatic Discount Recognition:** Discounts are automatically applied and recognized when recording eligible manual payments. - **TL;DR:** This feature provides a compliant way to offset payment processing costs by incentivizing non-card payment methods. It offers flexibility for you and your Clients while keeping the billing process transparent and streamlined. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings](https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings)** ##### Office // Installment Payments Possible via Manual Payments - SuiteDash’s Installment Payments feature makes it easy to break down large totals into manageable parts, giving you full control to define installment structures based on either fixed amounts or percentage splits. On the Client side, these installments can be paid one at a time directly from the Portal, with each successful payment automatically updating the Invoice to reflect the new balance. - Now, this flexibility has been extended to include Manual Payments—such as payments made via cash, check, or even through offline gateways. Admins can now record each individual installment manually, marking them as paid within the system. This ensures the Installment Plan stays accurate and up-to-date, even when payments are collected outside the online Portal. - Once the payment is recorded, the system updates the Invoice balance accordingly, so when the Client views their Invoice, they’ll see the correct remaining balance with previous installments properly accounted for. - **👍 Manual Payment Compatibility:** Admins can now mark individual Installment Payments as paid when receiving payments via cash, check, or offline gateways. - **👍 Accurate Invoice Balances:** The total owed on the Invoice automatically reflects all manual and online installment payments. - **👍 Greater Flexibility:** Whether online or offline, all payment methods are now compatible with the Installment Payment system. - **TL;DR:** This enhancement brings full flexibility to the Installment Payments system, allowing Admins to manually satisfy installments and keep Invoices accurate—regardless of how payments are received. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/544-office-installment-payments](https://help.suitedash.com/article/544-office-installment-payments)** ##### Forms // Headers & Footers for Standalone Forms - SuiteDash has expanded the customization capabilities of Forms by introducing support for individual HTML Headers and Footers. This allows you to add rich, styled content above and below the Form using the WYSIWYG Editor, giving you more control over the presentation and context of your form-based workflows. - This feature is especially useful when you’re using the Standalone Form option with a friendly public URL. Now, you can include an attention-grabbing header—such as a logo, introduction paragraph, or detailed instructions—right above the form to provide clarity and professionalism to your Clients or Prospects. - The Footer offers equally valuable space where you can include next steps, closing information, disclaimers, or compliance-related messaging. Whether it’s for onboarding, opt-ins, applications, or anything in between, these enhancements give you the tools to wrap your forms in fully branded, informative content. - One exception: Booking Forms only support the Footer, due to their unique layout as standalone booking pages. - **👍 Enhanced Form Presentation:** Add HTML headers and footers to provide structure, context, and branding around your Forms. - **👍 Public-Friendly Layout:** Ideal for standalone forms with friendly URLs, making them polished and accessible for public users. - **👍 WYSIWYG Customization:** Easily craft rich content using the built-in editor—no need for custom code. - **TL;DR:** This update allows you to fully frame your Forms with custom content, improving communication, professionalism, and user experience across both internal and public-facing workflows. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/432-forms-overview](https://help.suitedash.com/article/432-forms-overview)** ##### Support Tickets // Bulk & Individual Delete - SuiteDash’s Support Tickets Toolkit continues to evolve—driven by the needs and requests of our Community. While Support Tickets were originally designed without the ability to delete them – with the idea that it would be a benefit to always have them on file in case there was a need. But, many in our Community found that they really wanted to delete the old Tickets and of course, we’re listening! - You now have the ability to delete Support Tickets directly from the platform. Whether you’re cleaning up old test tickets, removing duplicates, or simply streamlining your ticket history, this new option gives you the control you need. - This update is a direct response to requests from our Community, and now SuiteMates can manage their ticket database in a way that fits their internal processes—without sacrificing usability or organization. - **👍 Community-Requested Flexibility:** You asked, and we delivered—the ability to delete support tickets is now in your hands. - **👍 Cleaner Ticket Management:** Remove outdated, duplicate, or irrelevant tickets to keep your workspace organized and efficient. - **👍 Full Admin Control:** Deletion options put you in charge of your support ticket lifecycle with no unnecessary clutter. - **TL;DR:** SuiteDash now gives you the power to delete Support Tickets, offering greater flexibility and control over your support operations—because managing your data should be as dynamic as the needs of your business. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/577-support-tickets-inboxes](https://help.suitedash.com/article/577-support-tickets-inboxes), [https://help.suitedash.com/article/574-support-tickets-overview](https://help.suitedash.com/article/574-support-tickets-overview)** ##### White Label // Login Sliders – Autoplay & Loop Options - SuiteDash has enhanced the customization options for Login Sliders, which are used on Custom Login Pages to display Announcements, Quotes, and Images. These sliders are often a key part of branding and messaging, and now you have even more control over how they function. - You can now enable Autoplay and Loop behaviors for your sliders. Loop ensures that once all the slides have been displayed, the sequence starts again from the beginning. Autoplay moves the slides forward automatically, creating a hands-free viewing experience for your users. - If you choose to enable Autoplay, there’s also a subsetting that allows you to define what happens when a user hovers over the slider. You can decide whether it pauses for interaction or continues cycling through the slides uninterrupted. - These new settings offer you more control over the presentation of your login content and give you the ability to craft a more dynamic and tailored first impression for your Clients, Prospects, and Staff. - **👍 Autoplay & Loop Options:** Enable sliders to play automatically and restart from the beginning after completing a full cycle. - **👍 Hover Behavior Control:** Choose whether autoplay pauses on hover or continues, depending on the experience you want to deliver. - **👍 Branded Experience Customization:** Create a login experience that feels polished and engaging by adjusting slider behavior to suit your brand. - **TL;DR:** These new controls let you fine-tune how sliders behave on your Custom Login Pages, providing a flexible, white-labeled experience that aligns with your brand’s presentation style. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/131-customize-your-login-page](https://help.suitedash.com/article/131-customize-your-login-page)** ##### Office // Billing Units – Standard & Styled Descriptions - SuiteDash has introduced expanded content options for all Billing Units, which include Items, Add-Ons, Packages, and Bumps. With this update, you now have the ability to use both Standard and Styled Descriptions, giving you greater flexibility in how you present your offerings to Clients during the checkout and billing process. - Standard Descriptions are shown directly within the Checkout Form’s item selection view, making them perfect for brief, at-a-glance explanations. These concise descriptions help your Clients quickly understand each option while making their selections. - Styled Descriptions are designed for more detailed presentations and appear in areas where expanded content is appropriate—such as under View More Info links in Checkout Forms and on Invoices. Styled Descriptions support HTML and can be created using the WYSIWYG Editor, allowing you to include bullet points, headers, styled text, and other formatting options. - This dual-description approach gives you the best of both worlds: clarity and speed for the initial decision, and depth and professionalism for those who want to know more before committing to a selection or purchase. - **👍 Standard Descriptions:** Display concise item information in the Checkout Form’s main selection area for quick reference. - **👍 Styled Descriptions:** Use rich text formatting via HTML or the WYSIWYG Editor to provide detailed, branded descriptions in expandable views and Invoices. - **👍 Enhanced Sales Presentation:** Showcase your Billing Units with structured content that informs and builds trust with your Clients. - **TL;DR:** With this update, you can now pair quick-hit summaries with fully styled, informative content to create a more engaging and effective checkout and billing experience. Perfect for selling services or products with clarity and impact. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings](https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings)** ##### Office // Subscription & Payments Sources - SuiteDash continues to enhance its Office Toolkit with a new update to the Subscriptions and Payments lists. You can now view the Source of each Subscription or Payment, giving you greater insight into how and where these transactions were initiated. - This new Source data allows you to easily determine whether a Subscription or Payment originated from a Package, an Invoice, a Checkout Form Submission, or another channel. This level of detail is especially helpful when analyzing customer behavior, troubleshooting billing issues, or simply organizing your financial records more effectively. - Even better, you can now apply filters based on Source to quickly narrow down and focus your view—saving time and helping you make more informed decisions across your billing workflows. - **👍 Source Visibility:** Instantly see whether a Subscription or Payment came from a Package, Invoice, Checkout Form, or another method. - **👍 Advanced Filtering:** Filter Subscriptions and Payments by Source to simplify reporting and streamline billing management. - **👍 Clearer Insights:** Understand customer behavior and trace payment origins more accurately for better financial oversight. - **TL;DR:** This update brings transparency and control to your billing data by showing exactly where each Subscription or Payment originated. Use this new level of detail to optimize your workflows and reporting. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/88-invoices-subscription-plans](https://help.suitedash.com/article/88-invoices-subscription-plans), [https://help.suitedash.com/article/604-office-payments](https://help.suitedash.com/article/604-office-payments)** ##### Forms // Checkout Forms – Expanded Color Customization Options - SuiteDash has expanded the styling capabilities of Checkout Forms and the Proposal Choice Block to offer precise control over color customization for virtually every component presented to your Clients. - This means you can now configure colors for each element—Items, Add-Ons, Packages, Bumps, and more—ensuring your form aligns perfectly with your intended brand presentation. Whether it’s matching a specific brand palette or creating a visually consistent experience across your client-facing assets, you now have the tools to control every detail. - The importance of brand consistency cannot be overstated, especially in sales and payment experiences. These updates allow you to deliver a polished, professional, and immersive visual experience that builds trust and reinforces your brand. - **👍 Full Branding Control:** Customize the colors of every element within your Checkout Form for a pixel-perfect brand presentation. - **👍 Consistent User Experience:** Keep colors consistent across your proposals, packages, and payment elements to create a seamless look and feel. - **👍 Applies to Multiple Components:** Expanded color options affect all client-facing elements including Proposal Choice Blocks, ensuring uniformity across the platform. - **TL;DR:** This feature gives you the power to present every detail with your unique color styling, reinforcing your brand and elevating the professionalism of your sales interactions. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/595-forms-checkout-form](https://help.suitedash.com/article/595-forms-checkout-form)** ##### Marketing // Preview Email Campaign After/During Send - With this update, SuiteDash makes it easier than ever to reference and review your Email Campaigns, even after they’ve already been sent. - Previously, if you wanted to view a campaign after sending, you’d need to duplicate it and go through extra steps. Now, you can simply open the Campaign and preview the full content directly in a convenient sidebar view—saving time and streamlining your review workflow. - This functionality is especially helpful for historical reference, internal approvals, or double-checking what content was delivered to a specific Target without interrupting your campaign rhythm. - **👍 No Duplication Needed:** Instantly view a full preview without duplicating the campaign. - **👍 Sidebar Access:** The campaign preview opens conveniently in a sidebar for quick reference. - **👍 Streamlined Review:** Perfect for confirming content after sending or sharing with internal stakeholders. - **TL;DR:** This simple yet powerful improvement saves time, reduces redundancy, and enhances visibility into your live email communications. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/105-marketing-create-email-campaigns](https://help.suitedash.com/article/105-marketing-create-email-campaigns)** ##### Automations // Improved UI for Update Custom Field Automation - The Update Custom Field Automation step has received a significant user interface upgrade, making it much easier to manage and update Custom Fields directly within your Automations. - Now, when configuring this step, you’ll see an organized accordion-style layout that clearly displays all active Custom Fields. This intuitive structure allows you to expand and edit each one individually, eliminating guesswork and giving you full confidence that your updates are being applied exactly as intended. - This improvement is especially helpful in more complex Automations with many fields to manage, ensuring clarity and efficiency throughout your workflow design. - **👍 Accordion Layout:** Visually separates and organizes Custom Fields for quick access and editing. - **👍 Less Confusion:** Easily match the correct data to the right Custom Field without second guessing. - **👍 Faster Workflow Design:** Build and update your Automations more confidently with clear, editable field displays. - **TL;DR:** A simple but powerful change that helps make your Automation setup faster, clearer, and far more user-friendly. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/383-automations-nocodeautomation](https://help.suitedash.com/article/383-automations-nocodeautomation)** ##### Zapier // General Integration Improvements - We’ve extended the capabilities of our Zapier integration to make your third-party workflows even more powerful and precise. These new improvements help you better automate CRM operations using external platforms. - Now, when creating Contacts or Companies through Zapier, you’ll also have the ability to trigger Deal Generators automatically. This opens up a wide range of possibilities for seamlessly integrating your sales pipeline into your onboarding flows. - In addition, Zapier actions now support searching by Custom Fields, making it much easier to locate and update specific records with pinpoint accuracy, especially in complex environments where names or emails may not be unique. - **👍 Deal Generator Triggers:** Launch Deal Generators automatically as you create CRM records from Zapier. - **👍 Custom Field Search:** Find and manage records based on your own unique data points. - **👍 Smoother Integrations:** Streamline processes and reduce manual cleanup with more powerful search options. - **TL;DR:** These upgrades bring more control, flexibility, and automation potential to your SuiteDash + Zapier workflows. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/97-zapier-integration](https://help.suitedash.com/article/97-zapier-integration)** March 28, 2025 Live ##### Billing / HUGE Update for Items, Add-Ons, Packages and now… Bumps! - SuiteDash has released a powerful upgrade to its Billing Toolkit—completely transforming how you configure and present Subscription Items, One-Time Charges, and Client-Selectable Options across Invoices, Estimates, Proposals, and Checkout Forms. - At the core of this update is the unification of your billing structure. Instead of relying on separate “Plans” blocks, every Item, Package, and Add-On can now be configured as either a One-Time Charge or a Recurring Subscription. This brings massive flexibility, as you can mix and match billing types in the same Invoice or Proposal—perfect for offering both a one-time setup fee and a monthly service subscription in a single, seamless experience. - When configuring a Subscription Item, you can either select an existing Plan or create a new one on the fly, complete with its billing cycle, amount, and associated Automations. These Plans act as templates and allow you to manage and reuse your recurring billing structures with precision. - Price Bumps introduce a new layer of upselling power. These optional charges are attached to specific Items, Packages, or Add-Ons and can be selected by the Client in Checkout Forms or Proposal Choice Blocks. Like all billing elements, Price Bumps support their own Automation triggers and are fully conditional. - Clients can now dynamically adjust Quantity, Rate, and even enter custom donation-style values—all directly in the interface. These updates are reflected in real-time, with inline calculations for Taxes, Discounts, and Total Amounts. - **👍 Unified Billing Experience:** One-Time & Subscription options are now built directly into Items, Packages, and Add-Ons—no more separate Plan blocks. - **👍 Dynamic Client Interaction:** Clients can adjust quantities, select optional Price Bumps, and enter custom amounts in real time. - **👍 Automation-Powered Precision:** Every billing component—including Bumps—can trigger targeted Automations based on Client selections. - **TL;DR:** This update gives you complete flexibility to present billing options your way. Configure everything from recurring subscriptions to one-time offers, bundle upsells, and fine-tune every detail—backed by targeted Automations. It’s a smarter, more powerful way to handle billing, proposals, and client checkouts. - **VIDEO >** This is a pre-release video, but the feature is now LIVE > [https://yt.openinapp.co/qfcwr](https://yt.openinapp.co/qfcwr) - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings](https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings)** ##### Appointments / Native Book Me Form - The new Book Me Form is a fully customizable, public-facing appointment scheduling interface that gives you the power to create beautiful, branded, and streamlined booking experiences for any or all of your Appointment Generators. - Each Book Me Form can be designed to serve as a personalized scheduling portal. You can create a single form that includes multiple Appointment Generators or tailor a Form for each individual Staff member. Each Form is perfect for use as a shareable scheduling link—much like Calendly or Google Bookings—while offering full control over branding, content, and CRM integration. - Each Appointment Generator inside the Book Me Form includes full configuration of availability, notifications, confirmation messages, and meeting options. Staff can be assigned individually to each Appointment Generator, and auto-creation of Zoom, Google Meet or Microsoft Teams links is supported, ensuring a seamless virtual meeting experience. - Even better, the Book Me Form itself is highly customizable. Add a profile photo, description, button links (e.g., website, LinkedIn), accent colors, and an optional cover image to make the form a true extension of your personal or business brand. You can label each section with your own titles like “About Me” or “Let’s Connect,” and include CRM data fields, contact fields, company fields, or custom fields—all configurable with validations, automations, and portal invitations. - **👍 All-in-One Booking Page:** Combine multiple Appointment Generators in a branded, public-facing page that acts as your central scheduling link. - **👍 Custom Branding & Layout:** Personalize everything from profile photo, button links, and section titles to accent colors, background images, and layout options. - **👍 Built-In CRM Integration:** Seamlessly add Unknown Targets as Prospects, assign Coordinators, apply Circles, send Portal Invites, and trigger Automations—just like with any other SuiteDash Form. - **TL;DR:** The Book Me Form transforms appointment scheduling into a professional and personal experience. Whether you’re a coach, consultant, agency, or internal team, this powerful feature gives you the freedom to customize every detail—turning a simple calendar link into a branded client interaction tool. - **VIDEO >** An excellent video by our friend Marie > [https://yt.openinapp.co/mex56](https://yt.openinapp.co/mex56) - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/609-forms-booking-form](https://help.suitedash.com/article/609-forms-booking-form)** ##### CRM / Deal Generators - With the addition of Deal Generators, we’re continuing to expand the power and flexibility of Automations in the CRM environment. Just like our other Generators, these are designed to dynamically generate key objects — in this case, Deals — using settings you configure in advance. This means you can now spin up Deals at the exact moment they’re needed, fully customized, and loaded with Automations. - These Deal Generators are purpose-built to give you precision control over how Deals are created and how they behave from the very first moment they enter your Pipelines. - You can dynamically set the Deal Title, choose which Pipeline to use, define the initial Stage, assign an Expected Value, set a relative Expected Close Date, and more! - **👍 Set up once, then fire dynamically using Automation:** Each Deal created via the Generator can be pre-configured with its own Deal-level Automations that will run each time that Deal is moved from one Pipeline Stage to another. - **👍 Assign Followers and Automations in advance:** You can assign Followers at the Generator level, and they’ll be automatically applied to each generated Deal. - **👍 Control every detail, from Pipeline to Expected Close Date:** In the Deal Generator, the Expected Close Date uses a smart relative system: if you enter “90 days,” the Generator will automatically calculate 90 days from the current date at the time of generation. - **TL;DR:** Deal Generators give you full Automation-powered control over when and how Deals are created. You configure the settings once, and then use them in any Automation to generate Deals with custom titles, values, close dates, stages, followers, and more. Every generated Deal enters the Pipeline exactly as you’ve defined it — and every movement within that Pipeline can fire up to three distinct Automations: one on Stage Exit, one on Stage Entry, and one on the Deal itself that triggers every time the Deal is moved. It’s flexible, powerful, and designed to give you complete control over your customer journey. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/610-crm-deal-generators](https://help.suitedash.com/article/610-crm-deal-generators)** ##### CRM / Deals Export - Your ability to manage Deals in SuiteDash just leveled up — now with full Export functionality. While Deals already serve as a powerful way to track opportunities and navigate workflows, this new update unlocks the potential to take your Deal data outside of SuiteDash for analysis, reporting, and more advanced forecasting. - Whether you’re preparing a stakeholder report, syncing with an external system, or crunching numbers in your own custom dashboard — exporting Deals gives you the freedom to harness your CRM data however you see fit. - Combines perfectly with existing Deal logic in SuiteDash — providing visual, interactive pipeline management and portable data for deeper reporting. - **👍 Export all your Deal data, anytime:** Export includes every vital data point: Deal UID, associated Company or Contact, Deal Name, Deal Details, Category, Current Stage, Expected Value, and Expected Close Date. - **👍 Power external reports & forecasting:** Forecasted revenue can now be tracked more effectively across external tools, helping you map out future projections based on pipeline status and confidence-to-close percentages. - **👍 Leverage SuiteDash as your CRM source of truth:** Enables deeper insights for business owners and managers by supporting customized analytics workflows, from spreadsheets to third-party integrations. - **TL;DR:** Deals Export gives you the ability to extract all the essential Deal data from SuiteDash and put it to use however you need. Whether it’s for revenue forecasting, pipeline performance analysis, or cross-platform integration, you now have full access to every Deal’s details — from value and stage to expected close and associated contacts. SuiteDash continues to be your all-in-one platform, but now with a new window open for enhanced external workflows. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/85-deals-getting-started](https://help.suitedash.com/article/85-deals-getting-started)** ##### Forms / New Form options in FLOWs - FLOWs have always been a powerful tool for creating structured, automated onboarding and engagement sequences — but now they’ve taken a big leap forward. With the expanded support for a wider range of Form types, your FLOWs just became more versatile, more dynamic, and more tailored to your specific needs. - Whether you’re collecting data from new Prospects, guiding existing Clients through a series of steps, or assigning tasks to Staff, these new Form options dramatically increase what you can accomplish inside your FLOWs. - On-Boarding FLOWs and On-Demand FLOWs targeting CRM users now support: Kickoff Forms, Update Forms, Support Forms, General Forms, and Subscriber Forms — with Checkout and Booking Forms coming soon. - **👍 CRM FLOWs now support up to five Form types:** Keep in mind that when using a Kickoff Form in a FLOW intended for CRM Targets, only the “Known Target” configuration will apply since in all cases, the Target will already be Known. - **👍 Staff FLOWs gain new supported Form options:** For FLOWs targeting Staff, you can now use Update Forms, General Forms, and Subscriber Forms. - **👍 Checkout & Booking Forms coming soon 🎉:** These new options give you much more flexibility in how you design and execute your FLOWs — turning them into even more customizable interaction journeys for both CRM and Staff participants. - **TL;DR:** MORE Forms Options in FLOWs means your On-Boarding and On-Demand FLOWs are no longer limited to just Update Forms. You can now use Kickoff, Support, General, and Subscriber Forms depending on the FLOW type and Target — with Checkout and Booking Forms on the way. Whether you’re guiding a new Client through onboarding or assigning internal tasks to Staff, FLOWs are more powerful than ever and opening doors to whole new levels of Automation. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/441-flow-steps-breakdown](https://help.suitedash.com/article/441-flow-steps-breakdown)** ##### Portal / Custom Menus for Teams - Custom Menus are already a key part of tailoring the SuiteDash experience — giving you the power to rename, reorder, hide, and even create new menu items based on Role or CRM Circle. But now, we’re taking that customization to a whole new level by introducing Team-based visibility. - This new update gives you even more granular control over who sees what — allowing you to create precise, role-based and team-based navigation experiences across your Staff interface. - The visibility logic uses an AND condition: Menu Items will display only if the Staff member’s Role and Team match the configuration. - **👍 Set visibility based on both Role & Team:** You can now control visibility of Top-Level Menu Items and Sub-Items based not only on Role, but also on Team Membership. - **👍 Build private menus for internal processes:** This is ideal for building ultra-specific dashboards, giving each team just what they need — and nothing they don’t. - **👍 Protect & streamline Staff Dashboards:** You still retain all existing customization powers: renaming items, changing icons, reordering, and even adding new menu items tailored to specific workflows. - **TL;DR:** Custom Menus for Teams lets you restrict menu visibility based on Team membership in addition to Role. This dual-logic system ensures that only the right people see each menu item, keeping your workflows clean, private, and purposeful. Whether you’re organizing by department, responsibility, or permission level, this feature empowers you to build a fully customized Staff interface — perfectly aligned with how your business actually works. - Available NOW to ALL Thrive & Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/158-custom-menus](https://help.suitedash.com/article/158-custom-menus)** ##### Portal / Social Media Icons in Email - SuiteDash now offers full customization for the Social Media Icons that appear at the bottom of all transactional and marketing emails. This new feature gives you total control over which social media platforms you want to feature and how those icons are displayed, enhancing your email branding and aligning it more closely with your business identity. - You can choose from pre-designed, matching icon sets that include the most popular social media platforms like Facebook, Instagram, TikTok, X (formerly Twitter), and more. Each platform can be enabled or disabled individually, allowing you to showcase only the channels that are relevant to your brand. - For each icon, you can paste your direct social media URL, making it easy for recipients to connect with your business. If the pre-built sets don’t fit your visual preferences, you also have the option to create your own fully customized set using icons you’ve sourced or created yourself. - Additionally, even within the existing sets, you can extend their functionality by uploading your own custom icons—perfect for niche platforms like Dribbble or other industry-specific networks. Whether you use the ready-made sets or build your own from scratch, you’ll be able to elevate your email communications with a professional and cohesive look. - **👍 Pick or Personalize:** Choose from existing icon sets or upload your own to create a fully custom display of social media links. - **👍 Platform Control:** Enable or disable icons individually and paste your direct links for each platform. - **👍 Extended Flexibility:** Add custom icons to existing sets for less common platforms or industry-specific networks. - **TL;DR:** This feature empowers you to customize and control the display of social media icons in your outgoing emails. Whether you use matching pre-built sets or craft a custom collection, SuiteDash gives you the tools to ensure your email branding stays consistent and on point. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/128-customize-email-branding](https://help.suitedash.com/article/128-customize-email-branding)** ##### Portal / Quick Find for Staff - SuiteDash’s Quick Find feature has long made it easy to access CRM Companies and Contacts—and now it’s even more powerful with the addition of Staff search capabilities. This enhancement allows you to instantly search for and access your Staff Targets from anywhere within the platform. - You can activate Quick Find using the F key as a keyboard shortcut or by clicking the Quick Find icon, giving you fast, universal access regardless of where you are in the SuiteDash interface. The search experience is intuitive and seamless—just type, find, and act. - With this update, you can now easily locate any Staff Target and take immediate action. Once found, you can either Edit or Impersonate the selected Staff member directly from the search results, helping you manage your team and workflows more efficiently. - This improvement reduces the number of clicks and the time it takes to navigate to specific Staff profiles, offering a major convenience upgrade for Admins and Super Admins who manage teams inside SuiteDash. - **👍 Universal Staff Search:** Quickly search for and retrieve Staff Targets using the F key or a single click from anywhere in the platform. - **👍 Edit or Impersonate with Ease:** Once located, you can immediately Edit or Impersonate the selected Staff Target. - **👍 Faster Workflow Access:** Eliminate extra clicks and find what you need faster, streamlining navigation across your organization. - **TL;DR:** This enhancement brings your Staff Targets into the Quick Find experience, letting you instantly search, edit, or impersonate team members with a single keystroke—saving time and boosting efficiency across your operations. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/603-quick-find-search-widget](https://help.suitedash.com/article/603-quick-find-search-widget)** ##### Projects / Quick Find for Projects - SuiteDash’s Quick Find feature just got even better with the addition of Projects to its search capabilities. Previously available for quickly navigating to CRM Companies and Contacts, Quick Find now gives you instant access to your Projects, making it easier than ever to manage your workflows. - You can activate Quick Find from anywhere within the SuiteDash platform using a simple keyboard shortcut (F) or a single click. This provides immediate access to the search bar no matter what page you’re on, enabling you to quickly locate and act on the Project you need without delay. - With this new functionality, you can search for a Project, then take fast action—add a Task, start a Timer, navigate directly to the Project Dashboard, or edit Project details—all directly from the Quick Find interface. This eliminates unnecessary clicks and significantly reduces the time spent navigating the platform. - Whether you’re managing a handful of active Projects or hundreds, this enhancement simplifies your day-to-day operations and keeps everything just a keystroke away. - **👍 Instant Project Access:** Search and retrieve Projects instantly from anywhere using the F key or a single click. - **👍 Action-Ready Results:** Add Tasks, start Timers, edit Projects, or jump to the Project Dashboard without leaving the Quick Find. - **👍 Streamlined Workflow Navigation:** Reduce friction, save time, and manage Projects more efficiently with fewer clicks. - **TL;DR:** This update adds your Projects to SuiteDash’s universal search tool, allowing you to instantly find and take action on any Project with a single keystroke. It’s all about speed, simplicity, and smarter navigation. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/603-quick-find-search-widget](https://help.suitedash.com/article/603-quick-find-search-widget)** ##### Appointments / Updated Appointment Reminders Structure - SuiteDash has introduced a robust, flexible, and highly customizable system for managing Appointment Reminder Notifications. Designed to work across multiple levels of your organization, this feature gives you complete control over how and when reminders are sent—whether through email, SMS (via Twilio), or platform notifications. - At the Global Level, Admins and Super Admins can define organization-wide defaults that determine how both Staff and CRM Targets are reminded about upcoming appointments. These global settings automatically apply to newly created Staff and cascade downward through the system unless customized at lower levels. - Each Staff Member has the ability to adjust their personal reminder preferences. When a Staff Member is assigned to an Appointment Generator, their current notification settings are applied to that Appointment Generator. Each Appointment Generator can then be further tailored, with its own unique set of reminder rules that can be pushed down to all existing appointments created from it. - Finally, at the Individual Appointment Level, changes can be made without affecting upstream settings. This means reminders for a specific appointment can be altered as needed, giving ultimate flexibility when exceptions arise. Powerful override options are available at every level—Staff, Appointment Generator, and Global—so Admins can enforce uniformity across the platform when necessary. - **👍 Multi-Level Flexibility:** Customize reminders globally, by Staff, by Appointment Generator, or even per Appointment for a fully tailored experience. - **👍 Powerful Overrides:** Push updated settings down through all levels—Staff, Appointment Generators, and existing Appointments—with a single click. - **👍 Universal Access Control:** Grant or restrict access to reminder management based on roles or specific users, including office managers or booking coordinators. - **TL;DR:** This fully structured, customizable system gives you the power to manage reminders for appointments with precision. From global defaults to one-off changes at the individual appointment level, this feature adapts to your workflows and team structure while offering efficient ways to standardize your settings across the board. - **VIDEO >** [https://yt.openinapp.co/zpke6](https://yt.openinapp.co/zpke6) - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/377-manage-your-calendars-and-schedules](https://help.suitedash.com/article/377-manage-your-calendars-and-schedules)** ##### Portal / Custom UID Options - SuiteDash now introduces Custom UIDs—a simple yet powerful feature designed to make it easier to reference and track your key assets like Clients, Staff, Projects, and Work Requests. While the platform has always used system-generated UIDs, these are long, complex, and best suited for machines. With Custom UIDs, you get human-readable, easy-to-share identifiers that improve clarity and communication in everyday workflows. - You can define your own UID prefixes (like PJ882) to fit your internal naming logic—whether it’s based on year, service type, or team code. Once you activate the feature and choose your prefixes, SuiteDash generates a UID for every existing record. That prefix structure is permanent for existing records, so it’s important to plan accordingly before activation. However, you’re free to change prefixes going forward for future records. - Once activated, you’ll see these UIDs throughout the platform—in dashboards, lists, filters, and the Quick Find tool. You can copy and paste them easily, use them to search across entities, and even use them as dynamic parts of project names in Project Generators. It’s a seamless way to identify, share, and locate your most important assets quickly. - **👍 Human-Readable Identifiers:** Create short, easy-to-read UIDs like CL1001 or PR2025 that are searchable, shareable, and communication-friendly. - **👍 Integrated Across the Platform:** Use Custom UIDs in search, filters, dashboards, Quick Find, and even inside Project Generators. - **👍 Tailored to Your Workflow:** Set prefixes that match your naming system, reset counters as needed, and maintain uniqueness and structure across all records. - **TL;DR:** SuiteDash’s new Custom UID feature empowers you to bring clarity and consistency to your operations. Unlike system-generated hashes meant for backend systems, Custom UIDs are designed for humans—easy to speak, type, share, and search—perfect for organizing and referencing key data across your business. - **VIDEO >** [https://yt.openinapp.co/it13j](https://yt.openinapp.co/it13j) - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/607-uid-settings](https://help.suitedash.com/article/607-uid-settings)** ##### Portal / Staff Profile Pages - SuiteDash introduces Staff Profile Pages, a beautifully customizable and dynamic way to showcase the people behind your business. These Profile Pages are designed to help your Staff make strong, personable connections with Clients and Prospects—whether it’s in an email signature, on a business card, or through a “Meet the Team” section of your website. - With SEO-friendly URLs and fully white-labeled presentation, each Profile Page is a public web page that highlights individual Staff details, complete with customizable styling, embedded Staff Custom Fields, and personal branding. These pages are built using dynamic data placeholders, allowing one template to serve many different Staff members, each with their own unique data, images, and contact information. - Admins can assign these pages to specific Staff, Teams, or Roles, and each Staff member can personalize their own friendly URL (e.g., yourdomain.com/meet-me/john-smith). Dynamic placeholders like name, title, bio, and even custom WYSIWYG sections make each profile automatically tailored to the Staff member based on the link that’s accessed. - Even more powerfully, when a CRM Target is logged into the portal and visits a Staff Profile Page, SuiteDash knows who they are and can offer dynamic navigation options—like a button to “View Your Coordinator” or “Contact Your Salesperson.” You can also link directly to a specific Staff member’s Profile Page when needed. - **👍 Dynamic Personalized Pages:** One template serves many with dynamic data fields that auto-populate each Staff member’s profile. - **👍 Custom URLs + SEO Ready:** Every Profile Page has a clean, friendly URL and includes SEO features like dynamic title and meta descriptions. - **👍 Human Connection, Powered by Data:** Empower Staff with personalized pages for marketing, trust-building, and increased credibility. - **TL;DR:** SuiteDash’s new Staff Profile Pages give your team a powerful tool for visibility and professionalism. Whether it’s for your sales team, trainers, or client-facing team members, these pages combine flexibility, privacy, and custom branding—all managed dynamically from a single profile template. - **VIDEO >** https://yt.openinapp.co/34ymb - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/608-pages-creating-a-staff-profile-page](https://help.suitedash.com/article/608-pages-creating-a-staff-profile-page)** ##### Billing / Update Subscription Details - SuiteDash now delivers one of the most requested Billing features from the Community—the ability to update existing active Subscriptions. Until now, once a Subscription was created, it couldn’t be changed. That meant no adjustments to price, frequency, billing cycle, or discounts. But thanks to Community feedback and the power of being a truly Community-First platform, that all changes today. - With this new feature, Admins and Super Admins can now modify nearly every aspect of an active Subscription. This includes changing the billing amount, adjusting the frequency (monthly, yearly, etc.), modifying the next billing date, applying a discount, and even altering the tax or quantity. It gives you more flexibility as a business and improves the overall experience for your Clients and Customers. - The changes apply to individual Subscriptions and do not affect the original Subscription Plan or other Subscriptions created from that plan. All updates are done manually and are limited to active Subscriptions only. - **👍 Full Manual Control:** Change amount, frequency, billing date, tax, discounts, and more—all within a single Subscription. - **👍 Client-Centric Flexibility:** Adjust to your Clients’ needs on the fly—switch from monthly to yearly, apply discounts, or update terms as needed. - **👍 Community-Driven Development:** This feature exists because of direct feedback from our SuiteDash Community in the VIP Suite. - **TL;DR:** SuiteDash’s new ability to edit active Subscriptions gives Admins and Super Admins the power to fine-tune recurring payments. Whether it’s for flexibility, customer service, or correction, you now have the tools to modify subscriptions directly—without needing to cancel and restart the process. - **VIDEO >** [https://yt.openinapp.co/qwai6p3](https://yt.openinapp.co/qwai6p3) - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/88-invoices-subscription-plans](https://help.suitedash.com/article/88-invoices-subscription-plans)** ##### Forms / Advanced HTML Block – Hide when Embedded Option - One of the biggest strengths of using SuiteDash to automate your business processes is the dual-purpose power of Forms. Whether your customers are submitting data through a public-facing website embed, or your Staff is entering the data via Staff Submit, it all leads to the same consistent workflow — triggering Automations, assignments, and ensuring uniformity across all intake points. - Now, we’ve added a smart new way to enhance this dual functionality: a new option that allows you to hide specific content blocks when the form is embedded, making it easier than ever to support your Staff without confusing your customers. - This means your website visitors will only see what’s meant for them — while your Staff, using the same form via the standalone link or Staff Submit, will see the full version with training and support guidance. - **👍 Hide HTML Content Blocks from embedded Forms:** You can now include Advanced HTML blocks with helpful internal instructions, and configure those blocks to be hidden when the form is embedded on your website. - **👍 Show HTML Content Blocks only in Staff Submit mode:** A second option lets you show these blocks only when the form is accessed via Staff Submit, perfect for creating ultra-precise experiences based on the access method. - **👍 Use one Form, one workflow, many access paths:** These new visibility settings allow you to maintain a single unified Form — ensuring that your data collection and workflow logic stay perfectly consistent no matter where or how the form is submitted. - **TL;DR:** The new “Hide when Embedded” option for HTML Content Blocks lets you include internal Staff-only instructions and hide them from public-facing users. You can now tailor the Form experience based on how it’s accessed — whether embedded on your site, opened via standalone URL, or submitted internally by Staff. This ensures consistency in your Automations, while giving you flexibility in how you guide and support your Staff members behind the scenes. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/432-forms-overview](https://help.suitedash.com/article/432-forms-overview)** ##### Projects / Projects API and Webhooks (Create/Update/Delete/Complete) - SuiteDash has enhanced its White Label Secure API with new capabilities for managing and updating Projects. This update introduces the ability to use the API to update both default and custom fields for Projects, significantly expanding the flexibility and integration options available to users. - With this enhancement, you can configure a GET call to pull all Project data from your account, enabling you to replicate this information in a third-party middleware or populate it into another application. Project Identification Logic is integrated into the API, ensuring that the correct Project is targeted for updates based on your workflow parameters. - Additionally, a complete range of Webhooks is now available for all Project update and modification actions. These Webhooks allow you to sync data across your systems in real-time, ensuring that any updates or modifications made to a Project in SuiteDash are instantly reflected in your external data sources. - This API and Webhook combination is designed to help you maintain synchronized data between SuiteDash and any secondary data source. While creating new Projects must still be done within the SuiteDash platform, this update ensures you can easily update and modify existing Project data via the API. - **👍 Project Data Updates:** Use the API to update default and custom fields for existing Projects, enabling seamless integration with external systems. - **👍 Real-Time Webhooks:** Sync data instantly with a full range of Webhooks for Project updates and modifications, ensuring your data stays in sync. - **👍 Integrated Project Identification Logic:** Target the correct Project using built-in logic that aligns with your workflow parameters. - **TL;DR:** The enhanced API and Webhook functionality allow you to update and modify existing Project data while maintaining synchronization with external systems. With integrated Project Identification Logic and real-time Webhooks, SuiteDash ensures your workflows are efficient and connected. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/581-webhooks](https://help.suitedash.com/article/581-webhooks)** ##### CRM / Office / Expenses / Proposals / Payments added to CRM Dashboard - The CRM Contact Dashboard and CRM Company Dashboard have long served as central hubs for managing everything about your CRM Targets — giving you quick access to profile details, Notes, Deals, and more, all in one place. - Now, they’ve become even more powerful. Based directly on feedback from our incredible Community, we’ve expanded these Dashboards to include Expenses, Proposals, and Payments — giving you a more complete picture without ever needing to leave the page. - This enhancement reinforces the CRM Dashboard as your go-to control center for managing relationships and financials. - **👍 View Expenses directly in CRM Dashboards:** View all Expenses tied to a specific Contact or Company — helping you track costs and financial activity alongside CRM data. - **👍 Instantly access Proposals & Payments:** Instantly access all Proposals (Thrive & Pinnacle only) that have been created or assigned for that Target — no need to dig through separate menus. - **👍 Manage more, navigate less:** See a full history of Payments made by the Contact or Company — everything in one unified view for faster decision-making and improved visibility. - **TL;DR:** CRM Dashboards just got even better — with new visibility into Expenses, Proposals, and Payments. Whether you’re looking at a Contact or a Company, you’ll now see everything in one place: financial history, Proposal progress, and Expense tracking right alongside Deals, Notes, and profile data. It’s a major upgrade for your CRM workflows — and a direct result of your continued feedback. Keep it coming, SuiteDash Community! - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/538-crm-dashboard](https://help.suitedash.com/article/538-crm-dashboard)** ##### Proposals / Custom Filters for Proposals / Creation Date / Signing Date - Your list of Proposals just became a whole lot easier to navigate. As your list grows, so does the need to quickly find the right Proposal at the right time — and now, with Custom Filters for both Creation Date and Signing Date, you’ve got the tools to do exactly that. - These new filtering options bring more precision and control to your Proposals view, so you can focus on what matters most without sifting through unnecessary clutter. - These filters pair seamlessly with existing sorting and status options, allowing you to drill down into exactly the Proposals you’re looking for. - **👍 Filter by Proposal Creation Date:** Filter your Proposals based on a Creation Date Range — perfect for finding all Proposals created during a specific project cycle or time window. - **👍 Filter by Proposal Signing Date:** Filter based on the Signing Date Range — giving you an easy way to track signed deals within a defined timeframe. - **👍 Find what you need in seconds:** Whether you’re tracking performance, reviewing signed Proposals, or simply trying to locate a single Proposal — these filters make your workflow smoother and faster. - **TL;DR:** Custom Filters for Proposals now include both Creation Date and Signing Date ranges. These powerful new options make it easy to locate the right Proposal with speed and accuracy — whether you’re reviewing a specific time period, tracking closing activity, or managing client timelines. This feature comes straight from the SuiteDash Community — and we’re proud to deliver it, right on time. - Available NOW to ALL Thrive & Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/442-advanced-filtering](https://help.suitedash.com/article/442-advanced-filtering)** ##### Forms / Remove from Audience / Remove from Circles (Known Only) - Kickoff Forms are a key part of transitioning your Prospects from passive subscribers to active participants in your processes. And now, with two powerful new options — Remove from Audience and Remove from Circles — you gain even more precision over how Contacts evolve through your system. - This is especially useful for situations where someone completes a Form meant to convert them — once they do, you can exit them from their original marketing Audience and move them to a new step in your process. - These actions can be paired with existing Add to Audience(s) and Add to Circle(s) options to ensure smooth transitions between steps in your funnel. - **👍 Remove from Audience in both Known & Unknown sections:** You can now automatically remove a Target from one or more Audiences when they submit a Kickoff Form — helping you keep drip campaigns relevant and avoid unnecessary follow-ups. - **👍 Remove from Circles (Known Targets only):** You can also remove a Target from one or more Circles, but this option is available only in the Known Target section of the Kickoff Form. - **👍 Prevent mixed messaging by clearing outdated assignments:** These updates make it easier to guide users through your marketing funnel while ensuring they don’t receive outdated or irrelevant messaging once they’ve taken action. - **TL;DR:** Kickoff Forms now support automated removal from Audiences and Circles, helping you manage your marketing and organizational structure with more finesse. Removing from Audiences is available for both Known and Unknown Targets, while removing from Circles is limited to Known Targets only. This gives you the ability to shift users from one step in your workflow to the next — and cleanly make sure they are no longer receiving messaging associated with their previous step. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/84-using-kickoff-forms](https://help.suitedash.com/article/84-using-kickoff-forms)** December 6, 2024 Live ##### Calendar / Microsoft 365 Calendar & Teams/Skype Sync - SuiteDash continues to enhance its integration capabilities with the latest update to the Microsoft Integration. This new feature allows you to seamlessly sync your Microsoft 365 Calendar with SuiteDash’s Appointment Scheduling Tool, offering the same robust functionality that has been available for Google Calendar users. - With this integration, you can set the platform’s Appointment Scheduling Toolkit to automatically block availability based on events already present in your Microsoft 365 Calendar, ensuring there are no scheduling conflicts. Additionally, appointments booked through SuiteDash can now sync directly with your 365 Calendar, keeping your schedule centralized and up-to-date. - And, you now have the ability to automatically schedule Microsoft Teams or Skype Meetings for appointments booked through SuiteDash. When an appointment is confirmed, SuiteDash will automatically create a Microsoft Teams Meeting and send the meeting link to the relevant participants, streamlining the process and ensuring a professional, connected experience for your Clients and Prospects. - **👍 Microsoft Calendar Sync:** Sync SuiteDash appointments with Microsoft 365 Calendar and block availability based on existing events. - **👍 Automated Teams Meetings:** Automatically create and send Microsoft Teams Meeting links when appointments are scheduled. - **👍 Centralized Scheduling:** Keep your calendars in sync and avoid scheduling conflicts with this newly added integration. - **TL;DR:** The new Microsoft Office 365 Integration allows you to sync your Microsoft 365 Calendar with SuiteDash’s Appointment Scheduling Tool, ensuring centralized scheduling and avoiding conflicts. Appointments can also automatically create Microsoft Teams Meetings, with links sent directly to participants, enhancing workflow efficiency and connectivity. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/597-microsoft-calendar-integration](https://help.suitedash.com/article/597-microsoft-calendar-integration)** ##### CRM / Multiple Deal Pipelines - SuiteDash continues to enhance its sales and onboarding capabilities with the introduction of Multiple Deal Pipelines. The platform already offers powerful tools to help you create Deal Pipelines and easily move Deals from one Stage to the next, providing a clear visual representation of progress through identifiable Stages. - With this new feature, you can now create unique Deal Pipelines, each with its own set of Stages tailored to a specific sales or onboarding cycle. Previously, you could assign categories to differentiate Pipelines, but now you can go further by customizing the number and arrangement of Stages for each Pipeline. This flexibility ensures that every Pipeline aligns perfectly with the specific needs of your products or services. - Additionally, you can assign Stage-specific percentages that indicate the likelihood of winning a Deal at each Stage. These probabilities can be customized uniquely for every Stage within every Pipeline. This enhancement allows you to generate accurate, tailored sales forecasting reports for each product or service in your offerings. - **👍 Customizable Deal Pipelines:** Create multiple Deal Pipelines, each with its own unique number of Stages, tailored to specific sales or onboarding cycles. - **👍 Stage-Specific Probabilities:** Set unique percentages for each Stage in every Pipeline to enhance your sales forecasting accuracy. - **👍 Enhanced Sales Forecasting:** Completely customize your sales reporting for every product or service in your lineup, ensuring precise and actionable insights. - **TL;DR:** SuiteDash now allows you to create Multiple Deal Pipelines, each with custom Stages and Stage-specific probabilities. This flexibility enhances your ability to tailor sales forecasting and Deal tracking for each product or service, ensuring your CRM perfectly aligns with your business needs. - Available NOW to ALL Thrive & Pinnacle SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/600-crm-deal-pipelines](https://help.suitedash.com/article/600-crm-deal-pipelines)** ##### CRM / Deal Stage Automations - Building on the recently introduced Multiple Deal Pipelines, SuiteDash now offers the ability to configure Deal Stage Automations. This powerful feature allows you to set Automations triggered by a Deal entering or leaving a specific Stage within any Pipeline. - In each Deal Pipeline, for every individual Stage, you can now access Automation Opportunities that fire when a Deal enters a Stage and, separately, when a Deal exits a Stage. This flexibility gives you complete control over how Automations are triggered, creating an adaptive and responsive workflow for your sales and onboarding processes. - This functionality enables you to design workflows where the movement of a Deal from one Stage to the next triggers unique sets of Automations. For example, when a Deal exits an initial Stage, a series of Automations can be triggered to help you close out that Stage. Simultaneously, when the Deal enters the next Stage, a separate set of Automations can be initiated, setting up new tasks or notifications. These Automations run regardless of whether the Stage movement is manual or automated, giving you unmatched versatility. - The possibilities with Deal Stage Automations are immense, empowering businesses to streamline operations, eliminate manual follow-ups, and ensure consistency in their workflows. - **👍 Enter & Exit Automations:** Trigger unique sets of Automations when a Deal enters or exits a Stage within a Pipeline. - **👍 Adaptable Workflow Control:** Design highly responsive workflows based on Stage transitions, ensuring smooth progression through your sales or onboarding processes. - **👍 Enhanced Efficiency:** Automate repetitive tasks and create scalable, streamlined processes for managing Deals across all Pipelines. - **TL;DR:** SuiteDash’s new Deal Stage Automations enable you to trigger actions when a Deal enters or exits a Stage, providing immense flexibility in managing workflows. This feature streamlines operations, enhances efficiency, and allows for highly adaptive sales and onboarding processes. - Available NOW to ALL Thrive & Pinnacle SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/600-crm-deal-pipelines](https://help.suitedash.com/article/600-crm-deal-pipelines)** ##### Onboarding / FLOWs Read & eSign > Documents - SuiteDash’s FLOWs are among the most powerful and flexible Toolkits within the platform, offering a variety of options to streamline the onboarding into a workflow. One of these options is the Read & eSign Step, which has traditionally been used for quick agreements to terms or internal policies. - Based on feedback from the SuiteDash Community, this step has now been enhanced to function more like an official Document signing process. With this update, responses and signatures collected through the Read & eSign Step are now saved as completed Documents in the Documents List under the Office Menu. These finalized documents are also stored in the CRM Dashboard for the CRM Target who completed the signature, further simplifying workflows and improving Document management. - The saved Document includes a full audit trail, ensuring compliance and transparency. Audit details such as date stamps, timestamps, and IP addresses are captured and stored within the document, providing a comprehensive record for your records or future reference. - This enhancement transforms the Read & eSign Step into a fully integrated part of your document management system, ensuring a seamless and professional experience for both your team and your Clients. - **👍 Document Integration:** Responses and signatures from the Read & eSign Step are automatically saved as finalized documents in the Documents List and the CRM Dashboard. - **👍 Audit Trail Compliance:** Each finalized document includes essential details like date stamps, timestamps, and IP addresses for full transparency and record-keeping. - **👍 Streamlined Workflows:** Simplify processes by seamlessly integrating the Read & eSign Step into your document management system, enhancing efficiency. - **TL;DR:** SuiteDash’s Read & eSign Step in FLOWs has been upgraded to save completed responses and signatures as finalized documents. These documents are stored in the Documents List and the CRM Dashboard, complete with a detailed audit trail. This enhancement simplifies workflows and improves compliance, creating a more professional and streamlined process. - Available NOW to ALL Pinnacle accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/441-flow-steps-breakdown](https://help.suitedash.com/article/441-flow-steps-breakdown)** ##### Portal / WYSIWYG Text Editor Update - SuiteDash has released a new and improved WYSIWYG Text Editor, providing enhanced capabilities for entering and editing content across the platform. This updated editor empowers you with advanced features, including drag-and-drop functionality, seamless image insertion, the ability to create responsive content, and a wide array of useful formatting options. - These updates are designed to make it easier than ever to craft professional, visually appealing content without requiring advanced technical skills. Whether you’re creating custom Pages, designing Dashboards, or crafting other content, the enhanced WYSIWYG Text Editor provides the tools you need to achieve beautiful and effective layouts. - SuiteDash remains committed to listening to feedback from its Community and will continue to build on the functionality of both the WYSIWYG Editor and the Block Builder—the drag-and-drop tool that enables effortless creation and customization of content Pages and Dashboards. - This improvement is particularly helpful for users with little experience in HTML or web publishing, as it simplifies the process of producing attractive, responsive content while maintaining a professional aesthetic. - **👍 Enhanced Formatting Options:** Gain access to a robust set of tools for code-free design, image insertion, and responsive content creation. - **👍 Ease of Use:** Ideal for users with limited HTML or web publishing experience, allowing for the creation of professional-grade layouts with ease. - **👍Community-Inspired Improvements:** Built based on Community feedback, with plans for ongoing updates to expand functionality and refine the user experience. - **TL;DR:** SuiteDash’s new WYSIWYG Text Editor offers advanced formatting tools, no-code capabilities, and responsive content creation, simplifying the process of crafting professional layouts. Designed with user feedback in mind, these upgrades make it easy for anyone to create beautiful and effective content. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/455-block-editor-block-types](https://help.suitedash.com/article/455-block-editor-block-types)** ##### Office / On-Demand Estimate Generators - SuiteDash introduces On-Demand Estimate Generators, bringing the same powerful functionality of On-Demand Invoice Generators to the world of Estimates. For years, users have leveraged On-Demand Invoice Generators to create pre-defined, bespoke Invoices that can be instantly customized and generated for specific Targets. Now, this capability extends to Estimates, allowing you to pre-configure and generate tailored Estimates on demand to fit your unique workflows. - With On-Demand Estimate Generators, you can create either Static Estimates—with fixed items and values—or Dynamic Choice Estimates that empower end-users to interact with the Estimate. For Dynamic Choice Estimates, users can select or deselect items based on their needs, and the Estimate total will adapt in real-time to reflect their choices. You can also allow users to define quantities for specific items, providing further flexibility in customization. - Additionally, all associated settings can be configured within the On-Demand Estimate Generator, such as determining what happens when an Estimate is approved. You can specify payment terms and options, as well as whether the Estimate should automatically convert into an Invoice, streamlining the process from Estimate creation to payment. - **👍 Pre-Configured Estimate Generation:** Create Static or Dynamic Choice Estimates that can be generated on demand to fit your workflows. - **👍 Real-Time Interactivity:** Enable end-users to select items, adjust quantities, and see totals update dynamically. - **👍 Streamlined Workflow Settings:** Configure approvals, payment terms, and automatic Invoice conversion to ensure seamless transitions from Estimate to payment. - **TL;DR:** SuiteDash’s new On-Demand Estimate Generators allow you to “pre-create” Estimates and generate them instantly for specific Targets. With options for Static or Dynamic Choice Estimates, real-time customization, and streamlined workflow settings, this feature simplifies the Estimate creation process and enhances flexibility. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/601-office-on-demand-estimate-generators](https://help.suitedash.com/article/601-office-on-demand-estimate-generators)** ##### Projects / Project Identification Logic in Project Custom Fields & Forms - SuiteDash seamlessly integrates Project Management into your workflows, allowing you to onboard CRM Targets, collect information, and generate, update, and complete Projects as part of the same process. Often, your Clients may have multiple active Projects simultaneously, creating a need for precise mechanisms to identify which Project should be updated or modified within an Automation or Form Submission. - To address this, SuiteDash utilizes Project Identification Logic, enabling workflows to automatically and accurately target the correct Project without human intervention. This logic includes options such as identifying the Most Recent Project or selecting Project Titles that start with specific characters. By leveraging this logic, workflows can seamlessly target the desired Project for updates or data modifications. - This latest update enhances the functionality of Project Identification Logic by enabling it to pre-fill Project Data in Update Forms presented to the Client. When a Project Custom Field is set to target a specific Project, the platform uses this logic to identify the appropriate Project and pre-fill existing data. This allows the end-user to review previously collected information and complete any missing data fields in the form. - This update not only streamlines workflows but also ensures a more efficient and user-friendly experience for both your team and your Clients. It is a direct response to feedback from the SuiteDash Community and demonstrates our commitment to delivering features that meet your needs. - **👍 Project Identification Logic:** Accurately target the correct Project in workflows using parameters like Most Recent Project or custom Project Titles. - **👍 Pre-Filled Update Forms:** Automatically pre-fill existing Project Data in Update Forms, saving time and reducing manual input. - **👍 Community-Driven Enhancement:** A feature developed in response to SuiteDash Community feedback, reflecting our dedication to delivering practical, requested solutions. - **TL;DR:** SuiteDash now enables Project Identification Logic to pre-fill data in Update Forms, streamlining workflows and enhancing the user experience. This update allows forms to pull the correct data from identified Projects, making it easy for Clients to review and complete missing information. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/286-update-forms](https://help.suitedash.com/article/286-update-forms)** ##### Portal / System Templates for Dashboard, Portal Pages & Landing Pages - SuiteDash introduces System Templates, a new layer of templates designed to streamline the onboarding process and simplify setup for our customers. While the existing Template Library continues to provide options for Community-shared templates—both public and private—System Templates add a quick-start option directly within the platform’s UI. - These System Templates are entirely White Label safe, with no SuiteDash branding or identifiers, ensuring they can be used in any context where protecting your brand is essential. This makes them especially useful for Resellers or businesses requiring a fully branded experience. Users can implement these templates seamlessly, helping them hit the ground running without needing to build pages or layouts from scratch. - The initial rollout of System Templates includes options for Dashboards, Portal Pages, and Landing Pages. SuiteDash plans to expand this feature into other areas of the platform, continually adding variety and flexibility to meet a wide range of user needs. - **👍 White-Labeled & Brand-Free:** System Templates are fully generic with no SuiteDash branding, making them ideal for Resellers and white label use cases. - **👍 Quick-Start Capability:** Easily onboard and set up Dashboards, Portal Pages, and Landing Pages using pre-configured templates available directly in the UI. - **👍 Expanding Options:** SuiteDash will continue to extend System Templates into additional areas of the platform, ensuring a growing variety for users. - **TL;DR:** SuiteDash’s new System Templates offer pre-configured, white-labeled templates for Dashboards, Portal Pages, and Landing Pages. These templates simplify onboarding, are brand-free for white label use, and provide a quick-start option for users looking to get up and running quickly. Additional template options will be rolled out across other platform areas in the future. - Available NOW to ALL SuiteDash accounts for no additional charge! ##### Integrations / Filter by creation date for all APIs - SuiteDash introduces an enhancement to its API functionality with the ability to filter data by Creation Date. This feature addresses the need to retrieve only new data without repeatedly pulling the entire data set, making your API calls more efficient and streamlined. - With this update, you can now include a Creation Date Filter in your API calls, allowing you to retrieve only the data created after a specific date. This is particularly useful when integrating SuiteDash with middleware or third-party solutions, as it ensures that you only pull new or updated data since your last query. - By storing the last update date in your middleware or external system, you can craft API calls that only fetch the latest data, significantly reducing the amount of data transferred and improving performance. This enhancement provides greater control and efficiency in managing integrations with SuiteDash’s platform. - **👍 Creation Date Filtering:** Retrieve only new data created after a specific date, reducing redundant data transfers. - **👍 Streamlined API Calls:** Optimize your API calls by focusing solely on newly created data, improving performance and efficiency. - **👍 Seamless Integration:** Easily integrate with middleware or third-party systems by tracking and querying based on your last update - **TL;DR:** SuiteDash’s Creation Date Filter enhances API efficiency by allowing you to retrieve only newly created data since your last query. This feature simplifies integrations, reduces redundant transfers, and streamlines your workflows. - Available NOW to ALL SuiteDash accounts for no additional charge! **Documentation: [https://help.suitedash.com/article/550-secure-api](https://help.suitedash.com/article/550-secure-api)** ##### White Label / Custom CSS Variables for Platform Branding Colors - SuiteDash continues to lead in White Label customization with the introduction of Custom CSS Variables for Platform Branding Colors. This update enhances your ability to fully customize the platform to reflect your business brand, style, and uniqueness. By tying CSS variables directly to the colors configured in your Platform Branding Settings, you can dynamically apply these color values across custom CSS. - These CSS Variables allow you to create custom styles that adapt automatically to the color scheme defined in Platform Branding. For instance, if you’re designing custom Dashboards, you can use these variables to ensure that specific elements within the Dashboard match your branding colors. Should you update the colors in Platform Branding, any element styled using the custom CSS variables will instantly update to match the new configuration. - This feature is especially beneficial in Reseller Scenarios, where users may require unique color schemes. By leveraging the CSS variables extensively in your custom designs, you can create Dashboards that adapt dynamically to each user’s branding preferences without requiring manual adjustments—offering a seamless and personalized experience. - **👍 Dynamic CSS Styling:** AUse CSS variables tied to Platform Branding Colors to ensure your custom CSS dynamically updates with branding changes. - **👍 Adaptive Custom Dashboards:** Easily create custom Dashboards that automatically match the branding colors set in the Platform Branding Settings. - **👍 Reseller-Friendly Customization:** Enable effortless adaptation of custom designs to match unique user branding, providing a consistent and professional white-label experience. - **TL;DR:** This feature empowers you to build adaptable, brand-aligned designs that automatically sync with Platform Branding. From custom Dashboards to unique workflows, these CSS variables simplify white-label customization while enhancing flexibility and professionalism. - Available NOW to ALL SuiteDash accounts for no additional charge! Loading more updates... No updates found matching your search. [/vc_column_inner][/vc_row_inner] Consolidate your workflows & save BIG on software costs SuiteDash is the ultimate All-in-One Business Software multi-tool, perfect for small to medium-sized businesses seeking to streamline and automate their systems & processes. Essential business tools are elegantly consolidated into a single pre-integrated and inter-automated platform 😎 Say goodbye to expensive & inefficient jumbles of “one-trick pony” software. 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