Updates Log

First Quarter, 2019

PROJECT UPDATES & OVERVIEW

  • Designed to be a rich collaboration experience between you and your Client, Project Overview gives you the power and flexibility to show your Clients just what you want, and nothing you don’t.
  • Customize with your Client’s logo: Display your Client’s logo in the Project Dashboard to give them a rich and customized experience.
  • Project Progress: Show your Clients what % of the Project is complete. This can be set manually, or auto-calculated from the # of completed tasks vs. the total # of tasks.
  • Post Project Updates: Give your Client structured and date stamped updates so that they know all along the way how things are going.
  • Clients can comment on Updates: For each Update that you post on the Project Overview, you’ll have the option of letting the Client give feedback in the form of comments.

CUSTOMIZABLE INTAKE FORMS

  • Completely customize the Intake Form fields
  • Easily create Custom Fields on the fly while customizing the Intake Form
  • Automatically assign permissions to Contacts who complete the Intake Forms
  • Setup automations that begin immediately after the Intake Form is submitted

EMBED FORMS ON YOUR WEBSITE

  • Embed the Intake Form on your website, thus letting your Prospects start their journey through your sales funnel directly from there.
  • Website visitors who complete the forms are added into your CRM according to the configuration of that particular Intake Form.
  • Setup the colors, formatting, etc… to match your website’s look & feel.
  • Customize the success message, or opt to redirect the user to a specific URL
  • Custom CSS option gives you the ultimate in flexibility

TWO FACTOR AUTHORIZATION

  • Dramatically increase the security of your SuiteDash account.
  • Works with Google Authenticator, Microsoft Authenticator, Authy, FreeOTP and all QR Code reader type auth applications.
  • Backup code is provided to ensure you can access your account, even if you lose or don’t have your device.

DOWNLOAD FOLDER AS ZIP FILE

  • You can pre-create Folders with entire file repositories inside
  • Just by granting permissions, a Prospect or Client can easily access and download the entire folder as a ZIP file
  • Folder structure is maintained and replicated in ZIP file

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