Third Quarter, 2019
POWERFUL FORMS FUNCTIONALITY
Create Intake Forms that add new Contacts
Trigger Automations & Integrations automatically
CRM Update Forms let you update existing Contacts or present them with follow-up Forms that add more info to their profiles
For each Form, you can customize the Actions that are triggered when the Form is submitted. Available Actions (Automations & Integrations) will grow over time.
General Purpose Forms give you even more flexibility
PAY FOR PORTAL ACCESS
You can require payment to register & enter your Portal
One time payment OR a Recurring Subscription Payment
Works with all available payment gateways (No recurring via PayPal)
Dynamic Title placeholders to help identify payments
Portal access is blocked until payment is made & verified
DYNAMIC DATA VIEW 2.0
Mark favorites for data that you edit often, and you’ll save time & clicks because those fields will always be at the top for easy access
Dynamic Data placeholder is auto-copied to your clipboard in just one click to help save time and prevent mistyping
Easily toggle the visibility of Default & Custom Fields
Real-time search lets you quickly find the Data Field you’re looking for
“REPLY BY EMAIL” IN MESSAGING
Now you have the option of including the content of your Messages in the email notficiation sent to the recipient
Recipient can conveniently reply by email to the Message, and that reply will be received by SuiteDash and inserted in the proper Messaging thread. The original sender of the Message is notified.
Now you can use the very popular Authorize.net gateway to accept payments
Supports both one-time payments & automatic recurring payments when properly configured in your Authorize account
Easily integrate with your existing Authorize.net account
If you are interested in seeing support for ACH payments, please email to firstname.lastname@example.org
Second Quarter, 2019
Pre-create and save Profiles of how you want a Project to be created
Employs a dynamic naming structure using the Client’s name, the current date, etc….
Easily Auto-generate Projects during your Client onboarding process
Systematize your on-boarding process to save time & hassle
SEQUENCED PROJECT TEMPLATES
Structure Project Template Tasks/Phases in the order that you would like to have them worked on and accomplished
When a new Project is created using a Template, the Tasks/Phases are generated and placed in the exact order that you specify when creating the Template
Create a highly organized and sequenced set of Tasks/Phases for your Project Team to follow and accomplish
Create a sequenced Task list for your Client to follow
DYNAMIC DATA VIEW
Quickly update Data values for your Contacts
Dynamic Data Placeholder is generated for every Custom Field you create
Dynamic Placeholders can be used in every area of the platform, including Portal Pages, Email Marketing, Announcements, etc…
Quickly Import a structured CSV with data if you need a super fast way to edit or update the Contact’s data
Easily export the Client’s data to a CSV
PROJECT QUICK SWITCHER
Now you can move between Projects at lightning speed
When you switch Projects, you’ll land on the new Project in the same mode/position as you left the previous Project
Perfect for Project Managers who are quickly moving between Projects
ADVANCED OPTIONS FOR PORTAL PAGES
Custom CSS is now available on individual Portal Pages
Also available on Knowledge Base Pages
BUILT IN SPF RECORD VALIDATION
Setting up an SPF record in your domain name’s DNS tells spam filters that you’ve authorized SuiteDash to send email notifications on your behalf
Your important email notifications to your Clients and Staff are much much much much more likely to land in their inbox rather than their spam folder
Just follow our easy step by step instructions to add the SPF record, and our built in validator will turn green to let you know it’s done correctly
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 AUTHENTICATION
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