Updates Log

Form Templates

• A true game-changing feature, the release of Form Templates blows open the door to an entire new world of possibilities. Imagine the ability to easily package up, share or even contribute an entire Kickoff, Update or General Form – complete with the built-in Conditional Logic, Configured Automations, Embed Styling & more!
• Form Templates is another major cornerstone feature that brings us another step closer to the goal of “pre-created” niche portals & workflows that can be immediately “loaded” into your account from the Template Library.
• Be a part of the our shared Mission by contributing your Form Templates to the Template Library for others in the Community to use and appreciate. When you share, others will be encouraged to do the same!
• BOLO for Form Templates created by the SuiteDash Template Team!

Documentation: https://help.suitedash.com/article/536-forms-form-templates

File Attachments in Messaging

• Now when you are sending a Secure Message, you have the option of attaching one or more Files to your Message. The File(s) will be available for preview/download directly in the Secure Message thread.
• Files attached to an outgoing Secure Message will be attached and delivered directly via email notification if your account has “Convenience Mode” enabled.
• If “Convenience Mode” is enabled, when your recipients reply and attach a file, that file will be parsed and attached to the Messaging thread so that everything is neatly organized.
• Many email clients have a limit on the size of file attachments that they’ll allow, but we have an ingenious solution for this! When File Attachments are used in a scenario that attaches the file(s) to an outgoing email, the files are attached BUT we also create a direct download link for each file, and display them in the footer of the email so that the files are still available to easily download. This is like having an automatic “Dropbox” or “Drive” type link created for you and added to the footer of your email so you never have to worry that your recipient will not be able to access the file(s) due to the file size limits of email.
• You asked, we listened! This is another example of a request from the SuiteDash Community & Voting Board that is now LIVE for you to enjoy! Thanks SuiteMates for the steady stream of great suggestions & feedback!

Documentation: https://help.suitedash.com/article/535-messaging-file-attachments

Show/Hide Appointment Types based on Circle

• Another solid addition to the Appointment Scheduling toolkit, you are now able to Show/Hide each Appointment Type to specific Clients based on their Circle(s) affiliation.
• Now, you can configure your Appointment Types so that specific “sets” of prospective Clients will only have access to book Appointment Type(s) that you want them to have access to.
• You can simply configure each Appointment Type uniquely to SHOW only to a specific Circle or Circles, or to HIDE from a specific Circle or Circles.
• You asked, we listened! This is another example of a request from the SuiteDash Community & Voting Board that is now LIVE for you to enjoy! Thanks SuiteMates for the steady stream of great suggestions & feedback!

Documentation: https://help.suitedash.com/article/377-manage-your-calendars-and-schedules

Duplicate Appointment Types

• Sometimes you spend a great deal of time perfecting the configuration of an Appointment Type for one Staff member, but then you need the same configuration for a dozen other Staff… until now, that would have been 3-4 cups of coffee & a high probability of profanity.
• But now, we’ve given you the ability to instantly Duplicate that Appointment Type, and then spend just a few minutes changing the assignee and any other small items that make sense – no four letter words involved 😇
• You asked, we listened! This is another example of a request from the SuiteDash Community & Voting Board that is now LIVE for you to enjoy! Thanks SuiteMates for the steady stream of great suggestions & feedback!

Documentation: https://help.suitedash.com/article/377-manage-your-calendars-and-schedules

Custom “Magic Link” Icon

• “Magic Link” is a huge hit with SuiteMates and with their Clients, but some of you out there are White Label & customization MONSTERS, and we LOVE you for it 🙂
• So, yes!! Now, you can even upload your own custom “Magic Link” icon/image so that you can more fully control the look & feel of your custom login!
• You asked, we listened! This is another example of a request from the SuiteDash Community & Voting Board that is now LIVE for you to enjoy! Thanks SuiteMates for the steady stream of great suggestions & feedback!

Documentation: https://help.suitedash.com/article/359-magic-link-login

Google 2-WAY Calendar Sync + Auto-Blocking Appointments

• Google Calendar is one of the most popular tools for business owners & this feature has been one of the most requested from the Community. That’s why we’re so excited to announce that the Google 2-WAY Calendar Sync is LIVE!
• With this integration, communication goes between your Google Calendar and SuiteDash automatically! Events from your Portal will show in real-time without you lifting a finger!
• Say goodbye to Double-Booking!! For each Appointment Type, you can set them to Auto-Block your availability based on the Events from your connected Google Calendar. This means if you add an Event to your Google Calendar, it will automatically prevent an appointment from booking at that time in SuiteDash.
• You also have the ability to Auto-Block your Appointments based on CRM Events or other Appointment Types with the same Assignee.
• For each Appointment Type, you have the power to configure each option individually, so you can be sure your configuration is set up just as you need!

Documentation: https://help.suitedash.com/article/98-google-calendar-integration, https://help.suitedash.com/article/528-appointment-availability

“Look Busy” Feature for Appointments

• When you’re first starting out in business, sometimes you need to “fake it ’til you make it” and the last thing you want your prospective Clients to see is that your booking calendar is completely available and open, which make them think you are not very highly sought after. It’s better if they see that some slots are not available, which makes you look as if you are “in demand”
• If you have a lot of open slots for your Appointment Type(s), and want to appear to be a bit busier than you actually are, this feature helps you accomplish that.
• Simply select the percentage of time you would like to mark as busy, and the platform will randomly hide that % of available slots for this Appointment Type, which will help you “Look Busy”.
• For each Appointment Type, you have the power to configure this option uniquely, so you can customize as needed across your Appointment offerings.
• Delivery of yet another feature that was requested by the Community! Thanks again to every SuiteMate for your feedback and for being a part of our Mission to help entrepreneurs all over the world achieve #SuiteFreedom !

Documentation: https://help.suitedash.com/article/528-appointment-availability

Custom Field MATH Operations

• Well, we’ve done it! We’ve thrown open the door to a world of new possibilities using Custom Fields in conjunction with our No-Code Automations!
• From the Trigger/Actions Widget, you can now use the Set Custom Field Value option to perform simple math operations using the CURRENT value as the base operator.
• If you are using a “Number” type Custom Field, you are able to apply simple addition & subtraction math in the following format: [[current_value]] + xx ~OR~ [[current_value]] – xx
• As an example, to add 100 to the current value stored in the Custom Field, enter: [[current_value]] + 100
• This means you now have the power to imagine and create any type of “Rewards”, “Gamification” or “Points” system and easily add or subtract value from a Target’s total when a specific Trigger is activated. There are so many ways you can use this, and we will continue to push in this direction to extend the customization options this kind of functionality empowers.
• Want an example? You can see this in action if you are a SuperFan! We are using this exact feature to power our SuperPoints concept which rewards SuperFans for being active and for contributing to the SuiteDash Mission! Find out more here: https://secure.suitedash.com/superfans

Documentation: https://help.suitedash.com/article/433-actions-breakdown

File Attachments

• Ever wanted to attach a File to an Estimate or Invoice? Proposal? or how about an Email Marketing Campaign? Well, now you can in those places… and more!
• Attaching files is super easy from the Admin side, and the files are then available on the Client side for the Client to view and/or download
• File Attachment is currently available in Estimates, Invoices, Proposals, Documents, Work Requests, Email Marketing Campaigns, Drip Sequences & Email Cannons.
• For entities that can be ‘converted’ like Estimates, Proposals & Work Requests, the attached files are automatically carried over into the new entity to maintain continuity. This is just another example of the many benefits that come from using an All-in-One platform – imagine a Work Request with an attached design/work file, then that design/work file is automatically carried over into the Project Files when you convert the WR to a Project!
• Many email clients have a limit on the size of file attachments that they’ll allow, but we have an ingenious solution for this! When File Attachments are used in a scenario that attaches the file(s) to an outgoing email, the files are attached BUT we also create a direct download link for each file, and display them in the footer of the email so that the files are still available to easily download. This is like having an automatic “Dropbox” or “Drive” type link created for you and added to the footer of your email so you never have to worry that your recipient will not be able to access the file(s) due to the file size limits of email.
• File Attachments coming soon to Messaging!

Documentation: https://help.suitedash.com/article/532-office-file-attachments

“Convenience Mode” for Client Talk, Team Talk & Task Comments

• Privacy vs. Convenience Mode has always been available in Secure Messaging, but we’ve expanded this option to several other key areas!
• By default, the platform is set in “Privacy Mode” which means that the actual content of messages are not included in email notifications sent outside the platform. This protects the privacy of the messages and helps ensure compliance with HIPAA and other privacy and compliance frameworks.
• You also have the option of enabling “Convenience Mode”. When this feature is enabled, the content of your messages WILL be included in the email notifications. AND, your recipient will be able to simply reply to the email notification and send a message back via email – without logging into the platform. Their response by email will be read by the platform and inserted into the appropriate messaging thread.
• For Team Talk & Client Talk, you have a simple set of Options located in your Company Settings area – in the same place where you have always managed this setting for Secure Messaging.
• For Task Comments, you can make the choice uniquely each time you add a Comment to a Task. But, as a convenience, the platform will always remember your last selection and default to that, which gives you the best of both worlds – the convenience of always staying the way you set it, but still the “at hand” option to change as needed.
• Now, entire conversations can be had via simple email replies, but the whole back/forth thread is recorded and displayed in the appropriate place to make review and accountability a simple exercise.

Documentation: https://help.suitedash.com/article/420-company-profile-settings

Enforce Secure Password

• To make sure your portal remains secure & private, you now have the option of deciding what security options will be enforced on the passwords that are chosen when your portal users set up their account or reset their password.
• Set a minimum and maximum number of characters, force the use of Uppercase, Lowercase, Numbers, & Special Characters.
• Prevent the usage of the previous password when doing a password reset, which make sure that a compromised account becomes secure after a reset.
• Create your own list of “Forbidden Passwords” to eliminate the most commonly used insecure passwords like “Password123!” that attempt to beat secure password enforcement. There are many resources online that provide already collated downloadable lists of the most common of these.
• Users see specific validation messages that let them know what needs to be changed in order to pass the security thresholds you put into place.
• This feature is only available as a part of the Plus Bundle Power-Up which you can add to your account from your Manage Account area.

Drip Sequence Templates

• Drip Sequences are an indispensable tool for automated Messaging & Marketing, but creating a series that might contain 5 or 10 or 20 emails is unquestionably a time-consuming task. But, now there are Drop Sequence Templates!
• You can now save your beloved 20 email follow-up Drip Sequence as a Template and even contribute it to the Template Library for others to download and use.
• Heads up Resellers! You can also include Drip Sequence Templates in your Reseller Profiles so they can be instantly added to Reseller Child accounts as they are created. Talk about “Value Add”!? Just think if you can tell your Reseller Child Prospects about all the pre-built Marketing Drip Campaigns you’ve created for them – ready to use!
• Keep your eyes open for helpful niche-specific Drip Sequence Templates from our in-house Template Team!

Documentation: https://help.suitedash.com/article/347-marketing-drip-sequences

“Hide for Circle(s)” Option in Content Block Editor

• Circles are an amazingly powerful tool within SuiteDash, but we’ve gone “Tool Time” and added even more power to the much-loved and revered Circle! If you know, you know… MORE POWER!!
• You have always had the ability to “Show” a Row or Block based on the Circle affiliation of the logged in user, but now you can also “Hide” a Row or Block from them based on their Circle Affiliation.
• This new feature opens up even more possibilities for creating powerful dynamic dashboards & onboarding experiences!
• In many cases, now you will be able to use just one Portal Page to do the job of 3 or 4 (or 100) just by building all the content on one Page, and then controlling who sees what based on their Circle affiliation.
• Remember that these options can also be used in Document Templates via the Content Block Editor, which gives you the power to dynamically add/remove sections of a Contract based on the Circle affiliation of the Target when the Document is being generated. This is RAW POWER when it comes to auto-generating a Document that perfectly fits the Target user.

Documentation: https://help.suitedash.com/article/448-content-block-editor

New “No Code” Menu Options

• The platform has many places where dynamic “No Code” linking to many commonly used and useful destinations can be achieved. Now you can also set a Button Block or a Custom Menu Item to link to “Project Client Talk” or “Project Files”.
• When you’re building a custom dashboard or menu structure, these new options will help you direct your clients easily so they will not get lost or frustrated.
• These “Project” options will look for the Target’s most recent Project and use that Project as the linking destination – this logic exists for cases where the Target has more than one Project active in the account.
• These options are a direct response to requests from the SuiteDash Community. Thanks for the continue feedback and support SuiteMates!

Documentation: https://help.suitedash.com/article/158-custom-menus

Direct Authorization (OAuth) sending for Microsoft email accounts

• May we present… the EASY BUTTON for sending email via Office365 and other Microsoft based email accounts!
• No more will you need to configure SMTP if you’re using Office365, Outlook.com or other Microsoft based email address – now you just do a direct authorization (OAuth), and you can be ready instantly for the platform to send transactional and/or marketing emails via YOUR email account.
• OAuth is a super-secure way to connect your email address – this integration is for outbound emails only. SuiteDash will use it to send transactional and/or marketing emails.
• What is “My Portal App”? When you activate, you’ll see that you are authorizing “My Portal App” to work with your Microsoft account – What is “My Portal App”? Keep reading 🙂
• In an effort to be sure the setup for all of our Integrations is as White Label as possible, we engineered an entirely secure microservice architecture that works in the background to let us show the generic “My Portal App” integration (to your staff/clients) during the authentication phase, but everything is connected to the SuiteDash platform via the integration microservice.
• So, whenever you see My Portal App, just know that it’s completely secure and can be trusted. It’s just another way that we go ABOVE & BEYOND to protect your brand!

Documentation: https://help.suitedash.com/article/128-customize-email-branding

Circle/Audience Auto-Create & Auto-Sync

• When designing a workflow, it’s pretty common when you are adding a Contact to a Circle that you also want to add them to an Audience.
• Up until now, you needed to create both the Circle & the Audience, and then be sure all your automations were accounting for this – adding to Circle AND adding to Audience – removing from Circle AND removing from Audience.
• But no more!! Introducing the Circle/Audience Auto-Create & Auto-Sync
• Now when you are creating or editing a Circle, you will be given an option called ‘Create & Sync an Associated Marketing Audience’. By checking the box you will also automatically create an associated Audience (with the same name as the Circle) in the Marketing toolkit.
• When Contacts are added/removed to or from this Circle those changes will be automatically reflected in the Marketing Audience as well – the Circle & Audience will always be in sync. So this means you can very easily send a Marketing Campaign to a Circle, or you can add a Drip Campaign to the “Circle Audience”.
• Keep in mind that the standard methods of adding & removing Subscribers to & from a synced Audience will not be available on the Marketing side – the members of the Audience are automatically kept in sync with the members of the Circle, and this is why you can’t make manual changes to the Audience – it’s controlled from the Circle side.
• If a Subscriber unsubscribes from the Audience, they WILL still remain in the Circle, but they won’t receive any further Messages sent to that Audience.

Documentation: https://help.suitedash.com/article/44-circles-how-they-work

Advanced Layout & Styling Options in Forms

• Have you wanted to set up your Forms so that more than one field was on a row? Maybe First Name and Last Name on the same row? You too?!?
• Well prepare to happy dance! Now, you are able to easily configure your Forms to have up to 4 fields on one row using simple Styling & Layout Classes.
• On every Form Field, you have the ability to set unique Classes and an ID which can be used to accomplish your goal. Just below these fields you’ll find a super-simple guide along with pre-configured classes that you can just copy/paste into place.
• These ‘layout’ and ‘styling’ classes will help you customize the Form field layout in exactly the way that you wish without any complexity or confusion.
• A good example can be found here: https://secure.suitedash.com/reseller-virtual-orientation

Documentation: https://help.suitedash.com/article/432-forms-overview

Location Based Pop-Up Notices

• Pop-Up Notices are a really powerful way to target specific Roles, Circles, Teams or even individual Contacts or Staff with a focused message, directive or announcement.
• Now, we’ve powered up Pop-Up Notices even more! You have all the same levels of control as before, but you can now specify an exact ‘location’ in the platform to display the Notice.
• Choose from a long list of the most likely places you would want to add a Notice to help direct, instruct, guide or warn your Clients/Staff.
• Notices are perfect as a little ‘Information Guides’ because they can now be targeted in a very granular way to a specific User, Circle or Team in a specific location, which lets you even further enhance their experience.
• So, now you have even more POWER in the way you can design your portal with custom touches to improve your processes & workflows!

Documentation: https://help.suitedash.com/article/463-popup-notices

Multiple Signature Blocks in Forms

• The recently released Signature Block was a highly requested feature and it was very well received by the Community – glad that we hit the mark for you SuiteMates!
• But, some pointed out that the limitation of only one Signature Block in a Form was causing some friction as their workflows were needing to get signatures for multiple agreements in the same Form – or even separate signatures from multiple targets.
• So, now you can add more than one Signature Block to your Forms and unlock those workflows with all the signatures your little hearts desire! Thanks for the feedback Community!
• Coming soon, the ability to assign multiple signers to Documents for eSigning.

Documentation: https://help.suitedash.com/article/84-using-kickoff-forms

More Icon Choices in Custom Menus

• Custom Menus is an incredibly powerful tool for designing an entirely unique menu for each Contact & Staff’s experience in your Portal.
• We have now added more icon choices so that you can further customize and personalize how your Portal looks and feels.
• Some are serious, some are fun, and some are… well, we’re not sure what they are, but we hope you like having the option of using them!
• More icons on the way, so keep your eyes peeled!
• So, now you have even more POWER in the way you can design your portal with custom touches to improve your processes & workflows!

Documentation: https://help.suitedash.com/article/158-custom-menus

Use Kickoff Forms to trigger Document eSigning

• Kickoff Forms are designed to be at the very TOP of your workflow/funnel. They can “kickoff” processes and automations for both “known” and “unknown” contacts and can be customized to trigger unique actions and assignments based on either “known” and “unknown” status.
• You can now use our powerful Document eSigning feature as a part of your initial round of assignments & automations initiated by a Kickoff Form.
• If your first order of business requires your Contacts to eSign a Document, you can use a Kickoff Form to collect the data needed for that Document Template, and in the same moment that the Kickoff Form is submitted, that data is used along with the Document Template to generate a Document, customized perfectly with data that was just provided by the Target.

Documentation: https://help.suitedash.com/article/84-using-kickoff-forms

Quick Switcher in Forms

• When you’re working to create and fine-tune Forms, it’s often necessary to move from one Form to another to get things done.
• We have now added a “Quick Switcher” in the edit view of every Form (any type) so that when you are working with a Form, you are able to quickly switch to any other Form, regardless of Form type.
• And, to make sure this “Quick Switcher” is truly useful, when the switch is activated, you will land on the next chosen Form in the same “mode” as you left the previous Form. As an example, if you are reviewing the Submissions of one Form, and you quick switch to another Form, you will land on the Submissions view of that Form.
• This is another in the continuous flow of features & improvements that are designed & delivered to help you be more efficient & effective.

Documentation: https://help.suitedash.com/article/432-forms-overview

CRM Contacts – Option for Redirect after Edit

• Another feature/improvement that is the result of a request from the Community, you now have your choice of “after-save” destination when you’re editing a Contact in your CRM.
• Sometimes when you’re editing a CRM Contact, you want to save the data and return immediately to that Contact’s Dashboard. Other times, when you save the data, you’re finished with that Contact and would be best off returning to the List of all Contacts.
• Now you always have the option of choosing, so that you can always make the correct click for your immediate needs. In “Edit Contact”, you’ll now find that the generic “Save” button is gone, and in it’s place you have three options presented in our familiar “side tab” UI/UX.
• The “Save > Contact” option will save the data for the Contact, and return you to that Contact’s CRM Dashboard. The “Save > List” option will save the data for the Contact, and return you to the list of all Contacts. And “Clear Changes” will refresh the page without saving any data, just in case you somehow lose track of what you have modified and just want to cancel the changes and start over.

Documentation: https://help.suitedash.com/article/65-creating-a-new-contact

Email Notifications when Subscription Cancels

• Our powerful Subscription Plan feature lets you set up Subscription payments for your Clients that automatically charge their credit card on a defined schedule for a set amount.
• You already had the ability to specify that email notifications be sent when a subscription failed, but the Community told us that more was needed. You wanted an email notification to also be sent at the moment the subscription was canceled.
• So now, not only can you choose whether or not a Client can cancel their own Subscription(s), but you can also choose to send an email to the Client and/or Staff Members when a Client cancels their Subscription(s).
• You can separately configure & customize the email sent to the Client and/or the email sent to your Staff. And, you can even specify which member(s) of your Staff will receive an email notification when the subscription cancels.

Documentation: https://help.suitedash.com/article/469-office-subscription-settings

Reseller Profiles – Proposal, Portal Page & Email Cannon Templates

• Hey Resellers and those who are thinking about becoming a Reseller – we just took the Reseller Profile feature to a whole new level!
• A Reseller Profile is a framework of pre-built content that you can apply to a new Child Account. It is essentially a shortcut for you as a Reseller, so that you do not have to create the same content over and over again for each Child Account.
• Now, you can include Proposal Templates, Portal Page Templates and Email Cannon Templates in your Reseller Profiles.
• Imagine the added value to your Reseller customers if you had pre-built and niche-specific Proposals, Portal Pages and Email Cannons?
• And, don’t miss this!! The fact that you can include Portal Page templates means that you can build and design niche-specific Data Dashboards (built in a Portal Page), pass them to your Child accounts and then they can easily use those to show Custom Data Dashboards (via Start Page assignment) to their Clients.

Documentation: https://help.suitedash.com/article/402-partner-reseller-profiles

Custom CSS Classes & IDs in Form Fields

• For those out there looking for the ultimate in customization in Forms, you now have the ability to set CSS Classes or IDs for each of your individual Form Fields.
• This addition opens the door to uniquely style each individual form field to accomplish things like the ability to customize multiple fields on one line, each with a unique width based on your needs.
• Coming soon: Pre-built CSS Classes that anyone can use to accomplish commonly requested formatting tasks in Forms, such as two or three fields displayed side-by-side on the same row.

Documentation: https://help.suitedash.com/article/432-forms-overview

Custom Menu Improvements

• The improvements in Custom Menus continue – our goal is to provide the most flexible, dynamic and practically useful Custom Menu capability on Earth 🙂
• This upgrade has to do with Top-Level Menu items – When a Top-Level Menu item was hidden for some Roles, we also hide the associated Sub-Menu items for those Roles. But, when the Top-Level Menu item was then made visible again, the Sub-Menu items remained hidden. Many customers didn’t expect this behavior and were confused.
• Now, when this scenario happens, we automatically make all the Sub-Menu items visible for all Roles, which helps eliminate this common point of confusion for customers.
• Coming Soon: The ability to show/hide menu items based on Team affiliation. This will give you even more ability to customize how your Staff sees the navigation.

Documentation: https://help.suitedash.com/article/158-custom-menus

Sticky Header in the PWA Mobile App

• As we continue to upgrade and refine the PWA Mobile App, we are grateful to the Community for the feedback provided in the Official Community & the Official Facebook Group.
• Previously, when scrolling down in the Mobile App, the header and menu would disappear, which then required the user to scroll back up to the top in order to access the options and navigation that exist in the header.
• Now, the header/menu remains “sticky” which keeps the key elements like Navigation, Notifications, Chat & the Fly-out Menu right at your fingertips.
• We hope you enjoy this upgrade to your White Label Mobile App!

Documentation: https://help.suitedash.com/article/335-white-label-mobile-experience

Finalize Proposal without Sending Email Notification

• Another feature/improvement that is the result of a request from the Community, you now have more flexibility with how Proposals are created and sent.
• When a Proposal is in Draft status, you now have two options, “Finalize” and “Finalize & Send” and they work just the way they sound.
• “Finalize & Send” will set the Proposal to Open status and automatically send the email notification to the assigned Client(s). Included in that email notification is the Proposal link that is unique to the recipient.
• “Finalize” will set the Proposal to Open status, but an email notification will not be sent. This gives you the option of sending the Proposal link yourself using another means. To access the link, simply click the “3 dots” options menu for the Proposal and select “Copy Approve Link”.

Documentation: https://help.suitedash.com/article/434-proposals

Custom Naming of Blocking Window Groups in Appointments

• Recently, we released the ability to configure the blocking of your Appointment Availability using what we call “Window Groups”, which are essentially a set of day/time Windows that designate when you will not be available for booking.
• Previously, if you needed to create multiple Blocking Window Groups, they would just be named “Window Group 1” and “Window Group 2”. But now, you have the ability to easily re-name these Window Groups to help you stay organized.
• As an example, you might configure a Window Group called “Disney Vacation” and then another for later in the year called “Anniversary Trip”. With these custom names, you’ll be able to easily identify and comprehend what the collapsed Window Groups are representing, thus saving you the need to open and investigate each one to be sure you have everything covered properly.
• Have fun at Disney!

Documentation: https://help.suitedash.com/article/528-blocking-availability

Blocking Availability for Appointments

• When you are assigned to an Appointment Type, you set your standard weekly availability and that remains the same every week. But sometimes, you will have the need to make exceptions to that standard weekly availability. For these scenarios, you can use the new Block Availability feature!
• Now you can easily modify your standard weekly availability if you need to take a few days off, block an afternoon for a dental appointment, or just block off an afternoon so you can concentrate on a project.
• Our advanced interface lets you configure multiple “Windows” inside a “Window Group” and specifically choose which Appointment Types should be blocked for the specified Windows.
• You can configure any number of Window Groups so that if you need to block for multiple events/days at once, you can do that all in one convenient session. After the Blocking Window dates have passed, they are automatically cleared, leaving only the Windows that are still pending in the future.
• The “Blocking Engine” logic that was developed to power this feature is the same logic engine that will power several soon-to-come features including the much anticipated 2-way Google Calendar sync!

Documentation: https://help.suitedash.com/article/528-blocking-availability

Additional No-Code Options added to Custom Menus

• For those on the Thrive & Pinnacle plans, you already know and appreciate the power to create additional menu items in Custom Menus. This capability lets you build menus that include direct or relative URLs, or you can create dynamic menu items that link directly to Portal Pages that you’ve created.
• Now, you’ll find that you have a whole raft of new options when it comes to setting the “Link Action” of a new menu item! Options like “Send to Project(s)”, “Create New Work Request”, and “Send to List of Documents Awaiting Signature”.
• You can use these “No-Code” options to build menus that easily guide your Staff & Clients to the appropriate places in the Portal, and many of the items are dynamic in nature, which means they will redirect to the proper “relative” location based on which Staff or Client is logged into the Portal.
• Where appropriate, these items can be enabled/disabled based on Role and/or Circle affiliation. Additionally, appropriate Sub-menu items can also be enabled/disabled based on Role and/or Circle affiliation.
• This feature is only available for Thrive & Pinnacle plans.

Documentation: https://help.suitedash.com/article/158-custom-menus

Staff Submit for General Forms

• Kickoff Forms & Update Forms already have the Staff Submit option, which gives your internal Staff users the ability to access these powerful Forms to quickly add data & launch your configured No-Code Automations.
• Another example of a Community Request, now you have the option of Staff Submit in General Forms also. A surprising number of SuiteMates are using General Forms in a variety of creative ways, and this Staff Submit is another great tool to empower more options.
• Like in Update Forms, the Staff Submit option will prompt you to select which Prospect or Client for which the Form is being submitted. Then, that Prospect/Client will be associated with the submitted information, which gives the power to collect a series of “reports” that are associated with a specific Contact.

Documentation: https://help.suitedash.com/article/363-forms-general-forms

Granular Permissions for the Credit Card Vault

• If you have the PLUS Bundle Power-Up added to your account, the Credit Card Vault feature gives you the ability to securely “Vault” credit cards from your Contacts using reliable enterprise-level technologies paired with military grade PGP encryption. Then easily & securely retrieve/view the complete credit card number, expiration & security code.
• Granular Permissions now gives you an extensive level of control over who in your Organization can do what. You can specify exactly which person, which Team(s) or which Role(s) have specific granular capabilities like Add a Card, View a Card, Request a Card, Delete a Card, etc.
• Because security is paramount when you are handling your Client’s actual payment information, it’s a huge advantage to be able to precisely control who can access these sensitive capabilities
• 100% PCI Compliant, which means that this feature complies with the technical and operational standards set forth to secure and protect credit card data stored and transmitted. PCI standards for compliance are provided by the PCI Security Standards Council.

Documentation: https://help.suitedash.com/article/478-credit-card-vaulting

Use Project Custom Fields in Kickoff & Update Forms

• Previously, we introduced Project Custom Fields which are a great way to keep the necessary custom data on the Project level, which is quite useful, especially in cases where your Clients are involved in multiple Projects.
• Now, you can use Forms to introduce the ability for your Contacts to pre-populate data into Projects that are created by the submission of a form using a Project Generator.
• In both Kickoff and Update Forms, if the Form is configured to trigger a Project Generator, then you’ll be given the option of adding Project Custom Fields to that Form. (you must have a Project Generator configured)
• The Project that is generated upon the submission of the Form will be pre-populated with the data from the Project Custom Fields in that Form. Use the Project Information fields (for Staff & for Clients) to insert data placeholders, which will then be populated with the submitted data.
• This opens the door to create actual “Project Kickoff Forms” that your Prospects/Clients can complete, and then the Project is generated automatically & contains all the data submitted with the Form!

Documentation: https://help.suitedash.com/article/84-using-kickoff-forms, https://help.suitedash.com/article/286-update-forms

Additional Automation > File Request Action

• Sending a File Request is a great way to provide a simple & efficient way for Contacts to upload files of any size without even logging in. Now, you can include this handy functionality as a part of your Automations!
• Simply reference the File Request Action in the Trigger/Actions Widget & then select from your active File Requests. You will likely want to create specific File Requests to use in this manner.
• When the Automation is triggered, the Target will receive an email notification from the File Request along with the File Request URL – they don’t need to even login – just click the link to be taken to a generic File Upload interface where they can easily upload multiple files in one simple operation.
• Files uploaded via the File Request can be found in Files > File Requests > [Name of the File Request] > [Individual Folder per Submission]
• The File Request link can be used as many times as needed – no limitations!

Documentation: https://help.suitedash.com/article/101-files-file-requests

Customize Address Format on Estimates & Invoices

• Invoices & Estimates display your Organization name and address by default as the Payee, but the format of the address was displayed in a standard that is not universal and wasn’t ideal for some customers.
• The address field has now been broken into individual data fields so that “Address Line 1”, “Address Line 2”, “City”, “Postal Code”, etc… can be individual referenced by placeholder.
• Additionally, you’ll find in both Estimate & Invoice Settings, you are able to re-order, show or remove how the address information is displayed on your Estimates or Invoices.
• You can now re-order or re-arrange these individual fields to better accommodate the way these items are used & displayed in your part of the world.

Documentation: https://help.suitedash.com/article/392-billing-invoice-estimate-document-settings

Customize the Background Color to match your Brand

• Continuing in our efforts to provide you with the most customizable Client Portal on Earth, you can now modify the main background color of the platform to better match the colors of your brand.
• Head over to “Platform Branding” to find the new option – “Background Color Controls”
• The platform will offer a background color by default that is based on your custom color selections, but you have the option of adjusting this color Lighter or Darker.

Documentation: https://help.suitedash.com/article/127-platform-branding

Use SVG Logos in your Custom Login Page

• In the platform, you have been able to use SVGs for the Platform Branding logos for quite some time, but that has not yet been possible in the Custom Login Page.
• Now, you can use your beautifully sharp SVG logo in the Custom Login Page settings – your brand will be better looking than ever!
• If you’re not familiar with the SVG format and the many advantages it provides, we recommend you check into it – there are many many low cost options for getting your JPG or PNG logo converted into an SVG.
• If you have no idea where to start, click here: https://portalapp.direct/8MfV8Q

Documentation: https://help.suitedash.com/article/131-customize-your-login-page

New way to manage Custom Field Categories

• Custom Field Categories can now be managed right in the Contact Dashboard!
• Just trigger the “Dynamic Data View” from the individual Contact Dashboard, and you’ll find the ability to manage Custom Field Categories directly from this interface.

Documentation: https://help.suitedash.com/article/518-custom-field-categories

Task Comments delivered in Email Notifications

• If you are assigned to a Task or a Follower of a Task, you have always received an email notification letting you know if there is a comment. That email was a “heads up”, but you didn’t have the option of reading the actual comment in that email.
• Now, when you are adding a comment to the Task conversation, you can decide on a case by case basis if you want to send an email notification, and further, if you want to include the comment in that notification.
• For those with privacy concerns, this gives you all the appropriate options to be sure protected information doesn’t leave the portal, but for those who want to include your comments in the email notification for convenience, you now also have that option.
• The controls will “remember” what you chose last time, and will default to that configuration each time unless you manually change them for a particular comment.
• NOTE: All individual users (including Staff & Clients) have their own ability to set their notification preferences. If a particular user has chosen to disable email notifications for Task Comments, then even if you set the comment to be sent via email, we will not send an email to that particular user.

Documentation: https://help.suitedash.com/article/132-project-task-followers

Email Testing for all Email Sending Methods

• Recently, we released a hugely improved method for setting up your White Label Email Sending method for both transactional & marketing emails.
• We’ve enhanced this new functionality with a native testing capability.
• Everywhere you set up transactional or marketing email sending methods, you can now trigger a test just to be sure your sending method is working as you expect.
• Not only will the platform tell you right away if the sending was successful, but you’ll also receive an actual email so that you can see how the “From” and “From email address” are looking in your desktop or mobile email client.
• This is especially helpful in situations where you might be troubleshooting a new or changed Email Sending method or if you want to ensure things are looking just right to your Staff & Clients.

Documentation: https://help.suitedash.com/article/128-customize-email-logo-colors

Custom Field Categories : Advanced Logic

• Custom Field (CF) Categories have been a huge hit with the Community – a real game-changer that enables a wide range of new options!
• But, now we’ve added even more power by amping up the logical power! Now, you have the option of setting up CF Categories with “inclusive” or “exclusive” logic.
• In any Custom Field where you add more than one CF Category, you’ll have the option between two behaviors.
• Option 1: The default option is what we are calling EXCLUSIVE logic: This means that the Custom Field will be visible for any Contact where ANY of their affiliated Circle(s) is associated with ANY of that Custom Field’s Categories.
• Option 2: You also have the option of enabling what we are calling INCLUSIVE logic: This means that the Custom Field will be visible for any Contact where ANY of their affiliated Circle(s) is associated with ALL of that Custom Field’s Categories.
• These powerful logical options enable many advanced scenarios, and open up a whole other level of complexity to those who may need it!

Documentation: https://help.suitedash.com/article/518-custom-field-categories

Ability to offer extended length Appointment Types

• You asked, and we listened! Boy, did we listen!!
• Until now, you could set Appointment lengths for up to 2 1/2 hours, and for most people that is more than enough.
• But, we heard from the SuiteDash Community that many of you wanted to set much longer durations for your Appointments – as long as 8 hours in some cases!
• Now, for those of you who need really long Appointment Types, you can now set your Appointment Duration to as long as TWENTY-FOUR HOURS!
• You want LONG Appointment Types?!? You GOT LONG Appointment Types!!!! Now, let’s see how you feel after a 24-hour Zoom call, LOL 🙂
• But seriously – this also opens up the Appointment Booking tool to be used for FULL DAY bookings, which means it can be used to book conference rooms, overnight accommodations, equipment rentals, etc…

Documentation: https://help.suitedash.com/article/377-manage-your-calendars-and-schedules

Signature Block for Forms

• Quickly & Easily get legally binding eSignatures for agreements, policies or authorizations that are required in your business process.
• Available in both Kickoff & Update Forms, simple navigate to the Advanced Blocks selector and add the Signature Block to your Form. From there, you can customize the labels, calls to action, and of course input your required legal language.
• Dynamic Data Placeholders are available for use in cases that make sense – this would be especially true in Update Forms since the Contact already exists, and you’re able to dynamically insert data into the legal language, which makes for a much more streamlined and professional workflow.
• Signed items are saved in the Documents list with a “Completed” status. They can be printed or saved as PDFs from here.
• A complete audit trail is appended to the HTML & PDF versions of the signed Document, including day/time stamps & IP addresses.

Documentation: https://help.suitedash.com/article/84-using-kickoff-forms#signature_block

Dynamic Menu Items can be Customized

• There are currently two Dynamic Menu items that until now were not able to be re-ordered or re-named using Custom Menus – but those days are over!
• The “Dynamic Pages Menu” (DPM) is automatically built “on the fly” each time a user logs into the platform. It is automatically populated with only the Portal Pages that the logged in user has permission to view. If the logged-in user has not been assigned to any Portal Pages, then this “My Pages” menu item will not show at all to that particular user.
• The “Learn” menu is automatically displayed if the logged-in user is an Owner of an LMS Product. When clicked the user is taken to the list of their available LMS Products – from there they can begin their learning experience. If the logged-in user is not an Owner of an LMS Product, then this “Learn” menu item will not show at all to that particular user.
• You are now able to re-order and re-name both the “Dynamic Pages Menu” and the “Learn Menu”.
• Because of their dynamic nature, they do have some limitations. See below.
• Because the visibility of the items in the DPM and the Learn menu is based on permission granted on the Portal Page & Product level, Role-based permissioning does not apply to either the DPM or the Learn menu.
• Because the sub-menu structure of the DPM and Learn menu are determined dynamically, you are not able to specify sub-menu items for either the DPM or the Learn menu.

Documentation: https://help.suitedash.com/article/158-custom-menus

Custom Company Match Option

• PROBLEM: When you ask your website visitors to complete a Kickoff Form, they become the “Target” of that Form. If you ask them to enter a Company name, there is no way to know if that Company already exists in your CRM list of Companies. Privacy concerns means that you can’t display a choice of Companies to them in the case that what they type is “close” to the name of a Company in your CRM. But, how do we know if we should match what they typed to an existing Company if there are 1 or 2 characters that are different? Is that the same Company? Should we create a new Company?
• SOLUTION: The solution is that we do what is called “fuzzy matching”. Using a fuzzy match algorithm, we compare what they typed with all the Companies in your CRM, and then according to some defined threshold, we determine if the match was close enough to use an existing Company – or if not close enough, we create a new Company in your CRM.
• Until now, we used a threshold method that we defined, but now, we are giving that power to YOU!
• Now, you can decide what threshold works best for you particular needs, and you can adjust & fine-tune that threshold over time.
• Now, you can decide what threshold works best for you particular needs, and you can adjust & fine-tune that threshold over time.
• Simply navigate to CRM > Settings > Company Settings and look for the Company Match Option.
• If you set the threshold to 100% this means that your Form Targets must type every character in the Company name EXACTLY in order for us to match them with a Company in your CRM. A 75% level means that they only need to get match about 3/4 of the characters in order to be matched. Anything below the threshold means we will create a new Company & associate them with that Company in your CRM.

Documentation: https://help.suitedash.com/article/398-crm-settings

Ability to add Followers to Task Templates

• Another big addition to our No-Code Automation capabilities, you can now “pre-set” Task Followers in Task Templates. This means that when that Task Template is used in the automated generation of a Project, the Followers will be automatically set – they don’t need to be added manually.
• What is a Follower? Followers will be able to view the Task in the list of Tasks, when normally they would not have that visibility. In addition, Followers will receive email notifications when changes are made inside the Task, if comments are added to the Task, or if files are uploaded to the Task.
• The capabilities of a Follower in a Task are dependent on their Role, so please consult the Documentation to be sure you understand what they’ll be able to do in various scenarios.

Documentation: Coming Soon

Documentation: https://help.suitedash.com/article/132-project-task-followers, https://help.suitedash.com/article/68-task-templates

Direct Authorization (OAuth) sending for Gmail/Workspace

• May we present… the EASY BUTTON for Gmail & Workspace!
• No more will you need to configure SMTP if you’re using Gmail or a Google Workspace based email address – now you just do a direct authorization (OAuth), and you can be ready instantly for the platform to send transactional and/or marketing emails via YOUR email account.
• OAuth is a super-secure way to connect your email address – this integration is for outbound emails only. SuiteDash will use it to send transactional and/or marketing emails.
• What is “My Portal App”? When you activate, you’ll see that you are authorizing “My Portal App” to work with your Gmail/Workspace account – What is “My Portal App”? Keep reading 🙂
• In an effort to be sure the setup for all of our Integrations is as White Label as possible, we engineered an entirely secure microservice architecture that works in the background to let us show the generic “My Portal App” integration (to your staff/clients) during the authentication phase, but everything is connected to the SuiteDash platform via the integration microservice.
• So, whenever you see My Portal App, just know that it’s completely secure and can be trusted.
• It’s just another way that we go ABOVE & BEYOND to protect your brand!
• Direct Authorization (OAuth) for Microsoft coming soon!

Documentation: https://help.suitedash.com/article/128-customize-email-logo-colors

Major upgrade to Email Sending UX/UI

• Now you can more clearly configure how your White Label email notifications are setup to send from SuiteDash on your behalf – it’s mobile friendly, easy to use & easy to understand.
• The new UX/UI makes it drop-dead easy to select your sending method of choice, configure that method, and then specify which types of emails you’d like to use that method to send.
• You can now configure both Transactional & Marketing email sending in one smooth operation if you are wanting to use the same method – but, you still have the control to configure & use separate methods if that works better for your use case.
• Choose from the Default Sending Method, SMTP, Domain Verified Sending or the Direct Gmail/Workspace integration.
• Direct Authorization (OAuth) for Microsoft coming soon!

Documentation: https://help.suitedash.com/article/128-customize-email-logo-colors

Email Digest for Events & Appointments

• This addition means you can configure a schedule for the sending of a helpful Email Notification to be sent that contains a summary of your upcoming Events & Appointments!
• Choose Daily or Weekly, the day of the week to receive the email (Monday for example, to see what’s ahead), and # of days to include in Outlook email.
• You can even choose what time of day your email will be sent – the time is based on the time zone configured in your Profile.
• Test Email functionality lets you see what the emails will look like (keep in mind that the TEST email is not real data & does NOT have real links)

Documentation: https://help.suitedash.com/article/376-my-calendar-overview

Trigger/Action Automations for Appointments

• That’s right! You can now use the booking of, rescheduling of, or the cancellation of an Appointment to launch or continue your Automations!
• Among many other things, this opens the door to being able to charge for your Appointments! Simply set up an On-Demand Invoice Generator to be triggered when an Appointment is booked, and the Invoice will be automatically created and sent – AND it can be immediately paid online if you choose.
• Great way to kick off a series of Automations when an Appointment is booked – or in case the Appointment gets rescheduled or canceled.
• Change the target’s Circle, move them to a new marketing Audience, advance their Deal to a new Stage, apply an Event Generator, Send a File Request or any other of our many No-Code Automation options!
• For each individual Appointment Type, separate Action Sets can be configured for Booking, Rescheduling or Canceling

Documentation: Coming Soon

Reporting in the My Billing Dashboard

• For Prospects & Clients, the My Billing Dashboard will now display the latest Invoices that need to be paid, and the latest Estimates and Proposals that need to be approved. Clicking the Pay Invoice button will direct the Client to an Invoice screen where they can choose payment
• When there are more invoices than can be displayed the More Action Items block appears with the number of additional items. The Client is able to click to show complete list, which will show all the items that fit the description.
• Lifetime Summary display the current totals for items such as Open Invoices, Pending Estimates, etc.. Each item is directly linked for easy access to pay, approve or sign.
• The Subscriptions will show an individual item for each Subscription that is active, expired or canceled. Prospect/Client can manage Subscriptions directly.
• Now the Prospect/Client can have one place to see & manage all Office related items!

Documentation: https://help.suitedash.com/article/462-my-billing-dashboard

Use Project Custom Fields in Kickoff & Update Forms

• Previously, we introduced Project Custom Fields which are a great way to keep the necessary custom data on the Project level, which is quite useful, especially in cases where your Clients are involved in multiple Projects.
• Now, you can use Forms to introduce the ability for your Contacts to pre-populate data into Projects that are created by the submission of a form using a Project Generator.
• In both Kickoff and Update Forms, if the Form is configured to trigger a Project Generator, then you’ll be given the option of adding Project Custom Fields to that Form. (you must have a Project Generator configured)
• The Project that is generated upon the submission of the Form will be pre-populated with the data from the Project Custom Fields in that Form. Use the Project Information fields (for Staff & for Clients) to insert data placeholders, which will then be populated with the submitted data.
• This opens the door to create actual “Project Kickoff Forms” that your Prospects/Clients can complete, and then the Project is generated automatically & contains all the data submitted with the Form!

Documentation: https://help.suitedash.com/article/84-using-kickoff-forms, https://help.suitedash.com/article/286-update-forms

Additional Automation > File Request Action

• Sending a File Request is a great way to provide a simple & efficient way for Contacts to upload files of any size without even logging in. Now, you can include this handy functionality as a part of your Automations!
• Simply reference the File Request Action in the Trigger/Actions Widget & then select from your active File Requests. You will likely want to create specific File Requests to use in this manner.
• When the Automation is triggered, the Target will receive an email notification from the File Request along with the File Request URL – they don’t need to even login – just click the link to be taken to a generic File Upload interface where they can easily upload multiple files in one simple operation.
• Files uploaded via the File Request can be found in Files > File Requests > [Name of the File Request] > [Individual Folder per Submission]
• The File Request link can be used as many times as needed – no limitations!

Documentation: https://help.suitedash.com/article/101-files-file-requests

Customize Address Format on Estimates & Invoices

• Invoices & Estimates display your Organization name and address by default as the Payee, but the format of the address was displayed in a standard that is not universal and wasn’t ideal for some customers.
• The address field has now been broken into individual data fields so that “Address Line 1”, “Address Line 2”, “City”, “Postal Code”, etc… can be individual referenced by placeholder.
• Additionally, you’ll find in both Estimate & Invoice Settings, you are able to re-order, show or remove how the address information is displayed on your Estimates or Invoices.
• You can now re-order or re-arrange these individual fields to better accommodate the way these items are used & displayed in your part of the world.

Documentation: https://help.suitedash.com/article/392-billing-invoice-estimate-document-settings

Customize the Background Color to match your Brand

• Continuing in our efforts to provide you with the most customizable Client Portal on Earth, you can now modify the main background color of the platform to better match the colors of your brand.
• Head over to “Platform Branding” to find the new option – “Background Color Controls”
• The platform will offer a background color by default that is based on your custom color selections, but you have the option of adjusting this color Lighter or Darker.

Documentation: https://help.suitedash.com/article/127-platform-branding

Use SVG Logos in your Custom Login Page

• In the platform, you have been able to use SVGs for the Platform Branding logos for quite some time, but that has not yet been possible in the Custom Login Page.
• Now, you can use your beautifully sharp SVG logo in the Custom Login Page settings – your brand will be better looking than ever!
• If you’re not familiar with the SVG format and the many advantages it provides, we recommend you check into it – there are many many low cost options for getting your JPG or PNG logo converted into an SVG.
• If you have no idea where to start, click here: https://portalapp.direct/8MfV8Q

Documentation: https://help.suitedash.com/article/131-customize-your-login-page

New way to manage Custom Field Categories

• Custom Field Categories can now be managed right in the Contact Dashboard!
• Just trigger the “Dynamic Data View” from the individual Contact Dashboard, and you’ll find the ability to manage Custom Field Categories directly from this interface.

Documentation: https://help.suitedash.com/article/518-custom-field-categories

Custom Field Categories

• Now you can automatically control which Custom Fields are visible on the Contact Dashboard for all your various Prospects & Clients.
• Custom Field Categories a.k.a. “CF Categories” can be assigned to any CRM Contact Custom Field. You can create/assign multiple CF Categories to a Custom Field.
• After setting up a CF Category, you can associate the CF Category with one or more Circles. Then, you will only see the Custom Fields for each Contact that correlate to the Circles with which they are affiliated.
• This very powerful addition to the CRM gives you the ability to easily sort Contacts & display the appropriate data (and only the appropriate data) on their Contact dashboard.
• Because this mechanism is tied to Circle affiliation, your existing funnels & assignments are not likely to need modification. Simply assigning a Circle (which you are likely already doing) is enough to ensure the appropriate Custom Fields are showing for each Contact.

Documentation: https://help.suitedash.com/article/518-custom-field-categories

Ability to Reschedule Appointments

• With this release, both sides of an Appointment (Staff or Contacts) have the ability to reschedule the Appointment, and all interested parties are properly notified.
• From the Appointment Review view, the Contact that booked an Appointment will now see a “Reschedule Appointment” button.
• Using the same method, the Staff member assigned to the Appointment will also have the ability to reschedule the Appointment.
• In all cases, an appropriate email notification is sent to both sides of the Appointment with the old Appointment details and the new Appointment details.
• If a Zoom meeting link was generated for the old Appointment, that Zoom meeting will be canceled, and a new Zoom meeting link will be included in the rescheduling email notifications.
• Any connected/integrated calendars will also be updated.

Documentation: https://help.suitedash.com/article/517-rescheduling-an-appointment

Invoice Custom Fields extended to Generators

• Invoice Custom Fields exist to help you show additional organizational, compliance or regulatory information on your Estimates & Invoices.
• Things like PO numbers, VAT Tax numbers, niche-specific codes, etc… are made possible in a very flexible way using Invoice Custom Fields.
• Until now, these were available for use only on traditional one-time use Estimates & Invoices, but now, Invoice Custom Fields can be found in On-Demand, Recurring & Accumulating INV Generators.
• This addition gives you the power to set these Custom Fields up for use in all your automations, thus eliminating another barrier to putting your business on autopilot!

Documentation: https://help.suitedash.com/article/430-invoice-custom-fields

Followers are persistent on Recurring Tasks

• Task Followers functionality gives you the option of adding Followers to any Task, which then gives that user visibility of the Task, and updates when relevant items are added or updated.
• Recurring Tasks offer the ability to set Tasks up so that they recur over and over without any manual input.
• This update ensures that when Followers are added to the “root” Task, that those same Followers will automatically be Followers on all subsequent Recurring Tasks.
• Now, you can use Recurring Tasks in your planning in an automated way & be sure that Followers will always be a part of that ongoing plan/process.

Documentation: https://help.suitedash.com/article/86-managing-tasks

Updated icons in Navigation & Custom Menus

• On your next login, you’ll notice that the icons in the primary navigation area & in Custom Menus have been updated.
• Additional icon options will be added to Custom Menus over the coming weeks, giving you even more control over how the Menu looks to your Staff & Contacts.

Documentation: https://help.suitedash.com/article/158-custom-menus

Trigger/Actions now available for individual Tasks

• Yes, you can now use our No-Code Automations on the individual Task level!
• Configure the Trigger/Actions widget, and then when the Task is marked Complete, that will set into motion the automations that were configured and associated with that individual Task.
• Now your imagination can go wild with automating your systems, notifying team members, updating Clients, firing Email Cannons, triggering other Generators, etc.
• Build a mini-journey for your Staff or Clients, each Task can be the trigger that launches another round of automated actions & notifications.

Documentation: https://help.suitedash.com/article/86-managing-tasks

Trigger/Actions now available for Project Generators & Task Templates

• This is a major step forward in the ability to fully automate the entire Project & Collaboration side of your business!
• Now, the Trigger/Action Automations that you know & love are also available to use on the Task, Phase & Project level.
• Build any level of Automations into your “pre-created” Project Generators and Task Templates – then, when the live Projects are created using these Generators and Task Templates, all the Trigger/Action Automations will also be ready to go from second one!
• Combine this with Task Dependency to create mind-blowing opportunities for automation both on the Staff side, and on the Client side!
• If you plan to do your happy dance, please record and tag us on social using #suitefreedom

Documentation: https://help.suitedash.com/article/250-projects-project-generators
Documentation: https://help.suitedash.com/article/68-task-templates

Subtasks are now available in Task Templates

• And for the coup de grâce on the Project Management side, you can now – drum roll please – pre-create your Subtasks in the Task Templates!
• Have Tasks that need to be automatically created as part of a Project, but those Tasks also need to be broken down into Subtasks – well, your life is now complete 🙂
• Defining and clarifying Tasks using a Subtask checklist is very helpful, especially when it comes to newer Staff or Clients

Documentation: https://help.suitedash.com/article/68-task-templates#Tasks

Dynamic Proposal Generators

• Dynamic Proposal Generators are here! Now, while creating a new Proposal, you will have the option of “Direct” (if manually assigning to a Contact/Circle) or “Dynamic” (if assigning via automation).
• If you are typically sending as range of Proposals that are the same or nearly the same, you can now easily create a Dynamic Proposals Generator for each variant & then use those Generators to automatically zip out the appropriate Proposal for a Client in milliseconds!
• Dynamic Proposal Generators are used to generate Direct Proposals and assign them dynamically as part of an Automation. Imagine the time you’ll save!
• When a Dynamic Proposal Generator is assigned to a Client, it generates a Direct Proposal, fills in any Dynamic Data Placeholders that exist (to personalize things), and assigns the resulting Proposal directly to the Client (the target of the Automation).
• You can use Dynamic Proposal Generators via a Kickoff Form, during creation of a new Prospect or Client, or from the CRM Options menu.
• In addition, an Action has been added to our Trigger/Action Widget that will let you “Assign Dynamic Proposal Generator” which Create a Direct Proposal and assign to the Target (the target of the Automation)

Documentation: https://help.suitedash.com/article/434-proposals

Rich Text Custom Field

• To be sure you continue bossing your Automation game, we’re providing a new type of Custom Field to help you translate your style & professionalism into Proposals, Documents, Portal Pages, etc.
• In a Rich Text Area Custom Field, you are able to blow past “plain text” and use bold, italic, pre-formatted heading styles, colors, tables, etc.
• Imagine you’re using the “Staff Submit” option for Kickoff Forms while on the phone with a potential Client. In real time, you are completing the Form, outlining a summary of the conversation you are having with the Client – a “summary” of your verbalized agreement. Bullet points, bold text, headers, etc.. You know that you are planning to use the data from this Form in an automation to send the Client a Proposal, and in that Proposal is a section designed to contain this summary, and in that section lives the Dynamic Data Placeholder for this Rich Text Custom Field. You trigger your Automation by submitting the Kickoff Form, the Proposal is generated and automatically sent to the Client – you can even do it while you’re still on the phone with them – and they’ll receive directly in their email. The Proposal is delivered in seconds and contains a summary of the exact conversation you just had.
• Potential Client > Mind Blown.

Documentation: https://help.suitedash.com/article/248-custom-fields#FieldTypes

“Global Tax” option in Invoicing

• Do you need the same Tax applied to every Invoice you send? Now it’s easy 🙂
• Wherever you can create or edit a Tax in the platform, you can now activate the option for “Global Tax” and from that moment, that Tax will always be applied.
• Applies to Estimates, Invoices, On-Demand Generators, Recurring & Accumulating Invoice Generators.

Documentation: https://help.suitedash.com/article/393-billing-items-taxes-discounts-settings

Update Forms now have the “Staff Submit” option

• Update Forms are extremely powerful in that they provide a standardized and fool-proof way for Contacts to add new data or update existing data in the platform. But not only that, Trigger/Action Automations can be configured for the Form so that each time it’s submitted, the Actions are triggered.
• Now, you can design Update Forms that can be completed by you or by members of your Staff. Using the “Staff Submit” option, the Update Form will open in a new tab with a Contact selector pinned to the top.
• Just select or search for the appropriate Contact from the selector, and then complete the Form normally. When submitted, the data will be updated, and all associated Automations will be instantly triggered!

General Forms will now send Submitted Data by default

• General Forms have always recorded the submission data, but if you wanted to have that data emailed you needed to build the email yourself using individual data placeholders.
• Now, there is a placeholder for {{allSubmittedFormData}} and the email notification to send that data is configured by default.
• So, if you need the General Form to just send you, your Staff or a particular Team the data in an email, it’s easier than ever before.

Documentation: https://help.suitedash.com/article/363-forms-general-forms

Maximum future availability for Appointments extended to 180 days

• Previously, the future availability window was limited to 45 days, but that has now been extended to 180 days.
• Now your Clients and potential Clients can book your Appointments out up to 6 months into the future.

Documentation: https://help.suitedash.com/article/377-manage-your-calendars-and-schedules

Conditional Fields for Forms

• Currently ranking at #4 on our Community Voting Board, Conditional Fields has been a very popular request for quite some time – but the wait is over!
• Now you can design forms that re-configure themselves in real time based on the responses given in the form. BUT, even more powerful – because SuiteDash is also your CRM, you can tell Forms to re-configure themselves based on the values in your database, even if that data point is not referenced in the Form.
• This means you can build a form that initially presents one way for some of your Contacts, but presents differently for other Contacts – all based on data or some information that’s already on file in your CRM for that Contact! This powerful option CANNOT be achieved with other form builders because they are not interconnected with your CRM like SuiteDash is!
• You can start using Conditional Fields for Kickoff, Update or General Forms by clicking the side tab for Conditional Fields.

Documentation: https://help.suitedash.com/article/511-conditional-logic-form-fields

Zoom Integration for Appointments

• We’re excited to report that the Zoom integration (#7 on the Community Voting Board) is LIVE and ready to auto-create Zoom meetings when your Appointments are booked!
• Just open your Flyout menu and head to Integrations to activate Zoom, then assign Zoom to Auto-Create Meetings for your Appointment Types. When you activate, you’ll see that you are authorizing “My Portal App” to work with your Zoom account – What is “My Portal App”? Keep reading 🙂
• In an effort to be sure the setup for all of our Integrations is as White Label as possible, we engineered an entirely secure microservice architecture that works in the background to let us show the generic “My Portal App” integration during the authentication phase, but everything is connected to the SuiteDash platform via the integration microservice.
• So, whenever you see My Portal App, just know that it’s completely secure and can be trusted. It’s just another way that we go ABOVE & BEYOND to protect your brand!

Documentation: https://help.suitedash.com/article/505-zoom-integration

Reminder Notifications for Appointments & Events

• Now you can set up your own personal preferences to be reminded of Appointments & Events on your Calendar!
• You can choose from email, in-app or SMS notifications (SMS requires Twilio integration) & you can set up multiple reminders to make sure that you really, really don’t forget!!
• Set up your global preferences by clicking the Settings side-tab in either Calendar or Appointment Types. Then if needed, you can adjust the reminders uniquely for each Event or Appointment after they are created.

Documentation: https://help.suitedash.com/article/376-my-calendar-overview

Major Improvements to the Reseller Program

• Resellers rejoice! You can now create Child accounts with a 30-day Free Trial … and, you can now sell Start, Thrive & Pinnacle plans … and, you can sell the PLUS Bundle!
• So, now when you create a new Child account, you can choose from Free Trial, Start, Thrive or Pinnacle. If you start a Free Trial, you can choose to upgrade it at any time during the 30-day period. The PLUS Bundle can be added to any paid account.
• After upgrading to a paid account, you can upgrade or downgrade an account at anytime (proration is auto-calculated).
• Just head to your Reseller Dashboard to check it out, and then get busy building your Reseller Empire ????

Documentation: https://help.suitedash.com/article/396-partner-reseller-program

Ability to Duplicate all Generators

• You are now able to instantly duplicate any Generator!
• This applies to On-Demand, Recurring & Accumulating Generators in the Billing toolkit, and of course to Project Generators.
• This is very handy when you are creating complex Generators that need to be duplicated and modified slightly to fit your business use case. (Ex. multiple Project Generators that assign projects to different teams/staff but are identical in every other respect.)

Documentation: https://help.suitedash.com/article/361-billing-invoice-generators, https://help.suitedash.com/article/250-projects-project-generators

Dynamic Accumulating & Recurring Generators

• Accumulating & Recurring Generators are amazing tools that help make sure you are always billing Clients on a regular basis. Until now you needed to go and manually create those for each Client individually.
• But now, with the new Dynamic option, you can configure a Dynamic Generator that can be assigned via an Automation so that you can easily set them up as a part of your on-boarding process.
• You can specify a relative first creation date, or you can specify a day of the month which means the first generation cycle can be tied to a specific day of the current/next month.
• Configure your Kickoff Forms or Automations to assign a specifically configured Dynamic Generator, and a unique new Generator will be created for the individual Client.

Documentation: https://help.suitedash.com/article/47-accumulating-generators, https://help.suitedash.com/article/46-recurring-invoice-generators

Project Custom Fields

• Power up your Projects with the addition of Project Custom Fields!
• You can now organize Project-related data on the individual Project level using Project Custom Fields.
• After you’ve created your Project Custom Fields you can populate them during the Project Creation process, or by editing an existing Project.
• Enhance the Client & Staff experience by using Dynamic Data Placeholders for Project Custom Fields in the Project Information fields in both Projects & Project Generators. Using this strategy, you can pre-format Project Information and then have the project specific data dynamically inserted as the Project is created.
• NEXT ITERATION: The ability to include Project Custom Fields in Kickoff and Update Forms, which will mean that you can create either dedicated Project Kickoff Forms or a hybrid Kickoff Forms that contains CRM Contact AND Project Custom Fields.

Documentation: https://help.suitedash.com/article/248-custom-fields

Ability to duplicate Custom Fields

• Have some really specific or complex Custom Fields that need to be duplicated?
• If for example, you have a custom Dropdown Menu Custom Field with 50 selections, but you need several versions. Now you can duplicate this Custom Field and then make the changes that you need instead of needing to build it all over from scratch.

Use Staff Custom Fields to provide data to the Chart Block

• One of the most powerful use of Custom Fields is to use the value of a Custom Field as the data source for a chart using our Chart Block.
• Until now, this capability was only available for CRM Contact Custom Fields, but now you can do the same using Staff Custom Fields.
• After upgrading to a paid account, you can upgrade or downgrade an account at anytime (proration is auto-calculated).
• This further opens the possibility of creating Staff-side Dashboards that can be used to relay data, info, etc. to your internal Staff.

Terminology change: Task Templates

• To better clarify the functionality of Project Templates – and to further differentiate them from Project Generators – we have officially changed this term to Task Templates.
• This is a change in terminology only and will not affect the functionality.
  

Learning Management System (LMS) Phase 1 Release

• Yes, LMS is LIVE!! An acronym for Learning Management System, LMS has been a popular request for a very long time, and now it’s a real thing!
• Now, you can create Courses that consist of Modules & Lessons with the goal of producing a Product that you can use in a variety of ways. Products can consist of multiple Courses and the same Course can exist in many Products.
• In this Phase 1 Release, we’ve laid a solid foundation that we’ll continue to build on for months. Further development on the LMS is already underway – several key features are close to being ready and will be added over the coming weeks. Subsequent phases in the Release Cycle will continue to build the LMS into a robust tool for selling information products, training staff, etc.

Documentation: https://help.suitedash.com/article/509-lms

Manual Submit for Kickoff Forms

• Kickoff forms are great on a landing page or to embed on your website, but what about when a potential customer calls you on the phone and you need to collect the same data? Now, you’ll be able to handle that with ease & still Kickoff all the same processes!
• Kickoff Forms have a new option called “Manual Submit” on the Internal side so that you or your Staff can now complete the Form on behalf of a Contact. All the same Assignments & Automations will be triggered, and the end result will be exactly the same as if the Contact had completed the Form themselves.
• If it’s better for your use case, you can even design specific Forms designed to let your Staff “interview” a Contact and record their answers in the Form.
• And, an added bonus is the URL of the Kickoff Form never changes, so your Staff can bookmark them for super-fast access (when the phone rings).

Documentation: https://help.suitedash.com/article/84-using-kickoff-forms

Timers added to Custom Menus

• Visibility of the Timers section of the platform can now be controlled via Custom Menus. You’ll find “Timers” as a sub menu item of “Projects”.
• This allows you to easily pick and choose which Staff Roles have access to Timers for greater flexibility.
• The visibility for the Timer Widget is still controlled from Flyout Menu > Company Settings. The settings you have here for the Widget will take priority, so you can give a Role access to the widget only, but not the Timers section in the platform.

Documentation: https://help.suitedash.com/article/75-timers-overview

Dynamic Staff Avatar in Single Image Block

• You can already dynamically show a Contact’s avatar in a Portal/Start Page, which is really powerful for creating Dynamic Dashboards.
• Now, you can do the same with Staff avatars, which is another step in the direction of enabling powerful Internal Staff/Team Dashboards using dynamic data.
• Coming next: Ability to use Staff Dynamic Data as the data source for Charts

Documentation: https://help.suitedash.com/article/455-block-editor-block-types

Changes made to the e-Signature process

• Now your signers will be forced to complete both tabs of the Signature Block.
• They will be forced to type their name, which is then dynamically inserted into the legal statement verifying their agreement to the legitimacy of the digital signature process.
• They will also be required to move to the next tab where they can either confirm their generated signature OR click the “Draw” icon & draw their own signature with their mouse/finger.

Reminder Notifications for Appointments

• You can now enjoy customizable Reminder Notifications for Appointments. Configure these reminders globally from the Settings tab in the Calendar toolkit, and they’ll be applied to all Appointments. You can configure per Appointment after the Appointment is created.
• Choose from in-app, email, or SMS notification types. You can combine multiple notification types, and stack different times to have them sent out before the Appointment.
• While viewing “My Calendar”, you’ll see a new tab to the right of your screen. You can click this to configure the overall settings for your Reminder Notifications, and can also choose to overwrite settings for existing and future Appointments.
• For SMS Notifications, the phone number used will automatically pull from the “Primary Phone” field if you are sending it to the assigned Contact. Or, if you are sending it to yourself, the phone number used will pull from the “Phone” field in your profile.
• You’re required to set up the Twilio Integration in order to use the SMS Notification options.

Documentation: https://help.suitedash.com/article/400-scheduling-an-appointment

Accumulating Generators – Minimum Amount

• If your business deals with variable billing in scheduled time frames, you’re already familiar with our handy Accumulating Generators. This mechanism now has a new feature – you can set a minimum amount in order for an Invoice to be generated.
• While creating an Accumulating Generator, you’ll see a new “Generation Requirements” section in which you can specify an amount. At the end of the generation cycle, as long as the amount of the Billing Items are equal to or greater than that set minimum, an Invoice will be generated. If the amount does not meet the minimum, those Items will be carried over to the next cycle.
• This is useful if you’re dealing with a large client, like a big law firm. You have their Accumulating Generator set up to generate an Invoice every month, but maybe you’ve only done 1 hour of work for them this month. You don’t want to send them an Invoice for a small amount because that makes you look like a small-time operation. Now, you can set the minimum to something like $250.00, and this will mean the Generator will skip any scheduled generation if the minimum is not met. Instead, it will continue to hold the items you put into it until there is a generation event where the minimum is reached.

Documentation: https://help.suitedash.com/article/47-accumulating-generators

Forms – Google ReCAPTCHA v2 & hCaptcha

• Now you can block spammy form submissions at the source!
• We’ve added 2 options for configuring Captcha based challenges that are designed to foil bots, scrapers, and other spam-related tools.
• Google’s ReCAPTCHA is easy to use and completely free.
• hCaptcha is a great alternative for those who may be concerned about the data that ReCAPTCHA is harvesting while it does its work. You can also set up and use hCaptcha for free.

Documentation: https://help.suitedash.com/article/508-recaptcha

Logo option added to WordPress Login Plugin

• If you have a WordPress based website, you might already be using the SuiteDash Login Plugin to let your users seamlessly log in to your account.
• You can now use your logo on the login form that’s provided by the plugin.

Information: https://wordpress.org/plugins/client-portal-suitedash-login/

Default Avatar Initials

• We’ve done away with a “default image” for users when there is no photo available for their avatar. Instead, initials for the Contact or Staff Member will be shown, giving a personal touch.
• The initials are created from your Display Name. If you are only using a first name (or nickname, etc.), the first two letters will be shown instead. When viewing Contacts in your CRM list, the initials are based off of the First and Last Name.

SuiteDash Certified Wizarding Sessions

• Board the SuiteDash Express for a face-to-face meeting with your own personal Wizard via the teleporting powers of the legendary Zoom portal.
• During these 45-minute Sessions, your Wizard will help guide you along your SuiteDash journey. Your personal Wizard will listen to your needs, identify workflows and help create an action plan that will protect you from the dementors of confusion & doubt. Although Wizards are expressly forbidden from using their powers directly in your account, they can help you learn the spells that make magic happen!
• You can book your session right from inside your account for a reasonable price with any paid Plan (Start, Thrive or Pinnacle). Wizarding Sessions are reserved only for paid SuiteDash accounts. Just go to Flyout Menu > Manage Account, and click the “Wizarding Sessions” tab to get started.

Information: https://suitedash.com/suitedash-certified-wizards/

Email Cannons

• FIRE IN THE HOLE!! Email Cannons enhance your arsenal by letting you pre-build beautifully-formatted HTML emails with dynamic placeholders, and then “fire” those emails directly to a single recipient (the Target) as part of an Automation. Any dynamic data will be inserted as the Cannon is fired, and the Target will be blown away by the super-pro look & feel!
• You can fire Email Cannons manually or via Kickoff Form, Update Form, Trigger/Action Automation, or while adding & importing Contacts. You can unleash your Cannons on any Prospect or Client, in either “Invited” or “Uninvited” status.
• You’ll need to manually enable the “Automations” item in your Main Menu in order to use this feature. We want to respect the Custom Menus you’ve built, so when a new menu item is introduced, we let you be the one to enable the new item, and arrange it in your Custom Menu as you see fit.
• SuiteMates who subscribe to the PLUS Bundle now have a FREE new feature. Email Cannons are now part of the PLUS Bundle Power-Up which can be added to ANY Plan for just $20/month.

Documentation: https://help.suitedash.com/article/501-email-cannons

Email Marketing Campaigns for all SuiteMates!

• The Start Plan has been given a FREE upgrade – you can now utilize the Email Campaign Marketing functionality of the platform! Both existing & new accounts on the Start plan will see a new “Marketing” item in your main menu. You should check it out 🙂
• You can now build Audiences & market to them using Email Campaigns. The Email Campaigns can be sent to multiple Audiences if needed, and can be triggered immediately or scheduled for a future date. And, if you are having trouble coming up with ideas, you can browse the available Email Marketing Templates & load them into your account directly from the Template Library.
• Autoresponders is not part of the Start Plan and will remain exclusive to Thrive & Pinnacle plans.

Documentation: https://help.suitedash.com/article/102-marketing-email-marketing

Terminology Change: Event Generators

• As a continuation of the very popular new “Generators” nomenclature, and to better clarify the functionality of Event Templates, the official title “Event Templates” has been changed to “Event Generators”.
• An Event Generator lets you pre-plan and pre-build a series of Events that will be created when that Event Generator is called into action. When triggered by a Kickoff Form or in an Automation, the Event Generator “generates” a series of pre-configured Events and assigns them to the Target of the Automation based on the settings of the Generator.
• Events generated by an Event Generator are “associated” so that if needed, you are able to use an Automation to cancel the remaining Events in that series. An example of when this would be useful is an Event series intended to keep a Client on your radar until you complete the sale (a follow-up phone call “Event” every week for 12 weeks). In this example, you could set an Automation to cancel the remaining Events in that series when the Client approves a Proposal or Estimate. So, in the case that the Proposal is approved & signed in the 4th week, those remaining follow up Events can be automatically canceled and removed from your Calendar by an Automation.

Documentation: https://help.suitedash.com/article/91-events-event-generators

Intake Forms “power up” & are now Kickoff Forms

• Intake Forms have received an upgrade – we are officially changing the name for these to “Kickoff Forms”! The change is designed to better describe the underlying purpose of this Form – it “kicks off” a process, a journey, a funnel…a relationship!
• With this new functionality, you are now able to ‘program’ the Kickoff Form to behave differently based on whether or not it recognizes the target user filling out the form. This gives you the power to place a Kickoff Form on your website or on a Landing Page, and use it to offer a unique service, or as the gateway into a new area of your business. Any visitor to that Kickoff Form will be able to complete the Form, then based on whether or not that target is “recognized” or “unrecognized”, the appropriate actions & assignments will happen based on your chosen configuration.
• Of course this means that Kickoff Forms can still be used for self-registration, so that you can use the Form to turn “unrecognized” users into Leads, Prospects or Clients in your CRM. But in addition, when targets who are “recognized” from your CRM fill out the Kickoff Form, you can configure the Form to handle them differently if needed – choose to update their data, move them into a new Circle, change their Coordinator, put them in a different Audience, etc. This means your existing Contacts can go through a funnel many times (repeat business) if that’s what your business needs.
• We are proud to say that this feature is just another in a long line of features that started as a request from the Community.

Documentation: https://help.suitedash.com/article/84-using-kickoff-forms

Assign Tasks without needing to associate a Project

• You can now create a Task and assign it directly to a Staff Member or Client without being required to associate a Project. This gives you the freedom to quickly create and assign a Task without the added burden and structure of having to build a Project first. This feature was also implemented in response to feedback from the SuiteDash Community.
• Currently this capability is available only to Admins & Project Managers. To create and assign a Task outside a Project, you should start in “All Tasks” which you can find by navigating to Project > All Tasks (available to the Super Admin, Admin, and Project Manager Roles).

Documentation: https://help.suitedash.com/article/86-managing-tasks

Time-Tracking Widget

• Introducing the new Time-Tracking Widget! This powerful little tool packs ALL of the features of the main Timers interface. But now you can track time, switch to another Timer, and add Timers to Invoices & Generators from anywhere in the platform – it’s always available and ready to use!
• The Time-Tracking Widget shows your currently active Timer ticking away in real time, in both the widget and in your browser tab! If visibility for the “Rate” is enabled for the user, this will also be displayed, and the total value of the time tracked will always be calculated and updated. Create new Timers, pause, resume, switch between different Timers, and even add the Timer to an Invoice right from the intuitive interface.
• Worried that the widget will get in the way? You can rest easy because we’ve thought of that too – you can click and drag the widget vertically if it’s obscuring anything. Or, you can turn off the Time-Tracking Widget entirely in Flyout Menu > Company Settings. You even have the controls to specify which Staff Roles can see the widget.

Documentation: https://help.suitedash.com/article/75-timers-overview

FLOWs Manage Assignments List

• Managing your On-Demand FLOWs just got much easier! We’ve added a new “Manage Assignments” feature to On-Demand FLOWs. This new tool gives you a list of all currently assigned users to the FLOW, accessible right from the FLOWs list.
• You can quickly assign a user to the FLOW by selecting Contacts from a dropdown menu, and can unassign a user with the click of a button. You can even filter the Contacts by name to easily find the user you’re looking for.
• Both On-Demand and On-Boarding FLOWs can now be deleted while users are still assigned. In this case, all currently assigned users will be unassigned from the FLOW.
• You can find this new feature by navigating to FLOWs and clicking the “Options” menu button beside the FLOW you would like to manage.

Documentation: https://help.suitedash.com/article/422-automations-managing-flows

Read Receipt permissions by Role

• A “read receipt” is a confirmation that your message was opened & read. We’ve improved this feature by allowing you to choose which Roles are allowed to use this feature.
• You can find this new setting in Messaging > Inbox > Settings. When enabled, any user who is given this capability via the permissions will see the option to receive a read receipt when their recipient opens the Message. The option can be selectively enabled/disabled on each unique Message.

Documentation: https://help.suitedash.com/article/362-messaging-secure-messaging

Activity Stream / Email Logs

• Live Stream has been upgraded and has officially been rebranded “Activity Stream”!
• Activity Stream is a time-stamped log of events, emails, and logins that have occurred within the platform. This is where you can closely monitor anything your Staff Members and Contacts are doing. What the user viewing the Activity Stream can see is dependent on their Role, as well as the degree of access specified by the Super Admin.
• On the Activity Stream page, click the “Activity” tab to see actions your users are taking – whether it’s a Client paying an Invoice or a Project Manager creating a new Project, you’ll see exactly when each event has occurred. Check the “Emails” tab to see all email notifications that have been sent to users, as well as any ingoing or outgoing private messages relating to you. Check the “Logins” tab to see exactly when users have logged into the platform.
• You can find Activity Stream located to the left of the “Logout” link in your Flyout Menu.

Documentation: https://help.suitedash.com/article/23-activity-stream

Third Party Payment Link for Billing

• Are you using a payment gateway that isn’t available in SuiteDash (yet)? No problem! Now you can configure your Invoices so that the “Pay Now” button directs the Client to that third-party link.
• While creating your Invoice (or Estimate, On-Demand Invoice Generator, Recurring Generator, Accumulating Generator, or the “Convert to Invoice” Action), you will be able to select the option to use a third-party payment link. Just enable it and enter the URL you want your Client to navigate to.
• Please note that if you use this option, the payment won’t automatically be tracked in SuiteDash. When your Client pays, you will need to manually record that payment within the platform.

Documentation: https://help.suitedash.com/article/45-creating-a-managing-invoices

Add Appointments to your external calendars

• For new Appointments that are created, the email notifications sent to the assigned users now have a bonus feature – links are automatically included to add the Appointment to an external calendar (Google, Yahoo, Outlook, and iCal).
• In addition, the ICS file is attached to the email and is available for direct download by clicking “Other”.
• We have also added a new Email Notification that is sent to the Contact when a new Appointment is created. Both the Contact and Staff Email Templates can be customized to include these links.
• MANUAL ACTION needed for existing accounts. To add these links, you’ll just need to modify Email Template for Booking Notification to include the newly-added Placeholder: [add-to-calendar]. Or, you can simply click the “Reset to Default” button to load the updated default Email Template that includes the Placeholder.

Documentation: https://help.suitedash.com/article/400-scheduling-an-appointment

Option to Hide Menu Items via Circle

• Our powerful Custom Menus already gives you the ability to show Menu Items by Circle in addition to Role. Now you have the ability to “hide” Menu Items by Circle as well!
• This additional option gives you even more flexibility and control over what each “designated group” of Contacts sees, allowing you to build complex logic that can help you customize your range of funnels even further.
• You’ll now see a toggle for “Circle Menu Item Visibility” while configuring the visibility for your Menu Item. Enabling this switch will give you a “Show” and a “Hide” list, so you can make your selections.

Documentation: https://help.suitedash.com/article/158-custom-menus

Due date no longer required for Projects

• Based on feedback from the Community, we have removed the need to specify the Estimated Completion Date for Projects. This gives you the flexibility to create “ongoing” Projects with no friction.
• You’ll see that while creating a Project, the “Estimated Completion Date” field no longer has a “required” asterisk. The same goes for the “Relative Estimated Completion Date” for Project Generators.

Documentation: https://help.suitedash.com/article/34-creating-a-new-project

White Label DNS for Custom URL

• When setting up your Custom URL, you now have several generic options to choose from when entering the URL to “point” to. You no longer have to use app.suitedash.com.
• This is useful if you are setting up an account for someone but don’t have access to their DNS. When it comes time to tell them where to point their CNAME to during setup, you can ask them to point to something like secure.myportalapp.com or connect.clientportal.solutions, which is a way of keeping YOUR brand in focus.

Documentation: https://help.suitedash.com/article/130-setting-up-your-custom-url

SVG support for Platform Branding

• Yes, get excited!!  You can now upload your company logos in SVG format!
• SVG (scalable vector graphic) is a desirable file format, since it means the image can conform to any dimension without losing quality. Pixels aren’t being forced to expand beyond their original size, so there is no blurriness or distortion.
• You can upload your Custom Company Logos by going to Flyout Menu > Platform Branding.

Billing for “Not Invited” Clients

• Full billing capabilities are now available for Clients in “Not Invited” status! Your Clients won’t have to register into the portal for invoicing, subscriptions, and more.
• Have your Clients pay Invoices, approve Estimates, and be billed for Subscriptions without ever having to log in to the platform. We’ve also expanded on this capability for Proposals to cover all of the bases.
• If you want to utilize this feature, you will need to update a handful of Email Templates to ensure your Clients will not receive an email notification prompting them to log in. We’re using some special placeholder logic that is easy to insert into your existing custom Email Templates (or you have two other easy options to choose from to update your templates).

Documentation: https://help.suitedash.com/article/492-billing-for-not-invited-clients

New layout for Trigger/Action Automations

• Since our Trigger/Action Automations list continues to grow, choosing from an ever-extending list was getting too cumbersome. So, we’ve overhauled the Actions module for the best possible user experience.
• The interface has been changed to a clean & attractive tile grid, complete with easy-to-scan icons, brief descriptions, and even a search bar to filter the results.
• The options to save and load Action Templates have been redesigned for more clarity.

Documentation: https://help.suitedash.com/article/383-automations-actions

Guest checkout with PayPal

• When setting the PayPal Gateway on an Invoice, the Client can now complete the transaction as a guest instead of having to log into a PayPal account. Instead, the Client can simply enter their credit card details to pay.
• Please note Guest Checkout is not always available depending on several factors, such as region location and fraud risk assessment carried out by PayPal at the time of checkout.

Documentation: https://help.suitedash.com/article/89-invoices-payment-gateways

Terminology changes: Generator & Audiences

• To better clarify the functionality of “Profiles” throughout the platform, we’ve officially changed this term to “Generators”. So, we now have On-Demand Invoice Generators, Recurring Invoice Generators, Accumulating Generators, Project Generators, and Folder Generators.
• When applying a Generator, you are “pre-creating” the item in question (Invoice, Project, or Folder structure). The only thing it needs is the assigned Contact – once that information is inserted, it “generates” the actual item. For example, if you’re selling a particular service for $100, instead of having to manually create an Invoice for each Client who purchases it, it would be much easier to just create an On-Demand Invoice Generator with the cost of that service already added. Then an Invoice can be instantly created based on who is actually purchasing it.
• Generators differ from Templates, as a Template is merely a starting point for an item. Templates give you a “base” to start with, and requires more information than just the Contact’s name. Automation is key with Generators and this is not possible with Templates. As “Profiles” and “Templates” were easily confused, this change was made in response to this.
• We have also made the official change from “Marketing List” to “Marketing Audience”. As with Generators, this helps clarify its functionality (and to avoid “list of Lists” awkwardness).

Plaid integration for Stripe ACH

• Great news for Stripe ACH users! You can now utilize an integration with Plaid for your Stripe ACH Payment Gateway for instant verification. This makes it easier than ever for your Clients to pay via ACH – even easier than typing the information for a credit card.
• Using Stripe with Plaid, Clients only need to input their bank login credentials via Plaid and the bank-grade security that their process ensures. Your Clients won’t have to look up their routing and account number and then wait 2-3 days for micro-deposits to show up in their bank account (and then log in to enter those amounts).
• Because the Client’s bank account will be instantly and securely verified, it can be used right away to make payment on an Invoice. Can you say “Today is payday”?

Documentation: https://help.suitedash.com/article/470-ach-payments

Twilio Integration

• You can now connect your Twilio account to SuiteDash!
• To enable, just head over to Flyout Menu > Integrations, enter your Twilio account SID and Auth Token, and select the phone number that you’d like to send from.
• With this integration enabled, you’ll be able to use the “Send SMS” action now available in our Trigger/Action Automations functionality. Send SMS messages immediately, or schedule them for a time-based delay, a specific date, or a dynamic date powered by a Date Custom Field.
• Going forward, we’ll also be developing SMS messaging functionality for Appointment Reminders & Follow-ups, Marketing, Messaging, and more…
• The Twilio SMS integration gives you the ability to build SMS messaging into your workflows, and the power to send SMS messages to almost any number, anywhere in the world!

Documentation: https://help.suitedash.com/article/476-twilio-integration

New “Send SMS” Action

• Using the Twilio integration, you now can send text messages (SMS) to your Contacts!
• We’ve added a “Send SMS” Trigger/Action Automation that will send a message to the assigned Contact(s) once a trigger has been fulfilled (e.g. paying an Invoice, completing a Project, approving a Proposal, etc.,). The functionality of this feature will continue to grow so that you can utilize it in more ways.
• You can choose to send the SMS immediately, after a set amount of time, or you can schedule a specific time and date. if you use the scheduling option, you can enter the date manually or you can use a Date Custom Field.
• Just like in email messages, you can use Dynamic Data Placeholders in SMS messages too! The text messages you send will be just as personalized.

Documentation: https://help.suitedash.com/article/476-twilio-integration

Choice Block in Intake Forms

• Intake Forms just got a big upgrade! Introducing the “Choice Block”, which allows you to customize how a Contact is onboarded based on their choices!
• To the person completing the form, the Choice Block appears as a simple selection dropdown menu. Behind-the-scenes, that person’s choice is determining which registration and automation settings are applied to them.
• You’ll be able to uniquely specify which Circle(s) they’ll be added to, which Appointment Type they can book, which Project & Invoice Profiles are assigned, and as it relates to Paid Portal Access, you’ll be able to assign a specific Subscription Payment to each choice. These are just examples, but as you can clearly see, the Choice Block enables a wide range of possibilities!

Documentation: https://help.suitedash.com/article/84-using-intake-forms

Save Contracts as Drafts

• Now when you are making edits to a Contract before sending it out, you’ll have the option to save it as a “Draft” so that you can edit and send it later. Benefit? You won’t lose any changes you made to that Contract if for some reason you can’t send it during that session. You can also save your changes as a new Contract Template.
• And, we have tweaked the UX so that instead of having to enter/exit an “Edit Mode”, the Contract Template you load will be on the screen to edit right from the get-go!

Documentation: https://help.suitedash.com/article/48-creating-a-new-contract

Improvements for Timers + Date option for Manual Entry Timers

• We’ve made a few improvements to Timers, giving you more flexibility and improving the at-a-glance information from the Timers List View.
• Now while creating a Manual Entry Timer, you have the ability to select a date. You’ll find this useful for when you want to create a Timer for either a past or future time period.
• In the Timers List View, the “Start Time” and “End Time” columns have been replaced by a “Date” column. For manual Timers this will show you the date that was specified during creation; for standard Timers, the creation date and time will be displayed.
• We’ve also added a “Total Time” column, in which you can see the amount of time that is currently calculated (from when it was last Paused or Completed).

Documentation: https://help.suitedash.com/article/75-timers-overview

Official Language Translations Sets

• We have some exciting news on the Translations front! Official Translation Sets are NOW AVAILABLE for you instantly load in your account! Currently, Spanish and French are live, and we hope to have many more options ready soon.
• We have also reworked the UI for our Translations Toolkit for a cleaner and more streamlined experience. You’ll find that there are now tabs located to the right of the screen, which contain the language sets, additional settings, and tips for using the module.
• After applying the language set, you can tweak anything you’d like to better suit your business style and use case.
• And, there is also a new “lock” system you can use to “preserve” translation strings that you don’t want to be overwritten when applying a language set.
• After you load a translation set, the translation is all yours to adjust/modify, which gives you the best of all worlds: true convenience & flexibility. Just go to Flyout Menu > Translations (beta) to see everything in action.

Documentation: https://help.suitedash.com/article/350-translation-beta

Secure Credit Card Vaulting in our new Plus Bundle Add-On

• Securely “Vault” credit cards from your Contacts using reliable enterprise-level technologies paired with military grade PGP encryption. Then easily & securely retrieve/view the complete credit card number, expiration & security code.
• 100% PCI Compliant, which means that this feature complies with the technical and operational standards set forth to secure and protect credit card data stored and transmitted. PCI standards for compliance are provided by the PCI Security Standards Council.
• You can either send a request to the Contact to enter their payment details, or you can input the information manually. You can store as many cards for the same Contact as you’d like.
• This feature is available with our new Plus Bundle Add-On, which also gives you an additional 1,000GB of storage space. This Add-On can be added to ANY plan.

Documentation: https://help.suitedash.com/article/478-credit-card-vaulting

New PDF viewer & ability to preview more file types

• SuiteDash now features a brand new PDF viewer with quicker loading times and many more options, including rotating the page, viewing two pages side-by-side, and more!
• The list of file types you can preview in the Files Toolkit has been expanded! Preview documents, images, videos, and audio files by clicking on the file name.
• The compatible file types are: pdf, docx, xlsx, pptx, jpeg, jpg, png, mp4, ogg, webm, mp4, wav, and flac. You can preview them right inside the platform without having to download them.

Documentation: https://help.suitedash.com/article/52-share-files-with-your-clients-prospects

Placeholders Picker + New Staff Placeholders

• Our Dynamic Data Placeholders feature has been improved with grouping, color-coding, and searching for better organization.
• Placeholders are now organized by “category” (Contact, Company, Organization, etc.,), and are color-coded to make them easier to distinguish. You’ll be able to click each “category” tab to see that particular list of Placeholders. There is also a search field included to make finding your desired Placeholder easier.
• In addition, we now have Placeholders for Staff Members! You can find them in Portal Pages for now, and we will continue to implement them in more areas throughout the platform. Can you say STAFF DASHBOARDS?

Documentation: https://help.suitedash.com/article/294-dynamic-data-placeholders

Changes to File Transfer Share Options

• We’ve added an exciting new option to the File Transfer feature.
• You now have the option of generating a unique hashed link to each individual user. This link does not require the 6-digit code to access the Package. If you have sent the Package to multiple users, you’ll be able to select each user from a dropdown menu.
• Or, if you want to use a generic custom link, you can specify that URL and direct/link your recipients to that URL. In this case, you are able to generate a unique 6-digit code for each recipient, which you can then relay to them over the phone or via SMS. The 6-digit code acts as an identifier so that the correct File Transfer Package is delivered.
• Example Use Case:  Link to your Custom File Transfer URL from your website so that you can just call or text a Client “Just go to my website, click “Retrieve File Transfer” and enter these 6 digits”.
• Access these options from the “Share Options” link in the Options menu for active Packages.

Documentation: https://help.suitedash.com/article/465-files-file-transfer