Updates Log

August 19th, 2022 Live

Appointments Block in Update Form

  • Another exciting improvement to the Appointment Scheduling Toolkit, you can now use the Appointment Scheduling Block in Update Forms!
  • Update Forms are primarily used inside your Portal to update or add data to an existing Company or Contact. They are also the type of Form that can be used for a FLOW Step.
  • This addition gives you even more options to design your workflows to include Appointment Scheduling.
  • 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/286-update-forms


Company Custom Fields in Update Form

  • You now have the ability to include Company Custom Fields in Update Forms!
  • If you need to let your Contacts add or update data related to their Company, this is now possible with the ability to include Company Custom Fields in Update Forms.
  • Company Custom Field form fields will only be shown to Contacts who are associated with a Company. Otherwise they will be automatically hidden.
  • For each Company Custom Field (CF), you’ll have the ability to choose which Contact(s) will be able to see and therefore add/update information for their Company. The default option is that only the Primary Contact will see the Company CF form fields and be able to change the data (if field is not set to read-only). The other option is that you can allow any Contact associated with the Company to see the field & update data (unless read-only)
  • 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/286-update-forms


Select Multiple Appointment Types in Appointment Block

  • Until now, you could only offer a single Appointment Type for your prospective Clients to book when they were onboarding using a Kickoff Form. But NOW, you can offer them a choice of multiple Appointment Types.
  • When you’re configuring the Appointment Block, you will now find a multi-select field instead of a single choice select box. You can select just one if you like, but you can also select multiple Appointment Types, which will give your Targets the ability to choose which AT they would like to book.
  • One example of how this capability can be used is to offer a “15 Minute Call”, a “45 Minute Meeting” or a “90 Minute Consultation”. And, there are many other possibilities!
  • 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/444-appointments-with-kickoff-forms


Custom Email Notifications for each Appointment Type

  • Until now, you had one set of Email Templates that were related to Appointment Types – just one email template to confirm the booking, one email for cancellation, etc. This meant that you needed to use generic language in these templates so that they sounded correct for each of your various Appointment Types.
  • Now, for each individual Appointment Type, you can completely customize the email template for each step of the booking process. This means you can use very specific language that refers to and references the specific Appointment Type directly, and for your other Appointment Types, you can do exactly the same. No more generic emails 🙂
  • Another feature that will enhance the professional appearance of your organization and impress your prospective Clients as they interact with your custom White Labeled Client Portal.

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


Pop-Up Notices Scheduling Options

  • Pop-Up Notices are one of the most useful ways to provide location specific information and updates to your Contacts and Staff. You can already specify which Circles or Teams will see the Notice(s), and at which Location(s) the Notice(s) will show.
  • Now, you can also designate WHEN the Notice(s) will show! Using the new Scheduling Options, you can designate a Starting Date/Time and/or an Ending Date/Time for each individual Pop-Up Notice. (Date-Time Scheduling)
  • You also have the option to show a Notice every day, but only during a specified time window. (Time Scheduling)
  • And, you can even choose to show the Pop-Up Notice using Standard Time Delivery or Time-Shifted Delivery. If you select Standard Time Delivery the notice will show/hide to all Users based on the Time Zone you have set in your Company Settings. If you select Time-Shifted Delivery the notice with show/hide based on each User’s individual Time Zone settings.

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


Ability to Duplicate FLOWs

  • FLOWs are an extremely powerful tool that let you design a step-by-step onboarding process for your Prospects and/or Clients.
  • As you design your workflows and automations, there may be times when you need to create multiple FLOWs that are very similar to each other, and this is why we’ve now added the ability to duplicate a FLOW.
  • When you duplicate a FLOW, literally EVERYTHING is accounted for, including the associated Automations that you’ve configured for each FLOW Step, and for the FLOW completion.
  • Now you can save tons of time by duplicating an existing FLOW and using that as a huge head start on building another FLOW that needs to be similar.
  • 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/384-automations-flows


On-Demand FLOW option for Known Targets in Kickoff Forms

  • Kickoff Forms are an insanely powerful way to start a Target through a workflow. You are able to define a unique experience for both Known and Unknown Targets.
  • Now you have the additional option of assigning an On-Demand FLOW to Known Targets in your Kickoff Forms!
  • This new functionality gives you the ability to further automate your workflows to include On-Demand FLOWs for your existing Prospects and/or Clients.
  • 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/84-using-kickoff-forms


Subject Line Option added to Form Cannons

  • Form Cannons give you the power to trigger an email to be “fired” to your Target that contains instructions and link(s) to the Form(s) that you are asking them to complete. The Target can then click the links and complete the forms WITHOUT logging into the platform. The link simply opens directly out of their email, and they are instantly looking at the Form(s)
  • Now, you have the option to specify the Subject line of the Email Notification sent to the Target, which means you can fully customize the Subject line for each individual Form Cannon.
  • Being able to fully customize the Subject line means that you can craft your message uniquely for the particular purpose so that your Targets are more likely to understand what the email is about, and therefore more likely to open it and complete the requested Forms.
  • Another feature that will enhance the professional appearance of your organization and impress your prospective Clients as they interact with your custom White Labeled Client Portal.

Documentation: https://help.suitedash.com/article/541-form-cannons

July 15th, 2022 Live

Form Cannons

  • It’s a BIG day! Today is the day that Form Cannons arrive on the SuiteDash scene!
  • Reducing friction is always the goal when asking your Prospects or Clients to complete an onboarding or data collection workflow, and now Form Cannons are available to give you a more “friction free” option when designing your workflows and automations.
  • Form Cannons give you the power to trigger an email to be “fired” to your Target that contains instructions and link(s) to the Form(s) that you are asking them to complete. The Target can then click the links and complete the forms WITHOUT logging into the platform. The link simply opens directly out of their email, and they are instantly looking at the Form(s)
  • You can configure and fire a Form Cannon manually, or you can configure (pre-load) the Form Cannon so that it can be “fired” as a part of an Automation – which means you can use Form Cannons as part of your onboarding or data-collection Automations!
  • If your Forms require a bit more security, there are options to set a password and/or limit the # of times the link can be accessed.
  • You can even configure an email notification to be sent to you or members of your Staff when the recipient(s) view the Form(s).
  • Available only as a part of the PLUS Bundle Power-Up*

Documentation: https://help.suitedash.com/article/541-form-cannons, https://help.suitedash.com/article/475-power-ups


Urgent Notifications Alert

  • For those of you who are using FLOWs as a part of your strategy, you’ll probably agree that you wished that there was a more obvious notification to let your Prospects/Clients know that they had a FLOW assigned. Well, we built this feature for you!
  • Introducing the Urgent Notifications Alert! Now, when a Prospect/Client has an On-Demand FLOW assigned, they will be shown a very obvious and in-your-face notification that will tell them they have a FLOW assigned, and link them directly to it.
  • Your Prospects/Clients can use this to enter the FLOW for the first time, or re-enter it at a later time to continue the FLOW if they didn’t complete it initially.
  • We plan to extend the capabilities of the Urgent Notifications Alert (UNA) by giving you options to use it for Document Signing, Proposals needing review, Estimates that need approval, Invoices that need to be paid, etc.
  • 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/380-notification-center


Staff Submit for Work Requests

  • You already have the option for Staff Submit on Kickoff Forms, Update Forms & General Forms, but now you also have that option for Work Requests!
  • Now, when your Staff gets a phone call or is sitting with a Prospect or Client, they can easily submit a Work Request on behalf of that Client.
  • This is very convenient because it maintains all your carefully designed workflows & Automations around Work Requests, which means that everything stays consistent and predictable.
  • 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/77-work-requests-overview


Relative due dates “Based On” Task Dependency Logic

  • If you’re using Task Templates combined with Task Dependencies, then this new feature is for YOU!
  • A Task Template allows you to pre-create the Tasks and Phases in a Project and then have the option to apply that Template to a new or existing Project. When a Template is applied to a Project the predefined Tasks and Phases are automatically generated, assigned to the appropriate user, and due dates are dynamically generated based on your settings.
  • The Due Date of a Task in a Task Template is defined by a numeric value field along with an Interval Unit dropdown menu for selecting either days or weeks. This is used for setting a conditional due date for the Task, which will reference the Based on Date that was specified while applying a Task Template.
  • Using the logic above, the Due Date was instantly set for all Tasks, but this presented an issue for SuiteMates who were using Task Dependencies to hide certain Tasks until others were completed. They needed the Relative Due Date to be applied at the moment the Task becomes visible based on the Dependency logic.
  • So… NOW, when you are using Dependency logic, you can specify that the Relative Due Date be set using the satisfaction of the Dependency logic as the “based on” date (instead of using the moment the Task Template was applied to the Project).
  • 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/360-task-dependency


NEW No-Code Automation : Apply Task Template

  • If you are already using Task Templates and merging them into existing Projects, then you understand how powerful that can be. But, now imagine that you can use a No-Code Automation to trigger that Task Template to be added to the correct Project.
  • An example would be if you started a Project with a Client, but then they wanted to add an additional service to that Project. You decide to create an Invoice for that work, and then use the No-Code Automations to specify when that Invoice is paid, then automatically merge the Task Template (already designed with the Tasks for that service) into the Client’s existing Project (you select “Most Recent” option because that works for you in this case). You could use this same strategy in a more universal way to support an Automated Upsell Marketing strategy.
  • You have powerful options like choosing the Based-On Date, targeting a specific Project by title, targeting the most recent Project, and even changing the Project’s status.
  • 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/433-automations-breakdown


Document Generation : No Signature Option

  • The Document eSignature functionality is one of the most powerful features in the SuiteDash platform, but we’ve gone even further and adapted this functionality so that it can be used in interesting new ways.
  • Now in the Document Template interface, you can specify that the Document does not require any signatures. In this case, you can use all the other tools (like Dynamic Data placeholders, etc.) to build the Document Template, but you won’t place any signature placeholders.
  • This first basic iteration will give you the power to create things like Data Sheets, Certifications, Personalized Instruction Manuals, etc.
  • Future iterations will be designed to work seamlessly with Forms, FLOWs, LMS and more to enable richly styled PDFs of Form/FLOW submissions, LMS Course Completion Certificates and more!

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


File Attachments : ZIP File link in Email Notifications

  • In all areas of the platform, when you attach files to an Estimate, Invoice, Proposal, Document, Message, etc., we’ve added a super-convenient option that makes life easier for your Prospects & Clients.
  • If more than 5 files are attached to an entity (Estimate, Invoice, Proposal, Document, Message, etc.), the platform will automatically generate a ZIP file of all the attached files and offer that ZIP as an additional attachment to make life easier for the recipient. So, instead of needing to download each file individually, your recipient(s) will be able to easily download the single ZIP file and then extract it to access all the files inside one nicely organized folder.
  • This generated ZIP file is now included in the File Download links that are added to the footer of email notifications that include attached files.

Documentation: https://help.suitedash.com/article/540-files-file-attachments


Staff can edit their own Custom Fields

  • When creating new Custom Fields for Staff, you can now specify if you want your Staff members to be able to edit the value of that Custom Field from within their Profile.
  • If you enable one or more Staff Custom Fields in this way, your Staff will be able to see and edit those Custom Field values in their Platform Profile.
  • 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/248-custom-fields


Date Placeholders available in FLOWs

  • For those using FLOWs, you now have another tool to work with – Date Placeholders.
  • These placeholders will come in especially handy in the eSignature step for situations where you want to automatically insert “today’s date” or the current day.
  • There are options for Current Year, Current Month, Current Day, Current Date and Current Time
  • 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/294-dynamic-data-placeholders


Page Break option for PDF

  • In key areas of the platform, we generate PDFs from the web version of your content. Proposals and Documents are two good examples. But, in some cases when the PDF is generated, a problem arises with content ending up on separate pages of the PDF in a way that was not intended. “Web-Based” Proposals/Documents don’t technically have the constraints of “pages”, so it’s technically impossible to translate that content perfectly into a PDF, which is very strictly defined by pages of limited size.
  • To remedy this, we’ve given you more control by providing a “page break” placeholder that you can insert into your web-based Proposal. When this “page break” placeholder is used, it will tell the platform that a new PDF page should be started before the content that follows.
  • Now you’ll have more control over how your “web-based” Proposals/Documents are turned into PDFs. You’ll be able to designate where a new page should start.

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

June 24th, 2022 Live

The Sales Funnel Builder

  • A flexible and robust add-on that will enable powerful new options in multiple areas of the platform.
  • You’ll be able to create 2-Step or 3-Step Funnels that will give you multiple options to offer (free or paid) a specific resource like an LMS Product as the “desired product/service”.
  • Build out an arsenal of publicly available (non-logged) Sales/Onboarding Funnels, each one directly associated with a specific asset, and completely customized as to how each target is onboarded.
  • Use your Custom URL + “Friendly URLs” to create a completely White Label link to your Landing Page ~ OR ~ use the “Embed” functionality to embed the Landing Page into your existing website!
  • Specify a unique “Start Experience” based on your particular needs. Custom “Thank You” pages, or “Welcome” pages can be used as a one-time Start Page, but then revert back automatically to the standard Start Page logic.
  • Future applications planned with Appointments, Proposals, Projects, Support Tickets, Membership Plans and Communities.
  • Available only as a part of the PRIME Bundle Power-Up*.

Documentation: https://help.suitedash.com/article/539-sales-funnel-builder, https://help.suitedash.com/article/475-power-ups


File Attachments to File Upload Notifications

  • We have been adding the option for File Attachments in all areas of the platform, and this release is a continuation of that initiative. We’re nearly complete 🙂
  • Now when you upload files to a Shared Folder, a Project or even to the Client Files folder for a particular Client, you have the option of having those files attached to the email notification that is triggered by that file upload (if any).
  • This feature will let the recipients download the attached file(s) without needing to login, which is quite convenient. Just be sure you understand the privacy concerns that may be applicable to your situation before enabling this option.
  • 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 (even if they are stripped out by the email client). 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.
  • These new options only control the attachment of file(s) to email notifications. The settings that control whether or not an email notification is sent are completely separate. Email notifications must be enabled to send for these file attachment settings to take effect.

Documentation: https://help.suitedash.com/article/540-files-file-attachments


File Attachments – Download as ZIP Option

  • In all areas of the platform, when you attach files to an Estimate, Invoice, Proposal, Document, Message, etc., we’ve added a super-convenient option that makes life easier for your Prospects & Clients.
  • If more than 5 files are attached to an entity (Estimate, Invoice, Proposal, Document, Message, etc.), the platform will automatically generate a ZIP file of all the attached files and offer that ZIP as an additional attachment to make life easier for the recipient.
  • So, instead of needing to download each file individually, your recipient(s) will be able to easily download the single ZIP file and then extract it to access all the files inside one nicely organized folder.
  • Coming soon: this ZIP file functionality applied also to the email notification attachments.

Documentation: https://help.suitedash.com/article/540-files-file-attachments


Content / Embed Steps available in FLOWs

  • FLOWs are one of the most versatile and powerful tools available in the platform, and now they offer you even more flexibility in how you use them.
  • You’ll now find the option to add a “Content / Embed” Step to a FLOW, which opens up the option for you to include an instructional or demonstration content step. You’re able to format content using the WYSIWYG editor, HTML, images.
  • This improvement also opens the door to embedding video, 3rd party charts, dashboards, etc. Imagine inserting a step like this that is used to carefully explain where the Prospect/Client is in the process, and what they can expect in the upcoming steps. Great experience!
  • And to top it all off, a full range of Dynamic Data Placeholders are available to help you customize your automated workflows with powerful Custom Fields.

Documentation: https://help.suitedash.com/article/384-automations-flows


Subtext Option in all Form Fields

  • As you are building your Forms, there are times when you want to provide some additional information or instructional content to help clarify a particular question or prompt.
  • Now, you have the option of including some “Subtext” content that will show directly beneath the question/prompt.
  • This addition helps you build rich forms that users are able to easily understand.
  • This feature also opens up more possibilities for our Template Team, which is busy creating Form Templates that are available to you in the Template Library – be sure to check out the new Form Templates by navigating to the Template Library and filtering the selections by “Form Templates”

Documentation: https://help.suitedash.com/article/432-forms-overview, https://help.suitedash.com/article/536-forms-form-templates


Option to completely hide Work Request Items selection area

  • A great many SuiteMates are using Work Requests as a way to begin a work or project with their existing Clients, but some use cases were outside the existing functionality.
  • Now, when you are using the “FREE-FORM” option, you have the ability to completely remove the option for the Target to create Work Request items, which means the Target sees only the default Work Request form fields and the custom Work Request fields you’ve created for them.
  • Being able to present a clean form like this really reduces friction and helps you get more business in the pipeline without unnecessary confusion or complexity.
  • 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/77-work-requests-overview


Improved Options for Portal Page Management Access

  • Portal Pages are a key foundation for building out Portals, Intranets, Wikis, Knowledge Bases, etc., but the ability to manage/edit Portal Pages was limited to only a few Roles.
  • You’ll now find that you can specify which Roles, Teams or even Individual Staff users are able to Manage/Edit Portal Pages.
  • This powerful addition means that one or more of your Staff members can be assigned access to Manage/Edit Portal Pages, while at the same time restricting those who were not specifically assigned.
  • 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/53-creating-a-portal-page


Notification when Client adds a credit card to Vault

  • For those of you who are enjoying the PLUS Bundle Power-Up, we’ve made a nice new addition to the Vault functionality.
  • Credit Card Vaulting allows you to securely “vault” your Contact’s credit cards using reliable enterprise-level technologies paired with military-grade PGP encryption. You can then easily and securely retrieve the complete credit card number, expiration date, and security code.
  • As part of this functionality, you can send a request to Clients that will let them click a link and add their credit card information to the Vault.
  • We’ve added an email notification that is sent when a Client adds a credit card to the Vault, and that notification is sent to all the users specified by you in the Vault settings.
  • 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/478-credit-card-vaulting


Ability to Send Invites to Known Targets via Kickoff Forms

  • Kickoff Forms are an insanely powerful way to start a Target through a workflow. You are able to define a unique experience for both Known and Unknown Targets.
  • This new addition solves a previously uncovered scenario in which a Known Target could be in “Not Invited” status, but there was not an option to trigger that Portal Access Invitation. That scenario is now covered.
  • For “Known Targets” the “Send Portal Access Invitation” option will only apply to Known Targets who are in “Not Invited” status, which means they have been added to the CRM, but have not yet been sent the Portal Access Invitation. For Known Targets who were already Invited to the Portal, nothing will be sent.
  • 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/84-using-kickoff-forms


Archive for Notice Announcements

  • If you’ve been with SuiteDash for any amount of time, you’ll know that the “New Feature” Notice Announcements just keep on coming! This is a great thing, but sometimes you close a Notice to get it out of your way, and then realize that maybe you wanted to read it?!
  • This is where the new Archive for Notice Announcements comes in! Simply navigate to the Manage Account area, and look for the “Archived Notices” tab.
  • Now you can review all the Notice Announcements at any time to be sure you’re completely caught up with the latest features, improvements and announcements.
  • 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/collection/177-account

June 7th, 2022 Live

VIP Bundle Power-Up

  • We’re excited to introduce the VIP Bundle Power-Up, which will give you exclusive access to the highest level of support, advice & interactive cooperation.
  • LIVE Support Sessions: You’ll have the ability to run your questions by a SuiteDash expert in a LIVE group session! VIPs will have an additional menu in their Manage Account area that will display the schedule of upcoming LIVE Support Sessions. Simply click the link to join at the appropriate time, and you’ll enter the Zoom meeting where a SENSEI Certified Agency Partner will be available to answer questions and guide the discussion.
  • PRIVATE Discord Access: Introducing the “VIP Suite” – a private Discord community server for VIPs only. Not only will you have real-time communications with other VIP SuiteMates, but you’ll also have the opportunity to interact with the SuiteDash Team, SuiteDash Wizards and SENSEI Agency Partners. The VIP Suite will be home to a variety of LIVE Sessions, AMAs & other interactive Community events!
  • PRIORITY Support: We are honored by the many comments & reviews that go out of their way to compliment our Help Team and the quality of their support. Priority Support takes that already high level to an even higher level. As a VIP, your support requests will be tagged appropriately and be prioritized so that your questions will be answered as soon as possible.

Documentation: https://help.suitedash.com/article/475-power-ups


Redesigned Contact Dashboard

  • The goal of the Contact Dashboard has always been to give you the ability to perform a wide range of routine tasks without needing to navigate to other parts of the platform – and this redesign takes us even closer to that goal.
  • A more modern and modular design, you’ll find that commonly used functionality is well organized, closer at hand, and mobile friendly.
  • This redesign sets the stage for introducing even more functionality into the Contact Dashboard. We plan to continue iterating and refining the design and options over the coming months. Suggestions are welcomed!
  • BOLO for Form Submissions, Forms Staff Submit, Secure Messaging, Email Integration & more!

Documentation: https://help.suitedash.com/article/538-crm-dashboard


Kickoff Forms – Individual Portal Onboarding Templates

  • Many SuiteMates have multiple Kickoff Forms and onboarding paths, each one unique to a specific product or service. Now you can welcome your prospective Clients into your Portal in a way that is specific to that particular onboarding path.
  • Until now, there was only one Email Template available for onboarding Contacts, so it was not possible to configure an Onboarding Template that was uniquely worded for each particular onboarding path.
  • 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.
  • The default Portal Access Invitation will still be used unless you specify a unique Template from within the individual Kickoff Form settings.
  • Look for the configuration settings in the SideSlide navigation.

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


Forms – CRM Company Custom Fields

  • CRM Company Custom Fields have always existed, but this addition really takes their usability to the next level. Now, you have the ability to collect information about the Target’s Company using Kickoff and Update Forms.
  • This change enables you to more easily keep Company information and Contact information completely separate and organize your CRM more around the Companies that you work with.
  • Coming Soon: CRM Company Dashboard which will serve as an organizational hub for the Companies you work with. Not only will you have a well organized view of Company data and associated Contacts, but you’ll also be able to perform a wide range of common tasks related to each Company and Quick-Switch between them.

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


No-Code Automation Opportunities for LMS Product, Course & Lessons

  • A powerful addition to LMS! Now you can attach No-Code Automations to the completion of a Product, Course or Lesson!
  • This opens up HUGE opportunities to reward or incentivize your Participants for making progress along the path you’ve designed for them. (combine with Custom Field Calculations to create a gamification style LMS experience!)
  • You’ll find unique No-Code Automations available for Contacts & Staff – each has unique needs. Most of the No-Code Automations options apply to the Contact side, but we’ll be moving in the future to add even more “HR style” functionality for your hiring and staffing needs, and thus more No-Code Automations for Staff will follow

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


Appointments Types : Customized Color and Avatar

  • If you are working with multiple Appointment Types, it can be difficult to differentiate them on your SuiteDash Calendar. But, this new addition gives you the option of assigning a unique color to each Appointment Type, which will make it much easier to visually see the different types on your Calendar.
  • Also, in the case that you wanted to create unique “logos” or avatars for each of your Appointment Types, you can now do that. This unique logo will replace your default Profile avatar that currently shows when Contacts are booking an Appointment.
  • 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


Automations : Calculations for DATE type Custom Fields

  • Custom Field Calculations have now come to DATE type Custom Fields!
  • 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 “Date” type Custom Field, you are able to apply simple addition & subtraction math in the following format: [[current_value]] + xx ~OR~ [[current_value]] – xx
  • Works with years (1y), months (1m), weeks (1w) and days (1d) – As an example, to add 1 year to the current value stored in the Custom Field, enter: [[current_value]] + 1y
  • Want an example? Imagine that you have a renewal date established with your Client, but for that renewal date to be extended, you need them to complete a Form, sign a Document and pay an Invoice. With this new option, you can design a workflow that lead them through the process, and then when the final requirement is satisfied, you can use the No-Code Automations to extend their renewal date by 1 year (by changing the value of that Custom Field)

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


Block Builder : Forms Staff Submit Option

  • 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 use our “Staff Submit” option for the Form of your choice.
  • This is quite useful if you wanted to create a Staff Dashboard for a specific Team that had a series of buttons, each one directly linked to the Staff Submit option for the Form you specify. This is a very powerful way to provide convenient and secure access for your Staff to access the Staff Submit option for Forms, but without granting them access to every single Form from the admin side.
  • 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/455-block-editor-block-types


Archive & Delete for Work Requests

  • Now when you have converted or otherwise finished with your Work Requests, you can choose to Archive them or Delete them, which will help you keep your Work Requests list clean so that you can clearly focus on what remains to be processed.
  • If you make a mistake, you can easily Restore the Work Request using the Options provided in the Projects > Archive > Work Requests tab.
  • 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/77-work-requests-overview


Circles – One-Click option to “Remove All” from Circle

  • In some cases, your build strategy may require that you remove all the Contacts from a Circle to “reset” the experience. Or, maybe you need to quickly withdraw access to the resources that are granted by a Circle affiliation.
  • Until now, you would need to manually remove the Contacts one-by-one, which could be very painful if the Circle has hundreds of Contacts.
  • Now, you have the option of completely removing all Contacts from a Circle with just one click! Just look for the “Unassign All” button in the Manage Circle panel.
  • 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/44-circles-how-they-work


Portal Page Quick-Switcher

  • Want to move quickly from one Portal Page to another while making your changes? Quick-Switcher to the rescue! You can now move directly from one Portal Page to another without any extra clicks
  • 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/53-creating-a-portal-page


FLOWS : New Layout & Quick-Switcher

  • You’ll notice in FLOWs that the layout has been improved and synchronized with other parts of the platform. Important actions are easily available in the SideSlide navigation.
  • Additionally you can now Quick-Switch between FLOWs!

Documentation: https://help.suitedash.com/article/384-automations-flows

May 20th, 2022 Live

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

May 6th, 2022 Live

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

April 29th, 2022 Live

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

April 1st, 2022 Live

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

March 25th, 2022 Live

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

March 18th, 2022 Live

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

March 11th, 2022 Live

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

February 28th, 2022 Live

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

February 25th, 2022 Live

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

February 18th, 2022 Live

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

February 11th, 2022 Live

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

January 28th, 2022 Live

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

January 21st, 2022 Live

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

January 14th, 2022 Live

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

December 31st, 2021 Live

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

December 3rd, 2021 Live

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.
November 26th, 2021 Live

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.
November 19th, 2021 Live

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.
November 5th, 2021 Live

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

Oct 22nd, 2021 Live

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

Oct 15th, 2021 Live

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

Oct 1st, 2021 Live

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.
Sep 17th, 2021 Live

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).
Aug 6th, 2021 Live

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

Jul 30th, 2021 Live

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

Jul 16th, 2021 Live

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

Jun 18th, 2021 Live

Bank Transfer Payments via Stripe ACH

  • We’re offering a new way for your Clients to pay with ACH Bank Transfer in SuiteDash! ACH (Automated Clearing House) is a popular, convenient & low-cost method of bank-to-bank payment in the US.
  • This payment method can be used in all the same scenarios where credit cards can be used – Invoices, Stored Payment Information, Paid Portal Access, etc. It can even be used with Subscription Payments, as long as the subscription has an interval of a month or higher.
  • This feature is available via Stripe in its own Payment Gateway, “Stripe ACH”. If you already use Stripe and you are using a US-based bank account, you can get started immediately with Stripe ACH by inputting the same keys you are using for your standard Stripe Gateway!

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


Preview/Edit Contract before sending

  • Generating a Contract has undergone a thoughtful makeover encompassing several improvements and new features.
  • You can now preview a Contract before it is sent, as well as enter an “edit mode”, allowing you to edit the Contract exactly as you would while creating a Contract Template. These changes won’t be saved to the Contract Template, and will only be applied to the Contract that you are generating at that moment, so tailoring it to specific users has become much easier.
  • Before generating the Contract, you’ll also get a chance to edit the content of the notification email that will be sent to the user(s) without having to navigate away from the screen.

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


Manage Account Refresh + New Lifetime Plans

  • Managing your SuiteDash account is now easier than ever! Head on over to Flyout Menu > Manage Account to enjoy the new experience.
  • Account management is now organized into tabs you can click on the left side of the screen. You can quickly and easily access an overview of your account, upgrade/downgrade your Plan, and see a history of your invoices.
  • The Plans view now has a handy quick-switcher to easily switch between Monthly, Yearly, and the new Lifetime Plans. That’s right – we’re offering LIFETIME pricing for Start, Thrive, and Pinnacle!

Documentation: https://help.suitedash.com/article/183-viewing-your-subscription-details


Preview CRM Update Forms as Contacts

  • Previously, when building your Portal Pages, CRM Update Form placeholders did not generate the actual form while previewing the Portal Page as a Contact.
  • Now, after you’ve added the Placeholder for a CRM Update Form, you can click the “Preview” tab to the right of the screen, then select a Prospect or Client from the dropdown menu. The form will display on the Portal Page exactly as the chosen Contact will see it.
  • This will save you time as you will no longer be required to Impersonate the Prospect or Client to see exactly how the form will appear to each individual user.

Documentation: https://help.suitedash.com/article/53-creating-a-portal-page


Additional Options for Custom Logo in Email Branding

  • In response to requests from the SuiteDash Community, we gave you even more customization options around Email Branding.
  • To give you even more control of your branding in notification emails, we’ve added additional customization options for your company logo.
  • Now you can choose to align your logo to the left, right, or center of the email. Or, you can hide it altogether if you would rather not include a company logo in your notification emails.

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


Changes to Portal Access Invitation

  • We’ve made a change to the Portal Access Invitation process in response to feedback from the SuiteDash Community.
  • When manually creating a Contact, the check box for sending the Portal Access Invitation email will now default to “unchecked”. Since sending an Invitation cannot be reversed, this will help prevent accidental invites when they were not intended.
  • Even better, the platform will remember your previous selection the next time you manually create a Contact!

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


Separate Portal Access Invitation for Contacts & Staff

  • We’ve separated the Portal Access Invitation email into two different email templates – one for Contacts and one for Staff.
  • The default Email Template for this Invitation was generic enough to be used for both, but we want to give you the power to customize the contents of this email to its fullest extent. Some businesses prefer to use different wording when recruiting internals as opposed to externals, so this can now be done.
  • You’ll find both versions in Flyout Menu > Email Templates in the “Account & Messaging” section.
  • In addition, we’ve also implemented the ability to add the new user’s first name and full name as a Placeholder in the emails.

Documentation: https://help.suitedash.com/article/53-creating-a-portal-page

May 21st, 2021 Live

Sign Contracts as non-logged/guest user

  • We heard you ask for the ability to bypass our security requirement that only logged users can sign Contracts. Some of you wanted the ability for you and your users to sign a Contract without having to log in, and yes, now you have the flexibility to choose whether or not to enable this feature.
  • In Billing > Settings > Contract, you’ll see a new option to allow Contracts to be signed without the requirement to log in. If enabled, when your Contract is finalized, your Contact will receive a special link directly to the Contract. They can sign the Contract as normal, and all of the same features as a “standard in-platform” Contract will be applied (updated status, audit trail, etc.,). If a Staff Member is also required to sign the Contract, they will also not be required to log in.
  • You can configure additional security settings, such as limiting the number of times a user can click the link to the Contract before it expires. Or you can set the link to expire after a certain number of days, or a combination of the both settings.
  • In addition, you’ll be given a “Copy Contract Link” option for the Open Contract in the “Options” dropdown menu. You can copy this link and send it to your user directly by Secure Messaging, or a method outside of the platform (such as email or text).

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


Content Block Editor in Contract Templates

  • Would you believe that building a Contract Template can actually be exciting? Now that you can build one using our Content Block Editor, the possibilities are endless!
  • Use the intuitive Content Block Editor that you know and love from Portal Pages. Quickly and easily create attractive content with Blocks, Rows & Columns. There’s no rule that Contracts have to be a wall of text.
  • Using the “Circles” Access Option, you can create Blocks that will only generate for specific Contacts. An example of how you can utilize this feature is if you have multiple legal disclaimers that only apply to Contacts in specific States. You can place the “state specific” disclaimer in a single Block, then set the visibility of that Block to only appear to whom it applies to. And you can do that with multiple blocks, thus enabling a dynamic Contract that adjusts to the Circle affiliation(s) of the signers.
  • Signature and Signing Data placeholders (fillable fields for eSigning) have been incorporated into Dynamic Data Placeholders, and are color-coded for easy identification. Adding a Signer is now just as easy as adding a Placeholder.
  • Coming Soon is the ability to preview and edit Contracts before they are generated/sent.

Documentation: https://help.suitedash.com/article/49-creating-a-new-contract-template


New Design for the CRM Options Menu

  • With so many features being added, the “Options” dropdown menu in the CRM > Contacts list was getting a little crowded. So, we’ve implemented a complete redesign of this menu.
  • This CRM menu has a structure similar to the Flyout Menu, with sections separated into columns to quickly find what you are looking for. It also features convenient icons at the top to help streamline common/helpful tasks such as: Quickly copy the link to the Contact’s Dashboard, Edit the Contact’s info, Claim the Contact (if viewed as a Salesperson Role), send them a Secure Message, or Impersonate them.
  • We’ve ensured that the user-friendliness of this menu has been carried over to mobile devices as well, with a few tweaks to make it just as easy to use as in the desktop view.
  • We’re eager to hear your feedback on this menu style, and want to know if we should look for other areas to implement this style of “Easy Nav”.

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


My Billing Dashboard ability to hide + improvements

  • We’ve heard your feedback regarding the My Billing Dashboard feature, and in response we’ve made two important changes.
  • Now in Billing > Settings > Invoices, you will have the option to show or hide the Billing Dashboard. In addition, if it is enabled, billing items (Estimates, Invoices, and Proposals) will only be shown if the Client has at least one assigned.
  • Different business have different workflows. If your business does not send Estimates, for example, that section will not be shown on the My Billing Dashboard to avoid confusion by your Clients. Or if you don’t need a Billing Dashboard at all, you can disable it altogether.

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

Apr 30th, 2021 Live

File Transfer is here!

  • Introducing File Transfer, your hassle-free, super-professional solution to sending large and/or sensitive documents to anyone in the world, not just those in your account!
  • File Transfer lets you send a file or set of files to someone via a secure download link that DOES NOT require that person to login or be a user in your account. You can add layers of security to the file(s) with password protection, a limited number of downloads, and even a link expiration after a certain time frame.
  • This transfer takes place outside of the platform, and the recipient doesn’t even need an account for access. Clicking the link brings them to a fully-branded download interface where they can access the file. It’s that simple!
  • You’ll see the new “Transfer Files” button at the top of the screen when you navigate to the “Files” menu.

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

Video: https://www.youtube.com/watch?v=_5FU1GTajt8


Portal Page UI Changes & New Styling Options

  • We’re giving you the power to take control of your Portal Pages with exciting new styling options and an improved, more compact UI.
  • While editing a Portal Page, you’ll see several tabs located to the right of the screen. You can use these tabs to quickly save your Page, enter “Preview Mode”, customize the Page, configure notification settings, and load a Portal Page Template to apply.
  • New styling options include changing the color of your Primary Background and Content Card, hiding or customizing the Page Title Bar (the ribbon of text that shows up in your browser window or tab), adding your own image as the background, choosing from a set of pattern/texture overlays to apply to the background, and more.

Documentation: https://help.suitedash.com/article/53-creating-a-portal-page


Associate Company Custom Fields with Contacts during Import

  • While importing Contacts via a CSV file, you’ve only been able to import Contact Custom Fields. You can now import Company Custom Fields as well!
  • During Import when you map the “Company” field, a new section will automatically appear with any Company Custom Fields you have created, so that you can map those too while at the same time associating those values with the Contacts of your choice.

Documentation: https://help.suitedash.com/article/66-importing-your-contacts

Apr 23rd, 2021 Live

Timers now allow even more flexibility & power

  • Timers can now be used freely without designating any association with a resource such as a Project or Task.
  • Now when you create a new Timer, it is unassigned by default. Or, you can choose to assign it to a resource (Client, Project, or Task). You can edit the Timer and assign or unassign it at any time.
  • While adding the Timer to an Invoice, the available options for conversion will be filtered by whatever type of resource you assign (or lack thereof).
  • Timers are still currently in the “Projects” module, however, they will be relocated outside of this module in a future update.
  • Quickly create a new Timer by clicking the “Quick Add” plus button beside your company logo and selecting “Timers”.

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


Restore your account Translations to Default

  • Sometimes the changes you make in Translations don’t go as planned or your plans change. In these cases, it’s possible you’d be better off wiping it clean to start over. We’ve added the ability to do just that.
  • We’ve added a “Reset to Default” button in Translations. This will restore your Translation set to the default, out-of-the-box configuration just as if your account were brand new.
  • Be absolutely sure that you want to revert your Translations to default, as this cannot be undone. Future updates will include the ability to export your Translations, so that you can have a backup of your progress.

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


Resellers can now force update Translations in existing Reseller Child accounts

  • An extension to our previous update, which enabled you to transfer your current Translations to a new Reseller Child as part of the new Reseller Child account creation process. Now you can copy/overwrite the Translations for existing Reseller Child accounts.
  • At any time, you can copy over your configured Translations to the Child account, overwriting any previous data.
  • You can find this feature in the “Options” dropdown menu for each Child account in your Reseller Dashboard.

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


Download PDF of Proposal before it’s signed

  • In response to feedback from the Community, we have made a convenient improvement to Proposals regarding the PDF download.
  • The PDF download button is now available before signing the Proposal. One example where this would be useful is in the event that the Contact would like to print the Proposal before signing to take to meetings or hand to their boss.

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

Apr 16th, 2021 Live

Ability to set Styling & Circle Visibility per Row

  • The Content Block Editor has received another upgrade. Styling Options (Padding, Margin, etc. ) that you can apply to all Blocks, is now available for entire Rows in the Content Block Editor.
  • Apply border styles, choose your own colors, and even add your own custom CSS classes to style the Row to your liking. This is independent of any styling or classes you have applied to the Blocks in that Row.
  • You can also now set the visibility of an entire Row based on Circle affiliation. Want to display the same Page to lots of Clients, but show/hide certain rows of the Page based on their Circle? Now you have that power!

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


Translations added to Reseller Profiles

  • Resellers rejoice! You can now apply your configured Translations to your Child accounts as they are being created using Reseller Profiles.
  • There’s no need to manually build the Translations for your Child accounts separately. Now when applying a Reseller Profile, you can automatically copy over the Translations from your main account

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


Data Placeholders in the default Project Dashboard settings

  • You can now use Dynamic Data Placeholders in your default “Welcome Message” for the Project Dashboard. This will make it easier to create a standard, but still personalized Project Dashboard experience for your Clients.
  • You can find these Settings in Projects > Settings > Project Dashboard Settings.

Documentation: https://help.suitedash.com/article/120-project-dashboard


Changes to Custom Fields in Contact Dashboard

  • We’ve made the CRM Dashboard cleaner with a change to how Custom Fields are displayed. What shows in the list will now be the value entered into the “Field Name” field instead of the “Description” field while creating the Custom Field.
  • “Field Name” is intended to be more of a reference name, so it will typically be much shorter, and therefore provide a cleaner look in the CRM Dashboard.
  • The “Field Name” is still only visible to Staff and cannot be seen by the Client, even from their Profile.

Documentation: https://help.suitedash.com/article/460-crm-dashboard

Apr 9th, 2021 Live

Create Pop-Up Notices for your Staff and/or Clients

  • Maybe you’ve seen the Notices that appear in your Super Admin account informing you of new features, etc.,? Well, now you can create your own Notices for the users in your account!
  • Create your Pop-Up Notice and assign it to individual Contacts and/or Circles, Staff and/or Teams, or you can choose to just assign by Role.
  • Useful for important messages such as seasonal information, current promotions, or some new options available to your customers.
  • Customize your Pop-Up Notice by choosing the colors of your background, text, and border. You can add hyperlinks and format your text, and choose how many times the Pop-Up Notice will appear.

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


Payment Gateways Redesign

  • We’ve redesigned our Billing Gateway page to make it cleaner, more user-friendly, and more powerful.
  • Each Billing Gateway now has its own “card”, in which you can click to configure. Each Gateway is labeled to indicate what types of payments it supports, with the current options being “One-Time” and “Subscriptions”.
  • If you have more than one Gateway configured, then you can specify one of them as your Preferred Gateway. The Preferred Gateway will be used to store payment information in any case where a Gateway is not directly specified.
  • To the left of the screen, we’ve added a search bar and filtering options. This redesign lays the groundwork for adding new Payment Gateways, as well as filters for supported payment sources (such as ACH/Bank Transfer) and payment types (one-time payments or subscription payments).

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


Generate Contracts Action in more places

  • Based on feedback from the Community, we’ve further extended the options available in the Trigger/Actions functionality (Pinnacle only).
  • The “Generate Contract” Action has been added to more areas in the platform: FLOWs, CRM Update Forms, Projects, and Project Phases.

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


Improvements to Impersonate Quick-Switching

  • Based on feedback from the Community, we’ve made a slight change to the process of switching to other users while Impersonating.
  • If you Impersonate through a Contact’s profile and switch to a different user during that Impersonate session, when you log out, you will be directed to the most recently Impersonated Contact’s profile.
Apr 2nd, 2021 Live

My Billing Dashboard for Clients

  • Introducing the My Billing Dashboard – your Client’s go-to place to view anything and everything related to their Subscriptions, Invoices, Proposals & Estimates!
  • Your Client can see an at-a-glance summary of their current Subscriptions, outstanding Invoices, and current Estimates & Proposals that need approving. They can also interact with all of these (pay Invoices, modify Subscriptions, approve Estimates/Proposals) right from the Dashboard.
  • Your Client can also easily add new stored payment information, change payment methods for their Subscriptions, or remove stored payment information.
  • Clients can access their My Billing Dashboard by navigating to Billing > Invoices, and clicking the “My Billing” tab in the top navigation menu bar.
  • Future iterations will include ability to manage ACH Bank Accounts, a “credits” feature, and an “account balance’ feature, so stay tuned!

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


Start Page for Staff

  • You can now assign a Start Page to an internal member of your team.
  • The Start Page is what your user will see when they first log into the platform. By default, this is the Dashboard – but by creating a Start Page, you can create your own custom dashboard instead.
  • Coming soon: Dynamic Placeholders for your Staff, so that you can create custom dynamic dashboards that will adapt to the currently logged in Staff member.

Documentation: https://help.suitedash.com/article/215-pages-assigning-a-start-page


Subscription Plans available in Estimates

  • It is now possible to include Subscription Plans in your Estimates! This was previously only possible with Invoices and Invoice Profiles.
  • While creating an Estimate, you will see the “Subscription Plans” section in which you can select a Subscription Plan from the dropdown menu to add.

Documentation: https://help.suitedash.com/article/88-invoices-subscription-payments


On-Boarding FLOW for Imported Contacts

  • An On-Boarding FLOW can now be assigned to Contacts that are imported via a CSV file.
  • To utilize this feature, you should first upload a CSV file in the required format. After uploading, you can choose an On-Boarding FLOW to assign to all imported Contacts (as Prospects or Clients) in the “Roles & Automations” section.

Documentation: https://help.suitedash.com/article/384-automations-flows


Invoices : Origin Source made easier

  • We’ve improved the Invoice list, making it easier to identify and keep track of how your Invoices were created.
  • In Billing > Invoices, you’ll see icons beside the Invoice Numbers, labeling the origin of each Invoice. You can hover your cursor over these icons to identify the icon type (manually created, generated from an Invoice Profile, converted from a Work Request, etc.).
Mar 19th, 2021 Live

Portal Pages & Knowledge Base Pages have been merged

  • We’ve officially merged Knowledge Base Pages into Portal Pages. That’s right, “Knowledge Base” no longer exists in the menu – instead, any of these you have created have been converted into Portal Pages.
  • Now Portal Pages can be assigned to both Internal & External Roles, which means both your Prospects/Clients and your Staff Members can be assigned to Portal Pages.
  • Coming Soon: Start Page functionality for Staff.

Documentation: https://help.suitedash.com/article/53-creating-a-portal-page


Portal Page Templates / Template Library

  • Speaking of Portal Page improvements, we are also introducing Portal Page Templates! You can save an existing Portal Page content/layout into a Template, and then easily apply that Template as needed while creating or editing Portal Pages.
  • In addition to saving Portal Page Templates in your account, you can also contribute a Template you’re proud of to the Template Library, which will share it with the entire Community!
  • This first iteration saves the entire content of a Portal Page as a whole entity. Future iterations will include the ability to save individual Blocks as Templates, and then be able to load those individually while building a Portal Page.

Documentation: https://help.suitedash.com/article/461-portal-page-templates


Set Project Dashboard as Start Page for Clients

  • You can now assign a Project Dashboard as the Start Page for Clients.
  • The Start Page is basically the Client’s “first view”, which they are directed to immediately after logging in. With this update, your Client can log in and see the details of their assigned Project straight away, without having to navigate to it through the menu.
  • You can enable this feature in the individual Project Settings, by clicking the “Settings” tab while viewing a Project.

Documentation: https://help.suitedash.com/article/215-pages-assigning-a-start-page


Avatar option in Image Block

  • In a previous update, we added the ability to display a custom dynamic image to your Contacts (Square Logo, Landscape Logo, and Header Image) with the Content Block Editor. Now we’ve added an option to display the avatar for the Contact or Company.
  • You can choose to display the avatar for the currently logged-in Contact, or the avatar that is set for their associated Company.
  • While creating a Single Image Block, choose “CRM Contact Custom Image” or “CRM Company Custom Image” as Image Type to see the new option.

Documentation: https://help.suitedash.com/article/459-dynamic-image-placeholders


Enhanced Impersonate Mode

  • We’ve added a new feature to our “Impersonate” functionality – the ability to quickly switch between users.
  • You can use the Quick Switcher at the top of the screen to select a different user Impersonate. When switching, you will stay on the current page. (If the selected user does not have access to that page, you will be redirected to the Dashboard.)
  • While Impersonating a Contact, you will be limited to switching between Client and Prospect Roles. While Impersonating a Staff Member, you will be limited to switching between internal Roles.

Documentation: https://help.suitedash.com/article/325-crm-impersonate-your-prospects-clients-staff


Improvements to Bulk Assigning Circles

  • Circles management has received a boost in speed and efficiency, especially when dealing with a larger number of Contacts.
  • When managing a Circle, clicking the “Bulk Assign/Unassign” button will display all Contacts, with Contacts currently assigned to that Circle at the top. You can now click on each Contact to quickly add/remove them from the Circle, with no “Are you Sure?” prompts slowing you down. Instead, it acts as a “highlighting” system in which you turn each Contact on or off.
  • In addition, while viewing your Circles list, you can click a “Show More” button to open a modal displaying all assigned Contacts without having to enter the “Managing Circle” screen.

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

Mar 5th, 2021 Live

Ability to Store Payment Information

  • Give your Prospects and Clients the convenient option of securely storing their payment information on file with you. At the same time they are giving their consent for your organization to process future Invoices using that payment information. This data is stored by a third-party payment processor and is protected, so that no Staff Member can access it.
  • You can easily send a payment information request via email, which links to a branded page with customizable language to collect their credit card information. The Contact doesn’t even need to be logged in.
  • If authorized by the Contact, you can also add the payment information on the admin-side. Once entered, it will be protected and not accessible by any user.

Documentation: https://help.suitedash.com/article/458-stored-payment-information


Dynamic Image Placeholders for Contacts and Companies

  • We’ve powered up the Single Image Block in our Content Block Builder, so that it can reference new “Dynamic Image Placeholders”. These are special customized fields for each Contact or Company, in which you can upload a unique logo or header/banner for each.
  • Utilizing this feature, we’ve made it easier than ever to build your own custom dashboards and pages for your Contacts. Just set the Image Block to dynamically display the appropriate “Dynamic Image Placeholder”, and it will automatically show the correct logo depending on which Contact is logged in!
  • You’ll see the three new image fields (Logo Landscape, Logo Square, and Header Image) in the “Edit” screen of a Contact or Company. (These fields are not available in the “Add/Create” modes in order to minimize the friction of adding new Contacts/Companies.)

Documentation: https://help.suitedash.com/article/459-dynamic-image-placeholders


Extended Button Block Options

  • The Button Block in our Content Block Builder has also been improved, now providing several areas within the platform to direct the user to when clicked. Instead of having to manually locate and provide the URL, you can simply select where you would like to go from the dropdown menu.
  • Configure the Button Block to direct the user to their History of Payments, Open Invoices, their “Shared with me” folder, etc. with the click of a button (just to name a few!)

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


New Action “Move Deal to Stage”

  • We have a new Trigger Action called “Move Deal to Stage”. When triggered, this will move a Deal from one Stage to another one that you specify.
  • This way you can automate the process of tracking your sales process, instead of manually having to update it. Implement this Action into the completion of an Update Form, the signing of a Proposal, etc.

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


New Action “Cancel Remaining Events”

  • We’ve also added a new Action called “Cancel Remaining Events”. When triggered, this will remove/cancel all remaining Events in an Event Template that has been assigned to a Contact.
  • For example: If you have an onboarding process in the form of an Event Template for a Prospect, but the Prospect becomes a Client and you no longer need those scheduled Events, this Action will clean those up for you.

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


Improvements to eSign Functionality

  • In response to feedback from the community, we’ve made the eSign functionality easier to use. There are now “Type” and “Sign” tabs, so you can choose how you would like to input your signature while signing. Either choose to type your signature with your keyboard, or draw it in with your cursor.
  • This change has been implemented for all areas in the platform that use the eSign module (Contracts, Proposals, and FLOWs Read & eSign Step).

Default Circles for All New Accounts

  • All newly-created accounts will have three Circles by default: “All Clients”, “All Prospects”, and “All Clients & Prospects”. They will already be configured to automatically add each new Prospect/Client to the appropriate Circle.
  • These aren’t specialized Circles, so you can edit them as you see fit, or can remove them form the platform entirely.
Feb 26th, 2021 Live

Template Library (beta)

  • Introducing the Template Library, a repository of templates designed to make getting started faster and easier. Not only will you find stock templates, but you’ll also be able to share your templates with the Community and use templates contributed by others.
  • At launch, there are pre-built templates for Contracts, Proposals, and Email Marketing Campaigns, with other template types on the way.
  • Care has been taken to protect your White Label branding. The Super Admin is provided granular options to hide references to the Library as a whole, or just specific elements such as “Stock” and “Community”.
  • To enable the Template Library, navigate to the Flyout Menu, select Platform Branding and scroll to the last section.

Documentation: https://help.suitedash.com/article/457-template-library


“Appointment” option + improvements to Button Block

  • The Button Block in our Content Block Editor has a special new feature. Instead of directing the user to another page when clicked, you can have the “Appointment Scheduling” widget pop up to allow the user to schedule an Appointment.
  • The user will not have to leave the current page. So if the user is on a Start Page being used as a Dashboard, they can schedule the Appointment right there without having to navigate away.
  • We’ve also simplified and improved the interface so that you can choose exactly which action you’d like to take when the button is clicked during configuration.

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


“Progress Arc” option added for Progress Bar Block

  • As another addition to our Content Block Editor, we’ve added a second type of Progress Bar in the Progress Bar Block, so you can choose which style suits you best!
  • You can choose between a “horizontal bar” for a classic look that fits well with horizontal layouts, or a circular “arc” which provides a more modern look and fits better in vertical / responsive layouts.

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


New Action “Send Portal Access Invitation Email”

  • Introducing the “Send Portal Access Invitation Email” Trigger/Action automation!
  • This Action will give you the option of automating when the Portal Access Invitation is sent, which then enables your Contact to activate their Portal access.
  • Using this Action, you can fully customize your workflow and eliminate the need to manually trigger the sending of this email.

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


Action Trigger for registering Prospect/Client

  • We can’t get enough automation, so we’ve added another useful Trigger to our Trigger/Action Automation feature.
  • You can now set up a chain of Actions to be triggered when a Prospect or Client first logs into the Portal.
  • Now you can add even more automation to your onboarding process!
  • You can find the controls for this functionality in Flyout Menu > Company Profile /Settings.

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


Assign Staff Members to an Event

  • Our “Event” functionality has been updated so that there is a specific Staff Member assigned to each Event.
  • Other Staff Members can be granted ‘visibility’ and can view the Event, but in this case the Event will not have an impact on their booking availability.
  • This paves the way for upcoming functionality, like the ability to block out Appointment availability-based on assigned Events, linked calendar events (Google Calendar, etc.), Group Events, and more.

Documentation: https://help.suitedash.com/article/90-events-getting-started


“Welcome Email” changed to “Portal Access Invitation”

  • We’ve modified the terminology “Welcome Email”. It has been officially changed to “Portal Access Invitation”.
  • This change clarifies the purpose of the email, and is in response to feedback from the SuiteDash Community.
Feb 19th, 2021 Live

New “Progress Bar” Block for the Content Block Editor

  • Available now for the Content Block Editor in Portal Pages.
  • Now you can display “progress” on a Portal Page in a beautiful way.
  • You can set the Progress Bar to display static data, or to really power up how it can be used, we’ve provided the ability for you to link the Progress Bar to the data associated with a specific Custom Field.
  • Using this dynamic data option, Progress Bars can be set to display the value associated with the currently logged in Prospect/Client, which means it can be used as a dynamic piece of the experiences you design.

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


New “Chart” Block for the Content Block Editor

  • Available now for the Content Block Editor in Portal Pages.
  • Currently, you can choose from the following chart types: Pie, Horizontal Bar, Vertical Bar, Doughnut & Polar Area.
  • You can set each of these types to display static data, or to really power up how it can be used, we’ve provided the ability for you to link the Charts to the data associated with a specific Custom Field(s).
  • Using this dynamic data option, Charts can be set to display the value(s) associated with the currently logged in Prospect/Client, which means it can be used as a dynamic piece of the experiences you design.

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


New “Set Custom Field Value” Action

  • Introducing the “Set Custom Field Value” Trigger/Action automation!
  • This Action gives you the power to change the value of one or more Custom Fields to a new/different value, and that new value will be applied to the assigned Contact(s).
  • This opens up a world of possibilities as you design your workflows by modifying a status or value associated with a Prospect or Client after they complete a step in your process.
  • As an example, you could combine this feature with the Progress Bar or Chart Blocks above to help create beautiful and functional dashboards for your Prospects/Clients.

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


“Name Prefix” field added for Contacts

  • You can now assign each of your Contacts an ‘honorific’ prefix. This is an honorary title such as Mr., Mrs., Prof., Dr., etc.
  • There is a new “Name Prefix” field when you add a Contact to your CRM whether it’s manually or by Intake Form. This prefix will show in the Contact’s Dashboard.
  • You are also able to use a Placeholder to represent the value of this field in all places where Dynamic Data Placeholders are currently available.
Feb 12th, 2021 Live

Recurring & Scheduled Project Creation

  • Project Profiles now have the option to “plan” when Projects will be automatically generated from the Project Profile configuration.
  • You can choose to generate the Project on a recurring schedule, on specific dates, or you can even pull the generation date from a Date Custom Field.
  • Useful in scenarios where you need to automatically generate a Project for a Client or Circle for a particular time of year (tax season), or on a recurring basis (quarterly bookkeeping).

Documentation: https://help.suitedash.com/article/250-projects-project-profiles


Hide the Discount Column in Invoices & Estimates

  • When there is no Discount included in the Invoice or Estimate, the “Discount” column will not show in the Prospect/Client view or PDF.
  • Not every business offers discounts, so this will avoid any confusion by your Clients.

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


Placeholders now available in all Email Actions

  • Some of the Email-type Actions/Automations had a limited number of Placeholders, and in some cases Placeholders were not available at all.
  • We’ve addressed this so that all Email-type Actions (“Send Email Notification”, “Send email to Contact(s)”, “Send email to Internal(s)”) have the full list of available Placeholders.

Improvements to Managing Circles on Mobile

  • It’s now easier to manage your Circles on a mobile device.
  • The layout is cleaner, and the “Included” and “Not Included” lists have been consolidated.
  • You are now able to easily add and remove Contacts from a Circle using add/remove icons, instead of the drag and drop interface used in desktop mode.

Disable Online Payments now allows Partial Payment

  • Initially, partial payments for Invoices was tied to the ability for your Client to pay online.
  • When “Disable Online Payments” was implemented, we neglected to realize that the partial payments “switch” was tied into that logic, and the result was that partial payments were not possible from the Admin side when recording an offline payment.
  • You can now allow and record partial payments in all cases.
Feb 5th, 2021 Live

New “Button Block” in Content Block Editor

  • The “Button Block” is the latest powerful addition to our Content Block Editor.
  • You can use this block to easily create custom buttons with simple styling options for configuring size, color, padding, borders, and more.
  • Powerful linking options allow a direct or relative URL, a selection of placeholder links, direct linking to other Portal Pages, and even the ability to create a new Portal Page and auto-link to it in the same action.
  • Creating/Linking new Portal Pages in one operation makes it super simple to create a network of Pages linked via easy to configure buttons.

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


Ability for Staff to create Appointments

  • Now Staff Members can create Appointments for Clients!
  • When a Staff Member has an Appointment Type configured and set to Active, they will see an “+Add Appointment” on their calendar.
  • We’ve also included the ability to allow Staff to add Appointments, but disable it for Contacts. You can find this new setting in Calendar > Settings > Appointment Settings.

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


Refinements to Notification Panel 2.0

  • Based on feedback from the Community, the Notification Panel has been reworked to be more intuitive.
  • Clicking on a Notification card will now direct you to the referenced item AND mark the item as read (bring up the Contract, direct you to the Message, etc.).
  • The “Unread” orange circle has been made larger and has an animation while hovering your cursor over it. Clicking this circle will mark the Notification as “Read” without navigating away.
  • You are able to “Mark as Unread” and “Pin/Unpin” the Notification from the “three dots” Options menu.

Documentation: https://help.suitedash.com/article/380-notification-center


Option to include physical address to Marketing emails

  • Depending on the country your business is based in, it may be legally required to include a physical address in the footer of emails that you send for marketing purposes.
  • You can now choose to include an address in the email footer of your Marketing Emails.
  • You can find the section to input the address in Marketing > Settings.

Documentation: https://help.suitedash.com/article/103-marketing-email-sending-settings


Changes & Additions to Invoice Reminder Emails

  • The “Payment Due Date Reminder” option can now be configured to send email notifications every day for a set number of occurrences.
  • A new “Due Date Approaching Reminder” option has also been added, in which you can choose how many days to send the reminder before the Due Date.
  • The contents of these reminder emails can be customized in Flyout Menu > Email Templates.

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

Jan 29th, 2021 Live

Salesperson Visibility

  • Until now, the Salesperson role had the ability to “claim” a Contact, but this capability was limited and the logic behind it needed enhancement.
  • We’ve now fine-tuned this feature and expanded the “Claim” options to include the ability to “Assign” to a Salesperson when a new Contact is added into the platform, via both the manual “Add Contact” form and CRM Intake Forms. Assigning will have the same results as if the Salesperson manually Claimed the Contact.
  • After a Salesperson “Claims” a Contact, that Contact will only be visible to that Salesperson and no other Salesperson. There is also the option of “Sharing” the Claimed Contact with additional Salespersons.
  • Since this feature is unique to the Salesperson Role, it does not affect the visibility of the Contact for other Roles. Salespersons can Claim an Unclaimed Contact themselves, or higher-level Roles can also choose to assign and unassign Contacts to Salespersons.

Documentation: https://help.suitedash.com/article/421-claiming-a-contact


Apply Actions Template from CRM Dashboard

  • You can now choose to trigger an Action Template directly from the Contact’s CRM Dashboard.
  • You’ll see a new button in the “Available Actions” section called “Trigger Actions Template”. From here you can select an existing Action Template from the dropdown menu.
  • This feature is the start of making Actions & Action Templates more readily accessible, without having to hunt them down in various areas of the platform. You can initiate the trigger yourself instead of a requirement being met (i.e. the customer paying an Invoice).
  • Need to change a Client’s Circle, move them to a new Email Marketing List & apply a Project Profile? Create an Actions Template for all these, and then easily execute them all in one stroke by applying that Actions Template.

Documentation: https://help.suitedash.com/article/437-automations-action-templates


Ability to disable Online Payments

  • When you check the “Do not offer Online Payments” box in Payment Settings, your Client will not see the “Pay Now” button on their Invoice.
  • This setting is useful in cases where you want the Client to mail a paper check or you want to employ some alternate method of payment.
  • This setting will be automatically enabled for new accounts and accounts that do not have any Payment Gateways set up.

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


“Remember Me” on Custom Login is now optional

  • The “Remember Me” option is now optional for your custom login page.
  • This option allows the user to stay logged in even after closing out the portal.
  • By default, a user can stay persistently logged in for only 24 hours, after which they will need to login again. If the “Remember Me” option is enabled, they will stay persistently logged in for 30 days unless they logout.
  • Enabling this option makes using the Portal more convenient for your users by not forcing them to re-login every day.
  • Disabling the option provides a more secure environment as it force logs out the user after 24 hours. This behavior is desirable for organizations looking to comply with applicable privacy frameworks, etc.

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


Refinements for “Reset Proposal” ability

  • When resetting an expired Proposal, you now have the option to edit it before resending.
  • This will put the Proposal into “Draft” status so that you may make changes to it before re-sending to the Prospect/Client.
  • You will still be able to immediately save the Proposal as “Open” if you do not need to make any changes.

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


Files now show File Size & “Last Modified Date”

  • Every file now displays its file size, as well as its last “Modified Date”.
  • If the file has never been modified, the “Upload Date” will show.
  • The displayed information also includes the time of upload/modification, and will be converted based on the user’s Timezone.
Jan 22nd, 2021 Live

Major upgrade to the Notification Panel

  • The Notification Center has a fresh new look with a more intuitive interface. Filter, Mark as Read/Unread, and Pin your Notifications with ease.
  • The new “Pin” features lets you pin important Notifications to the top of the list. We will later expand on this by automatically pinning Notifications such as assigned Contracts, Proposals, etc.
  • Overall cleaner and more modern appearance.

Documentation: https://help.suitedash.com/article/380-notification-center


Add Notes to Timers that will appear in Invoices

  • Timers now have a “Notes” option. This Note will automatically be entered as the Item Description when adding the Timer to an Invoice.
  • Add a Note at any time through the “Options” dropdown menu of a Timer. Or, you can add a Note while adding the Timer to an Invoice.
  • Very helpful when describing the details of the Task being tracked.

Documentation: https://help.suitedash.com/article/76-adding-completed-timers-to-invoices


“Embed Block” in Content Block Editor split into iFrame/Embed/Video

  • Our new “Embed Block” in the Content Block Editor has now been split into three different Blocks: “iFrame”, “Embed” and “Video”.
  • The iFrame Block is specifically to embed content using Inline Frames (a page within a page).
  • The Video Block is for embedding videos from YouTube and Vimeo.
  • The Embed Block is for general content, such as documents and interactive media.

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


Default Gateway for all Billing-related Profiles

  • You can now choose a default Payment Gateway while creating an Invoice Profile, Recurring Profile, or Accumulating Profile.
Jan 14th, 2021 Live

Based-On Date for Project Templates

  • When applying a Project Template to a Project or Project Profile, you can now specify the “Based on Date”.
  • Previously, Tasks and Phases generated from the Project Template were based on the “Creation Date” of the Project. Now you can specify a different date, which we call the “Based-On Date”.
  • You will find this new field below the dropdown menu to select your Project Template.
  • In addition, you can input negative numbers for the Relative Date (Tasks) & Start/End Intervals (Phases), to generate dates that are before the Based-On Date instead of after.
  • This improvement is very helpful for those who are planning Events/Projects around a date in the future.

Documentation: https://help.suitedash.com/article/68-project-templates


Designate a Custom Task Status when a Work Request is Converted

  • Previously, any Tasks created while converting a Work Request to a Project would be created with “Open” Status.
  • Now you have the option of setting the Tasks to be created in the Status of your choice.
  • You can find the new setting in Projects > Settings > Work Request Setup, in the first section.

Documentation: https://help.suitedash.com/article/77-work-requests-overview


Expired Proposals can now be reset

  • You can now reset a Proposal that has expired.
  • A new “Reset Proposal” option can be selected in the “Options” dropdown menu, which will prompt you to select a new “Valid Until” date. You can select the current date or any future date.
  • After providing the new “Valid Until” date, you can click the “Reset & Resend” button which will save the Proposal in “Open” status, and send an email notification to the Contact.
  • A future iteration will allow you to “Reset & Edit”, which would set the Proposal to Draft status and open the Proposal for editing. From there, you will be able to modify as needed, and resend when you are ready.

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


Limit visibility of Work Request Items to specific Circle(s)

  • Work Request Items can now be shown only to specific Circle(s).
  • While creating a Work Request Item (in Project > Settings > Work Request Items), you’ll see a new “Assign Circle(s)” option.
  • By default, every WR Item is permissioned to all Clients (who can create WRs). If you assign a Circle, only members of that Circle will be able to see that WR Item.
  • You can click the “Options” dropdown menu and select “Manage Availability” to change permissions on WR Items that have already been created.

Documentation: https://help.suitedash.com/article/77-work-requests-overview


New email notification options in Invoice Settings

  • In Billing > Settings > Invoice Settings, you’ll see two new options.
  • The first is the ability to send a “thank you” email notification to your Client after payment (toggle switch).
  • The second is the ability to enable or disable “Invoice Reminder” notifications. Initially you could only choose the number of days for this setting, but there is now a toggle switch to disable the reminders entirely.

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


Send email to Assigned Contacts for Intake Forms

  • While creating an Intake Form, you will see a new option in the “Send email notification” Action to send an email to the user filling out the form.
  • The toggle is located under the “To” field. It can be used regardless of the chosen Role and you can construct the email exactly as you’d like.

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


Video Block added to Content Block Editor

  • The new Video Block simplifies the process of embedding a video.
  • Just grab the video’s direct URL from the browser bar, and paste into the block settings.
  • This comes along with options for ‘Allow full screen’ and sizing, including the ability to set the video as fully responsive.

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


Circle Quick-Switcher

  • While viewing a Circle, you can now quickly switch to a different Circle in the same screen.
  • The switcher is located in the top left-hand corner of the screen (the name of the current Circle). Click to enable a dropdown menu, in which you can choose a different Circle.

Hamburger menu icon changed to dynamic arrow

  • The icon that shrinks and expands the main menu sidebar has been changed from a hamburger menu icon to a dynamic arrow. A sliding animation has also been implemented.
  • This icon remains a hamburger menu icon in mobile to match the different functionality.

One-Time Charges hidden on Invoice when not applicable

  • As an extension to the update regarding Subscription Charges, now the One-Time Charges subtotal will only appear on the Invoice when it includes a one-time charge.
Jan 7, 2021 Live

New Custom Field Type : URLs

  • The URL Custom Field Type was designed to allow for dynamically inserting a ‘source’ URL for things like iFrames, image paths, etc. This means that you’ll have even more power to show highly customized and unique content to Prospects/Clients.
  • Currently, the URL Custom Field Type is available for selection in the new Embed Block in the Content Block Editor. When configuring the settings of the Embed Block, you can designate a specific URL Custom Field value to serve as the ‘source’ URL of the embed.
  • We plan to implement this option in other areas of the platform, such as Custom Menus, the forthcoming “Button Block”, the Image Block, and more…

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


New Custom Field Type : Numbers

  • The Numbers Custom Field Type was designed to allow only numbers to be stored as a value.
  • We plan to implement this option in forthcoming “Chart Block”. The usage will allow you to set the ‘value’ of one of Chart variables to the value of this Custom Field.
  • The result will be that you can display a generic chart to Prospects/Clients, but the appearance/values shown by the chart will be dynamic based on which Prospect/Client is logged in and viewing the content.

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


Embed Block added to Content Block Editor

  • “Embed Block” added to the Content Block Editor, in which you can embed a variety of content.
  • You can paste your own embed URL from YouTube, Vimeo, etc., or you can select the iFrame option. In this case, the iFrame source you input will be automatically displayed in a responsive iFrame.

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


Many new Column options added to Content Block Editor

  • Many pre-built variations of column layouts are now available to give you even more flexibility in how you present your content.
  • Selecting the Row/Column configuration has also been made much easier by selecting from a set of icons, rather than choosing from a dropdown menu.

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


Ability to Pause/Resume Recurring Invoice Profiles

  • Now, you can pause a Recurring Invoice Profile.
  • When a paused Recurring Profile is resumed, you will be prompted to provide the date it will re-start.
  • The current date will be selected by default, but you are able to choose any date in the future, at which time the Profile will begin generating Invoices again based on the configured settings.

Documentation: https://help.suitedash.com/article/46-what-is-a-recurring-profile


“Create Invoice” button added to CRM Dashboard

  • There is now a shortcut to creating an Invoice while viewing a Contact’s Dashboard. A “Create Invoice” button will show in the Available Actions section.
  • Clicking this button will direct you to the Create Invoice page with that Contact already assigned
  • This option is also included in the “Quick Options” menu (“plus” icon to the top-right of the CRM Details View)

Online Payments migrated from Gateways

  • During the recent Billing Framework upgrade, we migrated all existing subscriptions, plans, etc., from the payment gateways.
  • Payments are now migrated also as a continuation of that upgrade.

Improvements in Authorize.net integration

  • When the Authorize Gateway is offered to pay Invoices, the Client will now be required to input their billing address during payment.
  • Authorize.net does have a mechanism to allow for payment submission without the billing address, but it’s difficult to configure, so this implementation will help reduce issues and make the use of Authorize.net easier out of the box.

Subscription Subtotals block hidden if no Subs on Invoice

  • If no Subscriptions are a part of the Invoice, the Subscription Subtotal summary block is now hidden on the Invoice.

New Date Format available

  • New date format is available for the platform, DD-MMM-YYYY (ex. 05-Jan-2021)
  • This date format is widely used in the Travel niche, and was requested by the Community
  • You can find this new option in Flyout Menu > Company Profile/Settings

Kanban “Move” button on mobile devices

  • Previously Kanban cards could not be moved on mobile as the drag and drop was difficult to utilize.
  • There is now a “Move” button when viewed on mobile, so that you can move the cards with just a tap of the finger.

Using Deals in mobile devices improved

  • You can more easily view Deals Pipleline views and interact with Deals in mobile devices.
Dec 31, 2020 Live

Dark Mode 2.0

  • More modern & smooth version of Dark Mode.
  • Designed with variables to enable a future iteration that will allow you to customize Dark Mode to fit your preferences
  • Easier on the eyes 🙂

Documentation: https://help.suitedash.com/article/454-dark-mode


Hide Kanban from Clients

  • Choose to hide the Kanban task view from Clients.
  • You can find the new “Kanban Settings” section in both Global and Individual Project Settings

Documentation: https://help.suitedash.com/article/78-project-settings


Ability to delete non-default Task Statuses

  • Previously, you could not delete a (non-default) Task Status if it was already in use.
  • Now you will be prompted to change any associated Tasks to a different Status, so that you can delete it.

Documentation: https://help.suitedash.com/article/159-content-categories


Circle Descriptions extended & improved

  • While sharing files and folders, you’ll now see the description of each Circle
  • Company Circles will have the prefix Co: for easy reference

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


SuiteDash subscription is now invoiced to Company

  • Your invoice will now pull the Company Name that is in your “Company Profile/Settings” instead of the name of the Super Admin.
  • You can view your Invoices in Flyout Menu > Manage Subscription in the “Billing Information” section.
Dec 23, 2020 Live

Custom Page Loader

  • Upload your own image/logo to use as a White Label page loader
  • Apply pre-built animations to your uploaded page loader
  • Choose from a collection of preset animated page loaders
  • Customize the colors, background and size

Documentation: https://help.suitedash.com/article/127-customize-w-your-logo-colors


Content Block Editor / Enhancements

  • Build content in a Portal Page using Blocks, which require very little technical knowledge
  • Currently available Blocks are: Text Block, Single Image, Empty Space, & Horizontal Separator. Next iteration will bring: Chart Block, iFrame Block, & Button Builder Block
  • Easily create new Rows & Columns, drag and drop to rearrange Blocks
  • Apply styles and customizations to all Block types
  • Permission individual Blocks based on Circles

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


TEAMS tab moved outside of Projects menu

  • Teams tab can now be found alongside the Staff tab. You can access ‘Manage Teams’ by clicking your profile picture in the top right to launch the Flyout Menu.
  • Teams were originally built for application in PM only, but that’s now shifting
  • Teams can still be used in Projects to bulk assign multiple Staff members to a Project
  • We’re preparing for a planned feature path that will focus more on the HR needs of SMEs

“All Access” switch added in Projects

  • By default, all users assigned to a Project can see the Project and open it, but each user (Staff/Client) can only see the Tasks to which they are directly assigned, or Tasks on which they are added as a Follower.
  • Enabling ‘All Access’ gives every member of a Project the ability to view every Task inside that Project. For tasks that are not directly assigned, they’ll have the same visibility as a Follower.
  • When ‘All Access’ is enabled, the Follower functionality will still be useful. Adding users as Followers will designate who will receive Task Update notifications only, but will have no affect on Task visibility because this will already be granted to every member of the Project.