Updates Log

Fourth Quarter, 2019

WHITE LABEL MOBILE APP

Give your Clients the full of White Label experience (Only applies to PINNACLE plans w/ Custom URL configured)

Your Clients can install the app on their Apple or Android device

Your Clients can experience your Portal, and interact from anywhere using their mobile device.

The mobile experience for both your Clients and Team is always exactly the same as the desktop experience

“COMPANY FIRST” MODE

You can enable the “Company First” option if you’re working primarily with Companies as your Clients.

If Company First mode is enabled, you can assign all Portal items, Projects, etc… to the Company directly. The “Primary Contact” will be the person at the Company who receives all email notifications and updates.

If that person leaves the company, you simply & easily assign a new Primary Contact. You won’t have the hassle of going in to re-assign dozens of projects, invoices, file shares, etc…

DRAG/DROP PAGE BUILDER

Easily create complex layouts and designs

Drag & Drop content blocks, photos, icons, etc…

Insert Dynamic Data placeholders using the built-in Point & Click Selector

All content can be made fully responsive, so it displays nicely all devices, including tablets and mobile devices

Built in Snippets & Template Library will be continually updated with fresh pre-built layouts & blocks

CRM BULK EDIT

Powerful way to update multiple Contacts at one time

You can select just one, or many Contacts to update

You can update just one data field, or many data fields in one operation. If left blank, field is not changed.

Select a Circle(s) and update the data of every Contact in a Circle in one simple operation

A simple, yet powerful tool that saves you time

MY TASKS & MY INVOICES WIDGETS

My Tasks widget lets your Team and Clients see their outstanding tasks directly on their dashboard

For each task in the My Tasks widget you can click directly from the widget to the task details

My Invoices widget is designed to help your clients easily see what Invoices they have open directly on their Dashboard

For each invoice in the My Invoices widget, the Client can click directly to make the payment online

You can control the layout & which widgets will show on the Dashboard for every user role

Third Quarter, 2019

POWERFUL FORMS FUNCTIONALITY

Create Intake Forms that add new Contacts

Trigger Automations & Integrations automatically

CRM Update Forms let you update existing Contacts or present them with follow-up Forms that add more info to their profiles

For each Form, you can customize the Actions that are triggered when the Form is submitted. Available Actions (Automations & Integrations) will grow over time.

General Purpose Forms give you even more flexibility

PAY FOR PORTAL ACCESS

You can require payment to register & enter your Portal

One time payment OR a Recurring Subscription Payment

Works with all available payment gateways (No recurring subscription payments are possible via PayPal)

Dynamic Title placeholders to help identify payments

Portal access is blocked until payment is made & verified

DYNAMIC DATA VIEW 2.0

Mark favorites for data that you edit often, and you’ll save time & clicks because those fields will always be at the top for easy access

Dynamic Data placeholder is auto-copied to your clipboard in just one click to help save time and prevent mistyping

Easily toggle the visibility of Default & Custom Fields

Real-time search lets you quickly find the Data Field you’re looking for

SECONDARY CLIENTS

Designed for when you need to collaborate on a Project with more than one person in a Company or team

The Secondary Clients functionality allows you to add additional users on the client side to be part of a Project

Secondary Clients can be assigned to Tasks, and can be added as Followers to Tasks

“REPLY BY EMAIL” IN MESSAGING

Now you have the option of including the content of your Messages in the email notficiation sent to the recipient

Recipient can conveniently reply by email to the Message, and that reply will be received by SuiteDash and inserted in the proper Messaging thread. The original sender of the Message is notified.

AUTHORIZE.NET GATEWAY

Now you can use the very popular Authorize.net gateway to accept payments

Supports both one-time payments & automatic recurring payments when properly configured in your Authorize account

Easily integrate with your existing Authorize.net account

If you are interested in seeing support for ACH payments, please email to admin@suitedash.com

CONTACT QUICK-SWITCHER

Easily move from one Client/Prospect to another

Client/Prospect Dashboard becomes a central place for you to work

ZAPIER SEARCH & UPDATE FUNCTIONALITY

Now you can use data from other applications to update data in SuiteDash

Add a ‘search step’ to your Zaps and locate the correct data to update

Custom Fields can be updated and then the data reflected in Portal via data placeholders

Second Quarter, 2019

AUTO-GENERATE PROJECTS

Pre-create and save Profiles of how you want a Project to be created

Employs a dynamic naming structure using the Client’s name, the current date, etc….

Easily Auto-generate Projects during your Client onboarding process

Systematize your on-boarding process to save time & hassle

SEQUENCED PROJECT TEMPLATES

Structure Project Template Tasks/Phases in the order that you would like to have them worked on and accomplished

When a new Project is created using a Template, the Tasks/Phases are generated and placed in the exact order that you specify when creating the Template

Create a highly organized and sequenced set of Tasks/Phases for your Project Team to follow and accomplish

Create a sequenced Task list for your Client to follow

DYNAMIC DATA VIEW

Quickly update Data values for your Contacts

Dynamic Data Placeholder is generated for every Custom Field you create

Dynamic Placeholders can be used in every area of the platform, including Portal Pages, Email Marketing, Announcements, etc…

Quickly Import a structured CSV with data if you need a super fast way to edit or update the Contact’s data

Easily export the Client’s data to a CSV

PROJECT QUICK SWITCHER

Now you can move between Projects at lightning speed

When you switch Projects, you’ll land on the new Project in the same mode/position as you left the previous Project

Perfect for Project Managers who are quickly moving between Projects

ADVANCED OPTIONS FOR PORTAL PAGES

Custom CSS is now available on individual Portal Pages

Custom JS (Javascript) is now available on individual Portal Pages

Also available on Knowledge Base Pages

BUILT IN SPF RECORD VALIDATION

Setting up an SPF record in your domain name’s DNS tells spam filters that you’ve authorized SuiteDash to send email notifications on your behalf

Your important email notifications to your Clients and Staff are much much much much more likely to land in their inbox rather than their spam folder

Just follow our easy step by step instructions to add the SPF record, and our built in validator will turn green to let you know it’s done correctly

First Quarter, 2019

PROJECT UPDATES & OVERVIEW

Designed to be a rich collaboration experience between you and your Client, Project Overview gives you the power and flexibility to show your Clients just what you want, and nothing you don’t.

Customize with your Client’s logo: Display your Client’s logo in the Project Dashboard to give them a rich and customized experience.

Project Progress: Show your Clients what % of the Project is complete. This can be set manually, or auto-calculated from the # of completed tasks vs. the total # of tasks.

Post Project Updates: Give your Client structured and date stamped updates so that they know all along the way how things are going.

Clients can comment on Updates: For each Update that you post on the Project Overview, you’ll have the option of letting the Client give feedback in the form of comments.

CUSTOMIZABLE INTAKE FORMS

Completely customize the Intake Form fields

Easily create Custom Fields on the fly while customizing the Intake Form

Automatically assign permissions to Contacts who complete the Intake Forms

Setup automations that begin immediately after the Intake Form is submitted

EMBED FORMS ON YOUR WEBSITE

Embed the Intake Form on your website, thus letting your Prospects start their journey through your sales funnel directly from there.

Website visitors who complete the forms are added into your CRM according to the configuration of that particular Intake Form.

Setup the colors, formatting, etc… to match your website’s look & feel.

Customize the success message, or opt to redirect the user to a specific URL

Custom CSS option gives you the ultimate in flexibility

TWO FACTOR AUTHENTICATION

Dramatically increase the security of your SuiteDash account.

Works with Google Authenticator, Microsoft Authenticator, Authy, FreeOTP and all QR Code reader type auth applications.

Backup code is provided to ensure you can access your account, even if you lose or don’t have your device.

DOWNLOAD FOLDER AS ZIP FILE

You can pre-create Folders with entire file repositories inside

Just by granting permissions, a Prospect or Client can easily access and download the entire folder as a ZIP file

Folder structure is maintained and replicated in ZIP file

take a no risk, no pressure test drive

No Credit Card Required

Fully Functional Account