Updates Log

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

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

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

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

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

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.

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.).

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

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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.