Updates Log

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

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

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