Updates Log

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.