Updates Log

PROJECT UPDATES & OVERVIEW

• Designed to be a rich collaboration experience between you and your Client, Project Overview gives you the power and flexibility to show your Clients just what you want, and nothing you don’t.
• Customize with your Client’s logo: Display your Client’s logo in the Project Dashboard to give them a rich and customized experience.
• Project Progress: Show your Clients what % of the Project is complete. This can be set manually, or auto-calculated from the # of completed tasks vs. the total # of tasks.
• Post Project Updates: Give your Client structured and date stamped updates so that they know all along the way how things are going.
• Clients can comment on Updates: For each Update that you post on the Project Overview, you’ll have the option of letting the Client give feedback in the form of comments.
  

CUSTOMIZABLE INTAKE FORMS

• Completely customize the Intake Form fields
• Easily create Custom Fields on the fly while customizing the Intake Form
• Automatically assign permissions to Contacts who complete the Intake Forms
• Setup automations that begin immediately after the Intake Form is submitted

EMBED FORMS ON YOUR WEBSITE

• Embed the Intake Form on your website, thus letting your Prospects start their journey through your sales funnel directly from there.
• Website visitors who complete the forms are added into your CRM according to the configuration of that particular Intake Form.
• Setup the colors, formatting, etc… to match your website’s look & feel.
• Customize the success message, or opt to redirect the user to a specific URL
• Custom CSS option gives you the ultimate in flexibility

TWO FACTOR AUTHORIZATION

• Dramatically increase the security of your SuiteDash account.
• Works with Google Authenticator, Microsoft Authenticator, Authy, FreeOTP and all QR Code reader type auth applications.
• Backup code is provided to ensure you can access your account, even if you lose or don’t have your device.

DOWNLOAD FOLDER AS ZIP FILE

• You can pre-create Folders with entire file repositories inside
• Just by granting permissions, a Prospect or Client can easily access and download the entire folder as a ZIP file
• Folder structure is maintained and replicated in ZIP file