Custom Footer for Emails
Set a custom footer for all email notifications. Preferably the ability to add HTML code would be fantastic similar to the Welcome email builder.
D.L. Watson 4 days ago
💡 Feature Request
Custom Footer for Emails
Set a custom footer for all email notifications. Preferably the ability to add HTML code would be fantastic similar to the Welcome email builder.
D.L. Watson 4 days ago
💡 Feature Request
In Progress
Message All Clients
Being able to email all clients using the inbox feature for any company updates, notifications, would be an amazing feature to include in a future update.
D.L. Watson 4 days ago
💡 Feature Request
In Progress
Message All Clients
Being able to email all clients using the inbox feature for any company updates, notifications, would be an amazing feature to include in a future update.
D.L. Watson 4 days ago
💡 Feature Request
No Index Catalog / Portal
Portals or the catalog shouldn't be indexable by search engines by default. We should have the option to turn off indexing for the portal and or the catalog.
D.L. Watson 4 days ago
💡 Feature Request
No Index Catalog / Portal
Portals or the catalog shouldn't be indexable by search engines by default. We should have the option to turn off indexing for the portal and or the catalog.
D.L. Watson 4 days ago
💡 Feature Request
Edit Language
I'd love to be able to change the language of terms on a board by board basis. If I want "New Request" to be instead "New Project", or "Get Quote", etc, that would be most ideal. This request is for anything where it would be nice to further customize the language of the portal.
D.L. Watson 4 days ago
💡 Feature Request
Edit Language
I'd love to be able to change the language of terms on a board by board basis. If I want "New Request" to be instead "New Project", or "Get Quote", etc, that would be most ideal. This request is for anything where it would be nice to further customize the language of the portal.
D.L. Watson 4 days ago
💡 Feature Request
Video Review
It's great to see a built-in video review. Problem is if I upload a 4K file, it doesn't optimize the file for streaming, and thus, it stutters pretty bad even on a strong internet connection. And I would upload a web-streaming version, but then that file seems to be added to their pool of files for delivery. Not sure how to reconcile this, so for the meantime, I just wont use the feature and instead just send them a link to Replay.
D.L. Watson 4 days ago
💡 Feature Request
Video Review
It's great to see a built-in video review. Problem is if I upload a 4K file, it doesn't optimize the file for streaming, and thus, it stutters pretty bad even on a strong internet connection. And I would upload a web-streaming version, but then that file seems to be added to their pool of files for delivery. Not sure how to reconcile this, so for the meantime, I just wont use the feature and instead just send them a link to Replay.
D.L. Watson 4 days ago
💡 Feature Request
Expanded Role Customization
If I have a client who only wants to receive notifications for billing, not for task updates, there doesn’t seem to be a way to assign that to a person.
D.L. Watson 4 days ago
💡 Feature Request
Expanded Role Customization
If I have a client who only wants to receive notifications for billing, not for task updates, there doesn’t seem to be a way to assign that to a person.
D.L. Watson 4 days ago
💡 Feature Request
Checkout Paragraph Rendering Issue
The service descriptions formatting is not properly applying paragraph spacing. This makes things a bit hard to read and unprofessional looking.
D.L. Watson 5 days ago
🐞 Bugs
Checkout Paragraph Rendering Issue
The service descriptions formatting is not properly applying paragraph spacing. This makes things a bit hard to read and unprofessional looking.
D.L. Watson 5 days ago
🐞 Bugs
Completed
No Notifications
I'm not receiving notifications of new comments, invoice payments, or anything that I haven't yet noticed that's been updated across the portal.
D.L. Watson 5 days ago
🐞 Bugs
Completed
No Notifications
I'm not receiving notifications of new comments, invoice payments, or anything that I haven't yet noticed that's been updated across the portal.
D.L. Watson 5 days ago
🐞 Bugs
Remove Pressing "Return" to Send Inbox Email
Pressing "Return" automatically sends an email. This should not be the default as it's not instinctual to have to press Shift+Return to add a line break for paragraph formatting. Case in point, I started an email with "Hi, JJ" pressed enter to do a paragraph break, and the email was sent.
D.L. Watson 5 days ago
🐞 Bugs
Remove Pressing "Return" to Send Inbox Email
Pressing "Return" automatically sends an email. This should not be the default as it's not instinctual to have to press Shift+Return to add a line break for paragraph formatting. Case in point, I started an email with "Hi, JJ" pressed enter to do a paragraph break, and the email was sent.
D.L. Watson 5 days ago
🐞 Bugs
In Progress
Duplicate Invoice
Being able to duplicate a custom invoice could help with making it easier to carry terms for projects with multiple invoices across each for consistency.
D.L. Watson 5 days ago
💡 Feature Request
In Progress
Duplicate Invoice
Being able to duplicate a custom invoice could help with making it easier to carry terms for projects with multiple invoices across each for consistency.
D.L. Watson 5 days ago
💡 Feature Request
Share Link Download Setting
When I change the share link for downloading a file to off and press update, I get an error message.
D.L. Watson 7 days ago
🐞 Bugs
Share Link Download Setting
When I change the share link for downloading a file to off and press update, I get an error message.
D.L. Watson 7 days ago
🐞 Bugs
Be able to brand all email communication
Despite having brand set up in the settings, client receives a fairly generic, spammy-looking email. Not sure if this is a bug or it needs to be a feature request. But this doesn't look or feel professional. Also, it appears to not handle abbreviated names well.
D.L. Watson 7 days ago
💡 Feature Request
Be able to brand all email communication
Despite having brand set up in the settings, client receives a fairly generic, spammy-looking email. Not sure if this is a bug or it needs to be a feature request. But this doesn't look or feel professional. Also, it appears to not handle abbreviated names well.
D.L. Watson 7 days ago
💡 Feature Request
Set a form for a board
I'd like the ability to assign a single default request form to a taskboard, without requiring the taskboard to first be created through a service. This is especially useful when migrating a client or supporting clients on custom plans. Currently, when they click New Task, they're presented with every available form. If a client only uses the taskboard for one type of request. For example, real estate video editing, I should be able to configure the board so that clicking New Task opens that specific form automatically.
D.L. Watson 10 days ago
💡 Feature Request
Set a form for a board
I'd like the ability to assign a single default request form to a taskboard, without requiring the taskboard to first be created through a service. This is especially useful when migrating a client or supporting clients on custom plans. Currently, when they click New Task, they're presented with every available form. If a client only uses the taskboard for one type of request. For example, real estate video editing, I should be able to configure the board so that clicking New Task opens that specific form automatically.
D.L. Watson 10 days ago
💡 Feature Request
In Progress
Deposit on Invoices
I'm requesting the ability to add a deposit to invoices, with the option to set a specific number, or a %. There should be a due date for that second payment, and the board should indicate it's approaching payment.
D.L. Watson 12 days ago
💡 Feature Request
In Progress
Deposit on Invoices
I'm requesting the ability to add a deposit to invoices, with the option to set a specific number, or a %. There should be a due date for that second payment, and the board should indicate it's approaching payment.
D.L. Watson 12 days ago
💡 Feature Request
In Progress
Custom Credit Tracking
I'd like the ability to manually add a credit track to a board, and then when a card is set, add a value to the card, and it deducts that value from the boards set balance. Case in point, I have a client who purchased 64 credits, and each credit is worth $450. When he requests a new task, the scope of work determines how many credits. Because forms have no logic to handle this, it would be great to provide a comment on the card after it's created and eventually, show him what his current balance is. It would be great if the function had the ability to name the unit, the value per unit, and how many units there is. Bonus if you could make it track a ledge of when new credit units are added or deducted.
D.L. Watson 12 days ago
💡 Feature Request
In Progress
Custom Credit Tracking
I'd like the ability to manually add a credit track to a board, and then when a card is set, add a value to the card, and it deducts that value from the boards set balance. Case in point, I have a client who purchased 64 credits, and each credit is worth $450. When he requests a new task, the scope of work determines how many credits. Because forms have no logic to handle this, it would be great to provide a comment on the card after it's created and eventually, show him what his current balance is. It would be great if the function had the ability to name the unit, the value per unit, and how many units there is. Bonus if you could make it track a ledge of when new credit units are added or deducted.
D.L. Watson 12 days ago
💡 Feature Request
