Easily manage with color-coded graphs, a neat folder and tag system, and an organized calendar. Get customizable automatic alerts before your subscription payments are due.
To be able to let dashboard widgets take up more space. Between one and 3 columns or more. This way some widgets can be wide and take up more space wile others that require only one column can remain small. We get to choose how to place the widgets and how many columns of space they take up on our dashboard.
To be able to add notes in timeline view on the client portal side similar to the way the built in note taking app functions in the client record. This would be viewable by the client as an ongoing record of work being performed. It can auto update or we would be able to manually add things to it.
(1)Adding more info on the dashboard of clients, leads and contact more info would be very helpful. For example I would like to see the following in on line: Name, email, phone, date created, tags. (2)And including a FILTER section would be awesome. Filter examples: by tags (has tag, does not have tag), score, owner, campaign status, updated date, last contacted, country, *other custom fields.
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Have something in mind that we are missing or that you would like for us to expand on?