Would it be possible to have an Add New button within the various sections at all stages? For example, if I add a new status and then want to add ANOTHER new status, I have to go back up a level to the Statuses dashboard. It would be nice to have an Add Another button on the final page, or just have the Add New Button be present all the time within that dashboard. Not a huge request, and it’s only an extra click for me, but it would be cool. I noticed the same thing (no Add button throughout process) on most of the buttons as I’ve been going through. In fairness, once you get past the account setup process, you’re probably not going to be adding a lot of new stuff.
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.
Request A Feature
Have something in mind that we are missing or that you would like for us to expand on?