SWELLEnterprise Roadmap

Have an Add New button throughout sections

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.

Example: https://www.loom.com/share/3e72f1c9862b46bbb95cafd12411730c

Additional File Storage Source–Zoho Docs

Hi,
I switched from DropBox to Zoho Docs about a year ago. Any way to add integration for ZohoDocs to the File Module?

Thanks!

Archive Clients

I’d love to be able to archive clients. I don’t want to delete them and lose all their records and history, but I also don’t want to have to sort through 500 records when I’m on my client dashboard. Thank you 🙂

Custom Fields / Merge Tags

I’d love to be able to use merge tags for custom fields. That would greatly improve the functionality of them.

Track Subscriptions / Lifetime Deals / Revenue / Cashflow

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.

Add screenshots in timer

Hi team, can you add a screencapture feature in the timer? It is pretty important for managing remote teams. For example check out the timer in Hubstaff, Upwork and Freelancer.com timers.

Payoneer integration

Hi team, can you add Payoneer as a payment gateway? It is a lifeline for people based in countries without Paypal support.

Add a dedicated chat UI

Hi team, please create a dedicated page for chats like slack. The current google-hangout like instant message pop-up is not very suitable for remote teams who depend heavily on chats for work.

For example, please check out Plutio.

Widget sizing

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.

TImeline view on client portal

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?

Feature Request