Time Tracking
It would be great if we could have a time tracker built in so that we can track time as we work on projects.
Task Templates in Client portal
I can see that when a client try's to create a task in the portal, they are able to see all the templates that I have created. I don't think the clients should have access to those templates. Is...
Real Time Collaboration
The website says: Powerful task description Collaborate in real-time for a communication between team members and clients like never before. How ever the task description only updates on a page...
When auto-assignment is triggered, the agency's logo is not sourced from branding settings but is instead random.
On the task activities list, the agency's logo is automatically generated and not sourced from branding settings.
Editing a one time plan's price automatically convert it to 'monthly'
If I edit an existing plan's price which is a one-time purchase plan. Then after editing the price, it automatically converts to a 'monthly' pricing plan. And it can't be undone or revert back to a...
New account gets created with each order
When a new plan is purchased with the same email address that already has a pervious account, it creates new account everytime a new purhcase is made. I have used the 'share link' of a plan. And...
One Time Purchase is Under Subscription
When a customer purchases something which is a one-time product/service. That is visible under the customer's subscription tab. It will create confusion among the clients if they have purchased a...
Feature Request: Drag-and-Drop Organization of Documents and Links by Client.
We need the ability to organize and modify documents and links under each client using a drag-and-drop interface. This applies to both existing and newly created items. Desired...
to have sub clients
We currently have an agency as a client and we service all their clients. So the ability to add a client then for us to be able to ad sub clients to the main one so when they log in to the main...
Customer can change own role
I created a customer team member and they are able to change their own role