Requested Features after a year of use

Warning…. Long List

Dashboard

• The ability to track more than just our contacts
• Show open invoices
• Average payment days
• Pending Contracts
• Average days from sent to signed
• My Projects - Tasks summaries.

CRM

• The ability to integrate email into the portal.
• Allowing us to create a client backlog.

Excited to let you & others know

This project is in-progress and in the final stages. This should go out by mid February latest!

Hi @Liz_Parsons

Thank you so much for the feedback! I have shared this request with our product team as a feature request. Please let us know if we can assist you with anything else. Wishing you a wonderful week and a happy New Year!

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