# Feedback on Client Home 2.0 It would be really great to see the homepage function more like a visual landing page, like a website. Ideally, having a drag-and-drop design editor for full design customization that is built similar to webpage builders like Elementor would be amazing. The ability to set fonts and colors while editing... --- # Task Templates are Missing Thank you! That would have taken me forever to find! Thank you for adding task archiving!! I would love if archived tasks could be in a separate column to the right of Done even though they are hidden under Done. --- Hello! It appears task templates are gone. Can these be brought back? We were using them often, and the templates were much easier than copying and pasting. Thank you! --- # Multi-Company Clients & Renaming "Clients" and "Companies" Migration question - as we think through how we will process adding companies to existing clients and moving files for those companies, I’m wondering how we will handle moving invoices, receipts, and subscriptions to another company. Will we need to cancel active subscriptions and recreate them in the other company? --- # Company Properties in CRM Under CRM > Clients there are many properties that can be toggled on or off to be viewable in the main CRM list. Under the Companies tab, there are only 3 properties that are available to view. Can all properties be available under both views? I would love to see more info about each company in that... --- # Invoice Links Not Working Today we are sending invoice links to clients and when sending via Copy Payment Link from the Invoices screen and emailing to someone, the client is being sent to another client’s portal account. Portal invitation links are working, just not invoice/payment links. Thanks for your help! --- # Billing Requests It would be great if we could somehow see that a client has initiated a payment so if someone has placed an order using a payment link, we’d see somewhere that they’ve placed an order/made a payment and it is “pending” or “processing”, and we’re just waiting for it to clear. It seems we don’t get that... --- Thank you so much, that’s very exciting! We will need to collect the same information from all customers buying products whether they are new clients or already have an account. Besides name, email, company, we’ll also need to collect business address, mailing address, phone, website, and ask how they’d like to be contacted. --- Hi Veronique, As we work through the customer purchase process mentioned above, we are curious if there are any new developments in expanding upon the e-commerce functionality in the portal, what is on the horizon for new features, and when they are expected to launch. With the roadblock mentioned... --- We would love if there was a way to create a new invoice and save it as a draft, or even better, if it can be scheduled to send out on a certain date like a subscription. Thanks! --- Thanks, Veronique! We have the automation running of assigning a form when an invoice is paid, but since the ACH payments can take a week to go through, the form gets assigned a week later and we worry clients will miss it. Is there a way to have the form assigned when the payment info is submitted rather than waiting for full payment to process? --- Do we create a product with a negative dollar amount to achieve this? --- Hello! Our team has run into a few roadblocks with billing. We’d love to see these features in a future release: - Automation to assign form or message upon payment completion - Requires payment by bank to be processed in full prior to beginning the automation, currently taking 5-7 days. --- # Subscriptions No Longer Editable? Help! Today the only options under the three dots next to each subscription now only show Delete Subscription. There used to be an option to Edit Subscription but it has disappeared? We’re not able to see any details about any subscription, as the Edit Subscription is gone, and there isn’t a field visible to edit subscription details. --- # Automatic Reminders to Clients, Task Archiving I’d also love to be able to sort the Done list by either ascending or descending and choose one as default. If a flyout menu was added to the corner of each task on the task homepage, it would be cool for the options to be: - Archive Task - Copy/Duplicate Task - Delete Task - Change Status - Send Reminder --- We would love to have the functionality for Copilot to send automatic reminders to clients who have a contract to sign, task to complete, new message waiting, or form to complete. Maybe this could be a setting that is activated under App Setup? “Send auto-reminder after X days,” etc. Automatic reminders would help manage client engagement... --- We would also love to have the file name upload as-is under Contracts.