# We're looking for Feedback on the 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 could be in a separate column to the right of Done even though they are hidden under Done.

# 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 new company?

# 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 notification right now.

This is very helpful, thank you!

Thanks 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 earlier, we want to ensure smoother operation.

Thanks, Veronique! We have the automation running to assign a form when the 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 the payment to be processed?

Do we create a product with a negative dollar amount to achieve this?

# Subscriptions no longer editable?

Wonderful, thank you!!

# 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

# Uploaded file name changed to small letters only

We would also love to have the file name upload as-is under Contracts.