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Product feedback guidelines: Keeping a pulse on our product
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0
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49
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October 7, 2024
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Updated Forms. Address Fields & Conditional Logic
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1
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14
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April 24, 2026
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Customize CRM App Tabs for Internal Users
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5
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10
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April 17, 2026
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Feature Request: Ability to remove old 'prices' on invoices
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3
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9
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April 8, 2026
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CRM filters and/or archive capabilities
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3
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36
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April 8, 2026
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Feature Request: Saving Forms before submitting
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1
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14
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March 30, 2026
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Grouping apps in the side panel
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23
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296
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March 20, 2026
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We're looking for Feedback on the Client Home 2.0
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16
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170
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March 20, 2026
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Time-Based Automations?
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4
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35
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March 20, 2026
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Add attachments in messages to documents area
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0
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4
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March 19, 2026
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Mobile App - Is there a workaround?
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9
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171
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March 12, 2026
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Templates in the messages
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1
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13
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March 9, 2026
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Adding media and formatting to forms
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1
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18
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March 9, 2026
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Mark message as "private"
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2
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24
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March 5, 2026
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Feature Request: Automated Client Folder Templates Based on Service Types
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1
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21
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March 3, 2026
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Enhancement Request : Message Center : Templates
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8
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78
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March 3, 2026
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Create Dedicated Contract within each client account
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3
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36
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March 2, 2026
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Feedback on Tasks
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18
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206
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February 25, 2026
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Feature Request: Billing visibility (app visibility overall)
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8
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54
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February 20, 2026
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Difficult to navigate
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1
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20
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February 20, 2026
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New Line in Messages
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1
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10
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February 17, 2026
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Card Storage Request
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1
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17
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January 14, 2026
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Modifications in the Tasks App
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4
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36
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January 13, 2026
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Start Recurring Date on First Payment - Subscriptions
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1
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16
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January 12, 2026
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Message Formatting & Read Times
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2
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27
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January 12, 2026
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Text Integration
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2
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23
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January 8, 2026
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When opening Messages
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1
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17
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January 8, 2026
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Page header for each app in portal
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1
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25
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January 5, 2026
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Draft Invoices, Discounts (% or $), sales tax per item
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3
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56
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January 5, 2026
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Option to not allow multiple files with the same name
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1
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18
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December 5, 2025
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