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Page header for each app in portal
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1
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33
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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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75
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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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23
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December 5, 2025
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Multiple Instances of a Channel for any client
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0
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25
|
November 25, 2025
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Contracts: Request for multiple users to sign (internal users & client users)
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0
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23
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November 24, 2025
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Enhancement Request : Message Center : Mass Messaging by Filter Parameters
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0
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18
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November 18, 2025
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Repeating Tasks
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5
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64
|
September 5, 2025
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Feature Request: Quick add/edit Tasks
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0
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39
|
September 5, 2025
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Feature Request: Internal User / Client User Roles
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2
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52
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September 5, 2025
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Company properties in CRM
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2
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61
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September 3, 2025
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Different Tax Rates by Province
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3
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71
|
August 28, 2025
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Adding Company name/details to each user
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1
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55
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July 29, 2025
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Payment Methods Outside of Stripe
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1
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55
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June 26, 2025
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Ability to Quickly Resend Contracts If They Were Signed Improperly
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1
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39
|
June 9, 2025
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Can one client belong to multiple companies?
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4
|
176
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May 27, 2025
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Billing requests
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18
|
288
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May 22, 2025
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Roles for external clients
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|
7
|
108
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May 9, 2025
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Feature request: Editable forms - External Users
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3
|
79
|
May 7, 2025
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Types for Companies/Clients
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3
|
104
|
May 2, 2025
|
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Editable Forms - Internal Users
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|
5
|
117
|
April 28, 2025
|
|
Saving/scheduling invoices
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0
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34
|
April 25, 2025
|
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Automatic reminders to clients, task archiving
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|
10
|
224
|
April 10, 2025
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|
RSS or Feed emebd On Home Module
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1
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44
|
March 31, 2025
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Custom 'action count' to add to clients profiles
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|
1
|
55
|
March 31, 2025
|
|
Loving the new invoice history tab!
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|
1
|
42
|
March 14, 2025
|
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Company payment methods
|
|
1
|
39
|
March 13, 2025
|
|
Archive records in Copilot
|
|
1
|
75
|
January 21, 2025
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