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Feature Requests

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Add pipeline functionality for Leads
4
·
in progress
Native Mobile apps
4
·
in progress
Paid Date field to Billing - Invoices
Add paid date field to allow for verification of paid invoices when viewing invoices in the billing tab.
4
·
in progress
Redesigned Files Section
1
·
in progress
Trigger Workflows based on Event occurrence, NOT just on event creation.
Currently workflows can only be triggered on the Event's creation, NOT on the event itself. But I would like there to be a way to move a matter stage/assign tasks/send emails, etc, in a specified time PRIOR to an event. For example, 3 days before a client signing meeting, we need to be reminded to prepare for the meeting and put hte final touches on the documents.
1
·
in progress
Auto-remove deleted/Merged/Converted lead or contact profiles from search results.
Currently, deleted contact and converted profiles still show in search. It will be great not to see those anymore since they are not showing any data anymore.
5
·
in progress
Show Payments Received in Dashboard
It would be good to see payments received for the month in the Dashboard. Very limited filter in the dashboard for now.
2
·
in progress
Tags on Documents
1
·
in progress
Versioning for Documents
1
·
in progress
DialPad integration
2
·
in progress
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