IN PROGRESS

Checklist for Clients and Staff

There are times when a Project is just too much, and what you need is a very simple list of items that your Client or Staff member can work through, one item at a time. This is where Checklists will be the perfect choice! Easily define a Checklist and assign it manually or via an Automation. Each Checklist Item can be individually customized and each one is an Automation Opportunity, which means for each one, you can define a custom set of Automations to be triggered when the Target marks that item as complete.

You can assign a Checklist to either Prospects, Clients or Staff. Checklists can be accessed non-logged via a stand-alone, white labeled view, or you can opt to use the Checklist Block and integrate the Checklist into the Native Dashboard or a Portal/Start Page.

• Easily build simple Checklists for your Prospects, Clients or Staff
  
• Configure unique Automations for each completed Checklist Item
  
• Checklists can be accessed non-logged or on the Dashboard via the Checklist Block
• Assign Checklists manually, via a Kickoff Form or via an Automation

Digital Signatures for Staff

With Digital Signatures for Staff, the hassle of printing, scanning, and physically collecting signatures is a thing of the past. Say goodbye to the time-consuming paperwork and welcome a convenient solution that simplifies the onboarding process.

This feature extends the capabilities of our already powerful Client Onboarding Tools to your Staff members, offering them a seamless and efficient experience from the very beginning. Staff can now digitally sign offer letters, contracts, and other important agreements with just a few clicks, ensuring a swift and secure process.

Not only does this feature enhance the overall onboarding experience for your Staff, but it also provides a higher level of accuracy and security. Gone are the days of misplaced or illegible signatures, as the digital eSigning system ensures that all documents are signed correctly and securely stored.

Whether your organization is in the HR department, legal services, or any industry that heavily relies on staff agreements, Digital Signatures for Staff is a must-have tool. It saves time, reduces administrative burden, and enables you to focus on other important tasks.

• Enhance Staff Onboarding with Digital eSigning
  
• Finalize Offer Letters, Contracts & other Staff Agreements
  
• Extend powerful our powerful Onboarding Tools to your Staff

Shopping block + Inline Payments

Your targets will be able to conveniently choose from the choices you have specifically configured for them. From individual Items to supplementary Add-Ons and comprehensive Packages, the Shopping Block ensures that your customers are presented with the perfect selection to suit their preferences.

One of the key benefits of the Shopping Block is the ability for your targets to complete their transactions in real-time. With seamless and secure payment integration, customers can instantly choose their desired options and proceed with payment, streamlining the purchase process and maximizing customer satisfaction.

Enabled for use on Landing Pages, Portal Pages, or Dashboards, Shopping Block seamlessly integrates into your existing Portal, providing customers with a consistent and cohesive shopping experience across various touchpoints.

• Offer customers choices of Items, Add-Ons & Packages
  
• Customer can choose from options & pay in real-time
  
• Items, Add-Ons & Packages can be defined & associated with Automations
  
• Use on Landing Pages, Portal Pages or Dashboards

Community

Enable a whole new way to communicate and interact between you, your Staff & your Clients! Community has been imagined and designed to seamlessly integrate into your existing CRM + White Label Portal so that you can bring even more value to your unique offerings!

Each Community will include a feature-rich discussion forum and a robust set of functionalities designed to streamline interaction and encourage Member participation. There will be no limit to the number of Members you can add to your Communities. This makes it easy to scale your Community as it grows. You can also add different types of Memberships to your Community, such as free memberships, paid memberships, and invitation-only membership.

You will have the option of letting the Members of your Community participate in a LIVE Community Chat and additional options to allow direct private messaging between the Members. This is a great way for Members to get to know each other, ask questions, and share ideas. Direct messaging allows Members to send private messages to each other, which can be useful for having more in-depth conversations or sharing sensitive information.

Create a Community around your LMS offerings by associating LMS Courses with a particular Community and/or Space within a Community. This can help to create a more engaging and interactive learning experience for Course Participants, and it can also help to build a Community around your LMS offerings.

• Create your own interactive Communities
  
• UNLIMITED # of Community Members
  
• LIVE Community Chat & Direct Messaging
  
• LMS Course Communities

Portalbank - Account Balance

Several future features & functionalities will be enabled and empowered by the introduction of the PortalBank.

Your PortalBank will simplify the usage of key functionalities, including SMS Marketing, Template Marketplace & more!

• Top off the balance in your PortalBank
  
• Pay only for what you use out of your PortalBank balance
  
• Get paid & withdraw from your PortalBank balance

Native Video Hosting + Streaming

Gone are the days of relying on external platforms for video hosting, as this feature will empower you to directly distribute and manage videos within your LMS environment. By eliminating the complexities associated with external hosting, you can streamline your video workflows and simplify the video integration process within your courses and content pages.

In addition to the hassle-free uploading process, this feature offers a range of powerful playback and presentation options. Delivering an enhanced viewing experience for your learners, you can customize and optimize video playback to suit the unique requirements of your courses.

• Upload videos directly to your LMS Courses & Content Pages
  
• No need to host videos on YouTube, Vimeo, Wistia, etc.
  
• Powerful playback and presentation options

Advance Work Requests

Advanced Work Requests will give you the power to create multiple Work Request forms, each one customizable to fit the specific needs of that workflow.

Currently, there’s only one available form for Work Requests, which is fine for some businesses, but this update will dramatically expand the Work Request functionality, give you the ability to create Work Request Custom Fields, let you re-order the fields in any way you wish and configure both assignments & Automations to be triggered when submitted.

In addition, you’ll be able to specify Project-specific Work Requests that can be accessed directly inside a Project so that Clients can request additional products/services directly inside the Project where they are collaborating with you and your team.

• Completely customize Work Request Forms
  
• Configure Assignments & Automations to be triggered
  
• Use all the power of the Form Builder including Conditional Logic
  
• Project-specific Work Requests can be easily accessed by Clients

Template Marketplace

Currently, the Template Library is populated with Templates from the SuiteDash Template Team and Templates that have been contributed by the SuiteDash Community. With the addition of the Template Marketplace, you will now have the ability to place a price on your Templates and get paid!

Imagine that you create a highly useful Form Template or Email Marketing Template that is targeted to a specific niche. There are many professionals who would prefer to buy something that is already done rather than spend the time & effort to re-create it themselves – and this is your market!

Can you get $9? or maybe you can get $99? or maybe if you build an amazingly useful Template, you can get $999?

• Create & Sell Templates to professionals in your niche
  
• Set your own price – build an income stream
  
• Many prefer to pay for “already done”
  
• Opens an opportunity to profit by focusing on your niche

Dynamic PDF Documents

We’ve already laid the groundwork for this feature by enabling Documents to be generated without requiring any signature(s). This means you can custom design a Document Template using data placeholders with the plan to call it in another Automation and use that Document Template and the Target’s data to automatically generate a bespoke PDF Document via that Automation.

We’ll natively integrate this functionality into Forms, FLOWs and LMS Products/Courses so that you can instantly reference a Document Template of your own design that will be generated using the data that was just submitted in the Form, for example. You will also have the option of attaching this PDF to email notifications sent after the Form/FLOW submission or LMS Product/Course completion. In LMS, you can use this functionality to dynamically generate custom Product/Course Certificates that are personalized perfectly for that Product/Course and Participant!

• Automatically generate custom PDFs that are dynamically built with Target data
  
• In Forms & FLOWs, instantly generate a customized PDF with submitted data
  
• You’ll have the ability to attach the generated PDF to emails that are sent after Form submission
  
• Automatically generate perfectly personalized Product/Course Completion Certificates

Advanced Data Management View

Open the Advanced Data Management (ADM) view and have access to ALL your Contacts in one efficient spreadsheet style interface. Quickly and easily filter, sort, edit and arrange your CRM Contact & Company data! Rearrange and resize columns, select which data points you want to see, and, when you have the data arranged in just the right way, you can export that data into CSV, XLS or a PDF report.

Additional filters along with date range selections are just the beginning! This powerful tool will evolve into a powerful Reporting Tool that can be extended and adapted to a wide variety of data sets.

• Filter, sort, edit and arrange your CRM data
  
• Show/Hide and resize data columns
  
• Powerful date range selections
  
• Export data to Excel, CSV or PDF

Email Cannons 2.0

Email Cannons 1.0 is LIVE and available in the PLUS Bundle Power-Up > Email Cannons let you pre-build richly-formatted HTML emails, then “fire” those email directly to a single recipient as part of an automation. This next iteration will add even more No-Code Automation power!

You’ll be able to setup a Cannon to fire in a recurring way which can be used to send reminders to Contacts to perform some action. Automation options to start & stop the recurring firing will be provided. Additionally, you’ll be able to automate the Cannon to fire on a specific date every year, or based on the value of a date-type Custom Field (think birthdays, anniversaries, etc.).

• “Fire” recurring email reminders to your Leads, Prospects, & Clients
• Automatically send pre-formatted emails based on a specific date (birthdays, anniversaries, etc…)
• Use Automations to start reminder sequences, and then stop the sequence based on some Action
• Can send to contacts even if they have not been invited to the Portal

LMS, Phase 2 Release

LMS Phase 1 Release is LIVE and already gives you the ability to create Courses and structure them with Modules & Lessons. Coming in the Phase 2 Release will be the ability to use our standalone Sales Funnel Builder tool to give you the ability to set a price for your Products (collections of 1 or more Courses), and sell them with super low friction and direct onboarding. In addition, you’ll be able to build Quizzes that can be assigned as the completion step for any Lesson, Module or Course. You will also be able to use Trigger/Action Automations when a Participant is added as an Owner of a Product, when they start a Course & when a Course is successfully completed

Need to train new Staff? Remember, LMS works equally well for either your Clients or your Staff.

• Build Quizzes to help your Participants assess their progress
  
• Use the Sales Funnel Builder to onboard new Participants quickly & easily
  
• Leverage No-Code Automations to build systems & processes around LMS
  
• Enroll and manage your users; track and assess their performance

Portalsync™ Desktop File/Folder Sync

Enable “Dropbox” style file syncing between your desktop/laptop (Mac, PC or Linux) and the cloud files in your SuiteDash account. Just copy or save files to the PortalSync™ folder on your desktop OS, and they’ll be synced with the PortalSync™ folder in your SuiteDash account.

The installable app will be known by the generic name PortalSync™ so that your White Label branding is protected. Authentication will happen by copy/pasting Integration ID & Authentication Code from inside your account.

• Create a Sync folder on your laptop/desktop
  
• Now you can move files easily/seamlessly from desktop to cloud
  
• Support for Windows, MacOS & Linux

LIVE

Scheduled Automations

Design and build any number of “Schedules” or series of Automation Sets. Each Automation Set is scheduled around a “Based-On Date” and can be scheduled to fire a specific number of hours/days/weeks/months either before or after that “Based-On Date”.

• Pre-Defined & Pre-Scheduled Automations
• Anchor around a specific date or the value of a Custom Field
• Systematise a scheduled onboarding or reminder process
• Opens up a whole new world of possibilities
  

Private Template Sharing

Allows sharing your Templates with others via the Template Library with an option to make it public or private

• Privately share Templates with friends, colleagues or clients
• Easily move templates from one account to another
• Create “Global” code to provide access to all your Private Templates
• Perfect for a niche-specific coaching business.

Updated Live Chat

The ability to chat with Clients! This will be completely configurable on the admin side. Not only will you be able to enable or disable Client chat, but you can choose which Staff Members the Client can chat with.

Live Chat is a popular and convenient feature for Clients who don’t want to wait for an email response, or be stuck in a phone queue.

• Enable instant communication between your Clients and Staff
• Choose to restrict which Staff Members your Clients can chat with
• Choose to enable chat only when the Staff Member initiates a conversation
• Give your Clients the fastest way to provide support

Support Tickets

You’ll be able to dump that monthly subscription for whatever Support Ticket system you’re using and direct your Clients/Customers to your fully branded Help Desk, powered by SuiteDash.

You will be able to fully customize the ‘Support Request’ form and both you and your Clients/Customers will be able to view all tickets and the history of all tickets. When you respond, they will receive an email notification with your answers. For the ultimate convenience, they can just reply to that email to send back an answer, and their answer will be properly logged in the ticket… and the same for your Support Staff.

• Fully White Labeled Help Desk to support your Clients/Customers
  
• Clients can log in and view a history of support requests
• Clients can simply reply to email notifications to respond with answers
  
• Support Tickets can be converted directly into a Project, Estimate or Invoice
  
• Admin side will include ‘canned responses’ to easily respond with pre-built answers/replies, tags, etc… for ease of use
  

Public API + Webhooks

Continued development of the Public API

The Public API is released and LIVE. Over the course of 2023, we will be working to expand the API into as many parts of the platform as possible. Webhooks will be implemented based on utilitarian priorities.

The first release will focus on the ability to create and edit CRM items like Contacts and Companies. Both default and custom fields will be supported.

Priorities for expansion of the Public API + Webhooks will be based on Community feedback. Here is the API Voting Board > https://vote.suitedash.com/b/api-integrations/

• Read, Post & Update you CRM data via API
  
• Fully Functional API testing playground
  
• Ability to create/manage multiple API keys
• Access both Default & Custom Field CRM data

Sync Email Into CRM

Email Sync will let you selectively choose to “file” email communications with your Leads, Prospects & Clients into the CRM.

We’ll provide you with a specially coded email address that you can then use in the BCC field with all Contact interactions. Those emails and your Contact’s replies will be received also by SuiteDash and sorted using your Contact’s email address. Those emails will then be shown in a dedicated Email History tab in the CRM Dashboard for that Contact.

You’ll then be able to store all of the email history with a Contact directly in that Contact’s profile, and be able to search that history to find specific messages or data.

• Selectively sync email communications with your Contacts into CRM
  
• Emails to and from a Contact are stored conveniently in their Dashboard
  
• Search through the synced emails to find a specific message or piece of data
  
• Easy-to-use BCC Email address lets you selectively choose which emails to file

Enforce 2FA For All Users

Two-Factor Authentication (2FA) is one of the best ways to keep your data secure and protect your company. We already offer 2FA as a feature that’s available to all the users in your account, but it’s optional to each user. This new options will give you the option of making 2FA required.

Knowing that every one of your Staff members is definitely protecting their login with 2FA will give you peace of mind, you’ll have an extra layer of security, your customers will appreciate the increased protection of their sensitive data and reward you with increased loyalty.

• Protect your company by significantly decreasing the risk of unauthorized access and system breaches
  
• Boost your customer reputation by showing your business will take the extra step to protect their data
  
• Increase productivity and flexibility by allowing secure access from any mobile device

Thumbnail/Grid View For Files

Our Files module is getting a makeover! Instead of having to sift through a textual list, you’ll be able to view files in a Grid view complete with thumbnails of any images or videos.

Viewing files in a Grid view means being able to view more content without having to scroll down, making it quicker to locate what you need. The ability to see the thumbnails for images and videos means you won’t have to just rely on the file name to find what you’re looking for.

• View your files in a convenient “grid” format, making it quicker to browse and locate documents
  
• See a thumbnail of an image or video without having to click on the file to generate a preview
  
• Present your files in an organized, responsive and visually-appealing way

3rd Party " Collaborator" Role

Traditional business logic is typically centered around a two-sided structure with the business on one side and the Client on the other.

However, there is a growing breed of businesses that have a more complex structure that more closely resembles a triangle, or a three-sided structure.

The new Collaborator role is intended to serve this new breed of businesses via the creation of a new type of User that will be given very limited access and visibility based on the settings enabled by the Admin. For example, you may create a new Collaborator user and grant that user visibility to see a particular Client or Client’s profile, uploaded files or form submission data. The Collaborator then would be able to assess that Client and the Client’s data complete their side of however the business logic is configured.

The plan is to continue extending the functionality and features related to this Collaborator role based on feedback from our customers.

• Extend the possibilities beyond a two-sided business logic
  
• Allow a 3rd party Collaborator access to a Client(s) data on a strict permission only basis
  
• Collaborator role has no visibility or capabilities in the Portal unless specifically granted by the Admin
  
• Enables a three-tiered business logic popular with many of today’s platforms
  

"Super-Client" Role

There are times when businesses deal with a Client company that has multiple offices or locations, and this presents an issue if the “home office” wants to have visibility and access to Projects or other assets that are in the works with one or all of their sub-offices or satellite locations.

The Super-Client role is intended to serve in these situations to enable a single user or multiple users to be selected as the ‘parent’ Client(s) of some set of other Client(s).

A Super-Client will be able to function exactly like a typical client, but they will additionally have access and visibility to all the Projects, Files and other Portal Content that is permissioned to their ‘child’ Clients.

• Enables an efficient organization structure when working with a multi-location Company as your Client
  
• The Super-Client will have permission and visibility of all their assigned child-Client projects, files, invoices, portal content, etc…
  

Advanced Filtering & Reports

Slice and dice your data from every angle. Choose time frames and variables from an intuitive interface, and get back your data in the form that you need it. Export to CSV or PDF from there.

• Parse data from Clients, Projects, Billing, and more!
  
• Reporting Tool with User Defined variables
  
• Export data to CSV or download in PDF format