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Feature Requests

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Recurring Tasks
1
·

planned

Option to build "teams" and associate permissions to access to leads, quotes, projects, financials, etc.
Access to view would be limited to only those associated with the team. This is ideal when having multiple teams which do not need the information cross over. For example project manager "A" does not need to see leads, quotes, projects, expenditures, kanbans, etc. that belong to project manager "B"
0
new role & permissions setting
On the dashboard, the income and expenditures specifically, allow role and permission to be set so that project managers only see the data for their assigned projects
0
Make Dashboard sections drag n drop
0
Option to set logout redirect to custom URL
0
Responsive styling for using mobile device
0
Group projects by project status
Option to group projects by following statuses: All Projects In Progress Signed Off Closed Accepted
1
·

in progress

Client Registration using Social Media Account
1
·

planned

integration with google calendar and google drive
It would be extremely helpful if i could connect the work calendar with my google calendar with live updates as well as connect client files to files in my google drive
0
Zapier, Zoho Flow Integration
Automation integrations are so useful
0
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