Portal Feature Requests
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Proposals (484)
Catalog (79)
People (21)
Payments (87)
Orders (41)
General (65)
3rd Party Integrations (89)
Developer API BETA (1)
Adding company
When adding a company you enter the contact. But then on the add location page, you have to add the company contact again. This is not a site, since the first page is asking for ccompany info without an address.
0
1
Multiple Contacts per Company
Having the ability to have different people per company profile as contacts.
3
44
Location Name Field
Would be nice to have a location name field in addition to the address for customers and builders with multiple properties, ie, Primary Home, Lake House, Beach House, etc.
0
1
New Contact Type Options
Would be nice to have an option for "Builder" under new contact type options
0
1
Second phone number field
It would be nice to have a second phone number field for an office number and cell number option.
0
1
Location contact
I have many commercial clients with multiple locations and contacts at those locations. I want the ability to have those contacts populate the email address, phone, etc. when choosing that location.
3
6
Send client contact info to Zapier
Portal is a one-way sync with other apps, which is fine, but please include client email address and street address in what is sent to Zapier. We do our accounting and invoicing in a 3rd party software and don't want to enter in emails twice.
0
2
Names for each location a customer has
It would be nice to be able to name each location that we have tied to a customer account. For example, we sub to electrical contractors at multiple different locations. It would be nice to be able to name each location in accordance with the name of the end user.
2
4
CRM/call logging
When you guys add a CRM/call logging option per client with follow up dates, let me know i'll pay double lol
1
13
Add Dealers / Vendors Category
Add Dealers / Vendors category under the People section under More.
0
4
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