Portal Feature Requests
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Proposals (364)
Catalog (56)
People (13)
Payments (61)
Orders (31)
General (51)
3rd Party Integrations (73)
Developer API BETA (0)
Multiple Contacts per Company
Having the ability to have different people per company profile as contacts.
1
20
CRM / Marketing
It would be great if you had the ability to manage marketing emails.
0
2
Export 'People' contacts to Google Sheets
Ability to export our full list of Portal contacts into a spreadsheet so we can then import into other tools.
1
·
under review
5
Remove People from Sales Person Filter
Add ability to remove terminated employees from sales person from filter in Proposals tab, even if there are completed or archived proposals attached to them. We don't need 10 previous employees clogging up the filter options.
0
2
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
9
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
1
Add more CC email entries saved per contact added in People tab.
Add more CC email entries saved per contact / client information added in People tab such as if a company wanted me to be sending / cc all Portal.io emails and requests to 3 or more emails at a time at the moment I would have to locate all of the other emails externally and add them during the Portal.io request making sessions.
0
2
New Client Request
It would be convenient to implement a system where customers can submit requests through a link. This way, all the information provided by the customer can be entered and saved in a customer portal as desired.
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
4
Clone Clients in People Section
Can you guys add the ability to clone customers in the People tab as you amazingly added for us to the custom items last year? This small change would save all of us lots of time. In the "People" tab on the left hand side of your Portal.io site is how you access my customer list inside of your product. Those customers populate as a tile clickable holding a multitude of client information. I often have a need where I need to make a new client entry for a similar client to another being they all work at the same organization for example. It would be nice to be able to clone them like you can custom items and proposals. That way I don't need to reenter all of the client info and addresses again and again when my clients want the proposals to be directed at different people in their same organization.
0
1
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