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Feature Requests
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Add additional fields to Invoices
Examples: Customer email address, Customer phone number, Business name and address, VAT Number.
3
·
under review
7
Delete Pipeline
Option to have more organize all the pipelines and delete the old ones or the "test" pipelines sometimes needs to be created
0
3
Saved Export Filters
It would be great if we could save the type of data we would like to export from the orders page. I would see this being much like the way we can save filters when sorting the orders. There are a number of columns of data that I just don't need and every time I export I either need to uncheck the unwanted data or delete the columns from the csv document. It would be so nice with a click or two to reload the exact data I would like to export
0
2
Add custom information to Opportunities like pipedrive
Would be nice to have the option of adding UTM for every contact opportunity into the pipeline app. This would be helpful for people like me that run ads for an application funnel and we want to know from where ads people are opt-in
0
5
Add checklists to each Opportunity
I don't want a full Trello board of features, but being able to add some checklists and an expandable note block would help a lot.
1
4
Physical product subscription notification
Please make a way to receive email notifications when a recurring subscription order for a physical product is due to be sent out so these orders are not missed.
1
2
Add VAT and CIN to profile
Ability to add or update business VAT Number in contact profile from the customer's end. Once added, this information will be shown on future invoices.
1
·
under review
9
Create an appointment from contact record
the ability to click a button from a contact record to then book an appointment with them instead of have to open the link
0
2
Export unfulfilled invoices
1
3
Be able to select specific test orders to delete instead of deleting all test orders
0
3
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