Client Management

The ability to add contacts to clients (gsm, email, role, description) such as you can do in a CRM.

Currently Open Rate is limited to being able to be set on a per-campaign basis. The customer would like to be able to view open rate for multiple campaigns at once.

Client would like the ability to change the default permissions for users (custom default).

be able to export list of users

Currently, clients can only be permanently deleted. Introduce additional client states, such as Archived or Paused, to better manage inactive or temporarily unused clients. Archived clients should be removed from active views, freeing up a client slot and allowing users to add new clients without deleting their data. Archived or paused clients could be restored at any time if needed. Why this helps Prevents accidental permanent data loss Allows agencies to manage churned, seasonal, or paused clients more flexibly Frees up client limits without forcing permanent deletion

Currently, clients can only share dashboards, but not edit them.

migrate a "client user" from one subscription to another.

Use case: an agency would like to give their client access only to last year's data, but not previous data.

When you are viewing the list of users, you can filter by campaign. I'd also like to filter out staff users. It would also be useful to be able to tag users and/or campaigns to filter that way, and having custom fields on users and/or campaigns would also be beneficial, allowing for further filtering.

This is for a single AA account to have multiple Admin access in case of partnerships or backup users. Or the creation of a manager role to have increased permission levels controlled by the admin