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Client Management

Anonymous

Email templates
3
·
Client emails
·
launched
Rich-text email formatting (format body text, add images, add links)
7
·
Client emails
·
launched
View report/dashboard content while writing emails
3
·
Client emails
·
launched
Permissions - Allow Staff users to change dashboard visibility preferences
Staff to be able to edit whether a dashboard section is staff only or all users -Currently this is only available for Admin users
1
·
Client Management
·
launched
Tasks - Export Tasks
1
·
Tasks
·
launched
User Permissions - Hide Custom Dashboards for user permissions feature
The ability to hide the main custom dashboard using our user permissions feature. Right now it cannot be removed and is viewable for all clients.
12
·
Client Management
·
launched
Tasks - Time Tracking
Ability to see how much time it took to complete a task
2
·
Tasks
·
launched
Tasks - Ability to Leave Comments on Tasks
1
·
Tasks
·
launched
Tasks - Show Date on Complete Tasks
Show when the tasks was completed
1
·
Tasks
·
launched
Tasks - Add Task Calendar
1
·
Tasks
·
launched
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