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Hide Mood board pages.
Ability to hide an individual page in mood boards so that if hidden, client doesn't see it in presentation view and it doesn't export when downloading (Canva has this feature). that way you don’t have to delete the page (i.e. a mood board you may want to revisit later, etc) or copy the entire presentation just to save 1 page.
Increase functionality of Portal "products" page
Allow released product approvals (both selection boards and estimates) to be visible and/or accessed by client from “products” page in the portal "Needs You” appears for qualifying items on the products page, but the client is unable to expand product information, see costs, take action, or directly access the location to take action from the products page. it makes the “needs you” highlight at the top a little frustrating since it can’t be resolved. Instead they must know to find those actions either on the selections board under “messages” or the estimate under “finances”, or the “waiting on you” from the home page. Its a lot of places to potentially find information/take action, but not in the one place they will likely look first :)
Refined Client Portal Access Settings
A one-stop shop to see what a client has access to across their projects, resend portal invites etc. Ability to more finely tune and clearly see overall client portal access: if a client has multiple projects the ability to hide one of the projects from the portal Ability to hide a project from one stakeholder, and adjust portal view settings per stakeholder Existing list under comms is super helpful, but ideally relocated from the Comms->client chat settings - we’re always nervous we’re adjusting settings for that comm, not that project in it’s entirety, and we have to create a client-facing chat in order to access those settings at all Client Portal preview - so we can see what they’re seeing and confirm settings are as expected
Placeholder Products
It would be helpful to have a way to create placeholder products directly from a project’s library page, rather than relying on default settings and/or getting it all considered from initial project set-up! (especially since updated settings don’t retroactively apply to existing projects)
Super Admin Revamp Tracking
Keeping track of updates needed in Super Admin: Impersonate user accounts Total user tracker so a secondary section under Accounts called users or ability to access users via Accounts (see their adoption, activity, etc) Be able to eliminate certain plan types from churn risk to keep data clean (LTDs, etc) General UI cleanup of Accounts page (sorting, filters, etc - whatever else you have noticed.) Fix logins so we can each have true superadmin logins, super admin notifications, going to our real email Update Revenue, Revenue Intel, Module Tracker Add Campus Manager to Super Admin so we can start uploading and tracking videos there and seeing who is watching 🕵️♀️ Activity Log (potentially group by chunks of time & user instead of every date stamp.) Should we have email, tasks, automations in super admin? Wondering if we can somehow integrate Roam/Featurebase/Internal comms? Or something. (much later thing, just an idea) I am sure there are ton of other things you have noticed since you user it more but I feel like that is why I don’t use it as often as we could because the data doesn’t feel accurate.
Drag & Drop
It would be great to have the ability to drag and drop lead phases, project phases, service roles different cases such as the flow or alphabetical order without having to start over.
Timelog Status
Currently the timelog status field on any timelog entry can be updated at any time by any user. This allows for the potential of unwanted changes to timelogs after internal reviews and client billing. The authority to change a status and the underlying information should be managed in permissions and/or at the project level. The project lead, principal designer, or studio mgr should have restricted access to update the status to “reviewed” (bulk functionality needed). Once reviewed, timelogs cannot be edited and can only be reopened for editing by one of them. Further, the status of a billed timelog should only be able to be reopened if the timelog is removed from a client invoice or if the invoice is cancelled. Otherwise the log details should be locked down for editing for everyone.
Specific Emails for Specific use-case
For example, quotes reply-to email go to ABC PO emails reply-to email goes to XYZ
Contact/Vendor/Contractor list sorting.
It looks like contacts, vendors, contractors lists default to the order in which items are created? Is there a way to sort by name? (I know you can use the search feature, but I think having the ability to sort the list would also be helpful)
Ability to Input Client Price Directly in Library (not using markup/margin)
I typically sell goods at MAP pricing to clients - I’d like to be able to add this price directly in the product clipper/library without needing to reverse-engineer what my markup is!
Turn off or remove product dates assigned to show on the calender
we don’t want to see these procurement dates on our calenders and there is not a way to hide, unlink or not prompt that to show on the calenders. our calenders will become mass chaos if this shows every date of all active products what would be more helpful is to prompt creating a task instead for follow up on the est ship date to check on that status of that product on that date.
Creating a task within a product
when ordering a product, and adding leadtime and due date to follow up w manu on status, it would be nice to create and assign a task while inputting this information in a product details page. this is a partic task that we will be creating with every product upon ordering. it would be more fluid to include this task step while in the product rather than creating it in a sperate part of workroom
Sort contacts, vendors and contractors lists by name
Add the ability to sort contacts, vendors and contractors lists by name instead of the default creation order. Search exists but does not provide an overview of the list in a chosen order. Sorting would make browsing and locating entries faster.
Single click to Product URL links within Product
to save the step in copy/pasting, we are constantly returning to the websites. a single click to open a new tab to the website would be so nice!
Vendor "Tags" as Product Category
I’d like to “Tag” a vendor by the Product Category rather than the “tags” we generate for other items in Workroom.
"Grouped By" ease of selection
can there be a box next to any of the 'Group By' categories to check and select all products in that grouping?
Ability to upload vendor quote directly to quote.
Ability to upload vendor quote PDF directly to quote so you dont have to add yourself as a vendor rep to do it.
Custom label for "Markup" (for example "Purchasing Fee")
Echo's firm is in British Columbia. Under BC PST, calling a charge "markup" means the item is resold and changes the tax treatment, so her contracts bill a percentage "purchasing fee" instead. Today she removes markup on every item and adds a manual "20% purchasing fee" line at the bottom of each invoice. Requested: an account-level setting to rename "Markup" everywhere it appears (library, clipper, estimates, invoices) so she can use it as her purchasing fee and have it calculate automatically. Default stays "Markup" for everyone else. Before building: check with the Vancouver user whether they handle purchasing fees the same way, and assess how complex the rename is across the system.