Q&A Webinar : July 18th, 2023

Welcome to the succeed with software podcast brought to you by SuiteDash today's episode is from one of the bi-weekly q a webinars to participate live just follow the link in the description to sign up and submit your questions be sure that you're subscribed on YouTube and following us on all social media to get the latest videos and updates about new and existing features alright so let's get started welcome welcome everyone this is Mike I'm the founder and CEO of SuiteDash it's Tuesday 1pm Eastern Standard Time welcome to the SuiteDash q a webinar thanks for joining us all right

So let me start off by getting everyone here to jump into the chat let me know that you can hear me let me know where you're joining from let's see who we have here with their keyboards ready to roll let's see I have some questions that we want to try to touch on today and also some um just some items that I want to point out find the chat guys find the chat or else I'm think I'm talking to uh just um am I muted all right there's Caitlyn of course I know where Caitlyn is all right well

Then we'll just shut the chat down maybe not gonna make it nobody wants to chat today or we'll just do it like this all right that's fine okay uh so for those of you that are new to SuiteDash I'll just go ahead and start as I normally do to encourage you to create a free trial if you haven't done that there's no danger there it's your best possible way to get your feet wet in the platform and start to understand how it can be used to benefit your business as you're doing that you definitely want to check out the help documentation this is where you want to just type your questions right in here in this search box or you can interface with Kevin AI who's powered by chat

Gbt trained on the SuiteDash help documentation so this is a work in progress you are likely to get some helpful answers here there are some difficulties associated with chat GPT in general that even huge corporations I've been told in red that even huge Fortune 500 companies who are trying to use chat VPD and AI in this way that I'm that we're displaying here are having the same issues we are and oddly enough this is known in the industry as hallucinations so artificial intelligence smart as it is

Has what are called hallucinations and so Kevin AI is no different and occasionally you'll get an answer that completely doesn't make sense where the AI has borrowed I'll say some knowledge from some other source and included it so if you see that please just um understand that for what it is apparently Millions tens of millions of dollars are being spent even by the largest corporations in the world to try to figure out how to prevent this but as of now still a poorly understood Dynamic of artificial intelligence so maybe you'll find that piece of information interesting

Although not useful in our in our context but it is interesting yeah the machines are hallucinating as they say all right uh beyond that uh you're welcome to get started if you'll see if you start your free trial you'll be able to go right to Academy click Academy here you'll see the SuiteDash Academy where you can start in the SAT series which is where we would always recommend that you start and this is a series of lessons and videos this is all constructed and built in our very own LMS so this is exactly the kind of thing that you can build inside your LMS we built it inside our LMS for you so you

Can see what's possible and also how to start configuring and building your portal experience okay so before we move to the Q a section of the webinar I want to discuss a new fee a newer feature that has been rolled out in iterations and that is the hide individual mode as we call it here but essentially what it's designed to do is give you the ability if you're working with companies so in cases where you prefer to work with companies and contacts only exist as primary contacts in

That in that Paradigm you may want to prevent your primary contacts from accessing the individual mode or the individual profile so what that means is let's see if we can be a little more clear here let me do it here so in the case where you have a primary contact who is the primary contact for multiple companies they will have access to what we call the profile switcher where they're able to designate which company they are currently representing okay so in this case I logged in the primary

Contact is let's do the new tab so we can stay here is Harrison Ford he is currently representing Millennium Falcon Incorporated the company profiles here and the profile switcher is here okay so Millennium Falcon Harrison Ford now if we were wanting to work with Harrison Ford in an individual way meaning outside of his company completely disassociated with the company the bills would go to him personally so think in terms of personal taxes personal bank accounts versus company taxes company bank accounts which would be this in this current when this

Is activated he is here representing the company and he can operate as the company because companies don't have fingertips companies don't type on keyboards and companies don't run mouses uh people do and in this case Harrison is here to do that on behalf of Millennium Falcon Incorporated if you work exclusively with companies and you don't here's you say to yourself well I'm never going to work with him as a personal person and because you know he doesn't need my services as a person he's only using me as a company you may want to just hide this completely to avoid the switch because when he switches into individual mode all the invoices and portal experience that

You have created for him associated with the company uh will cease to to do that I think I've already um in this so what you want to do is instead of allowing this to be to be shown you can um sorry I'm just okay here uh you can hide you can go into um where is he second right there sorry here's the floor you can elect to hide the individual profile okay we can do that in edit so here in edit you will see the company connections for this particular contact this is

The primary contact of this company and you can activate this setting prevent this primary contact from switching into individual mode in which case now when I say this he will not see that individual profile and every time Harrison logs in using his login credentials he will be directed to represent Millennium Falcon Incorporated only without options to switch and in a lot of cases when companies are working with companies um let me finish my thought and then I'll reveal uh when companies working with companies this is preferred preferential because um you

Just don't want to introduce that that confusion Factor all right let me let me reveal how my ineptness for the today all right sorry guys everyone was trying to chat I think and was prevented by my setting that I forgot to unenable all right sorry about that everyone hello hello all right hi Bryce Adam I see a few others that probably were doing the same so my fault my fault okay let me turn this back off and we'll we'll turn it back on in a second okay uh so that is available here in edits here in contact it's also available in the case that you have in a kickoff form if you're onboarding CRM

Targets using a kickoff form and you have you want to work in this company mode you'll have the company field will be added right and when you have the company feel the official this is our sort of you can you can't just add any field and call or custom field and call it company name it has to be the one that we provide for you which you can find if you don't know where and CRM contact Fields it's right here this one okay when you add it into a form this one has specific settings that allow you to to customize how the company field is going to be parsed and interpreted by the platform the important one is here is when you say we use the company as the target this is the mode

That I'm I'm saying if you work just for companies and you work and work with companies and have companies become the target of your automations and companies the assignee of your invoices the uh the the assignee of your projects you'll want to enable this and if you enable this and only if you enable this as you see here you'll get the option to prevent the primary contact from switching in individual mode individual mode and you can enable that and now from the beginning from the jump this contact will never see that individual mode as they are onboarded okay so this is an additional layer of this functionality and then the final layer to make you aware of is here in

Contacts so this one this part of the feature is only recent and it's in response to community demand and also we've always planned to have it but now it's implemented you can bulk edit choose multiple contacts here or choose by circles you can be very selective about how you want to apply this and then you can choose here to bulk modify individual mode visibility and once this is activated now you're going to tell the platform do I want to disable this for everyone in this circle in this case you leave it off if you leave it turned off it's going to disable as it says here meaning

Disable the hiding so it will they will have access to individual mode and if you enable it will prevent them from switching to individual mode okay and now if I was to process this it would take effect instantly on every CRM Target in the circle famous directors okay is that clear for everyone the bulk edit Edition there's kickoff form functionality and also when you're creating the one other place that you will see this is in create company so if I go to create company and as I'm manually creating company I

Have the option to also prevent in this case okay all right so I think that's that can be really helpful for those of you who work yes Adam that's correct in in the case Adam says this is helpful for some clients who aren't just aren't aware which profile they're signed into um in this case you'll if you set it up and use it to its full capability they should never understand that there is another profile the good thing is you can turn it off if somehow you run into a situency and they say hey uh you know I really enjoy your services I'd like to use to use you for my personal side at my

House or whatever it is you can you can disable it and start to work with them in that way and um this is prefer preferential because in cases where you have a company and a contact who are working as a company and then as an individual in two different ways you know the invoices should be separated they should be paid by different bank accounts they should go uh into different buckets so that they can be treated properly by taxes so this system is rather elegant in that it allows you to operate it allows us to deploy a platform that can be functionally correct for a wide range of use cases some people are just working with individuals that's

Just the way they they want to work or the way that all of their Community is working they're all safe sole Proprietors and then you have some that are sole Proprietors some that have corporations some of you are only working with companies so this this construction had to be flexible enough to accommodate all those scenarios and flexible enough to be adaptive when those scenarios change and I think we've accomplished that I think it works really well and it's now coming into a state of um refinement that I think is is pretty well executed so very good okay so that's

That is something that's recent not all of it but the bulk edit part is the most recent okay let's move to any questions that would like that you'd like to put into the chat I'm happy to address those and then we will start to think about some of the questions that were submitted in the form as we moved as you guys signed up right so any questions in the chat you can go ahead and work on those and drop those in otherwise we'll just kind of look at some of these other questions okay uh shades of purple hello how are you do you have uh can you if you have a name if you

Submitted questions that I can associate with um if you submitted questions when you're signing for the webinar let me know so I can try to associate and make sure we're answering all the questions it's been nice to see you okay let's start with I see oh here's one let's see oh these are okay seen these Adam this is good okay let's go with Adam's questions he's here he's ready all right actually I don't see him okay thanks Adam that's good okay uh uh all right I do have these that's great okay so Adam says are there plans to update the projects UI yes Adam in fact we have mock-ups completed and

Ready for that it's a it's not a complete rebuild but it's a functionally um it's definitely a good it's a nice step in the right direction um yeah I think it's definitely an improvement so I think you should look for look forward to that so allowing us to change Fields displayed on the project list page you mean in the in the in the table in the in the list meaning columns or something like that Adam I think it's possible yes you're looking to probably use custom fields in that way they're

Pretty s okay so the problem well I won't say no but I but it's hard for me to say yes for sure um the problem with columns is they're just not mobile friendly okay they're just not I mean they're different you if you're running a big 22 inch 26 inch monitor it's great right everything's spread out but as soon as you go to a 13 inch laptop or smaller things start to wrap things start to look um not that nice you can have a side scroll horizontal scroll for the columns with a shift you know scroll wheel on your scrolling and that one does work yes the advantage of columns is all as you probably understand is the filtering and sorting can be

A little more powerful than a traditional like a card view or a tiling view so that's that's the the trade-off but and especially when you start to roll in custom fields for some people those mean short strings and short text for some people it means a lot of text so but yeah good good input and good for me to understand that's that's something that you can concern with so that's great allowing custom field updates for project custom Fields through the other that's okay so he says allowing custom field updates for the project custom Fields through the update form that is currently available uh Adam so let's just look at that so it's

Clear unless it's not yet released let me let's look let's look I think so yes okay so this is an update form Adam and this is a project custom field the difference here what you need to look at is this this data should be applied to which first if you identify a project generator in the automation associated with this form you're saying I want you to put the data from this project custom field into the generator that will be generated when this form is submitted so this is quite useful if

You were for example using this update form as a secondary touch point and an onboarding so you maybe you use a kickoff form as the first encounter you bring them into the platform you present this update form on a dashboard or portal page and as they complete it it's going to generate a new project and dump all the project custom field data into the project that's generated or or you can say into the context most recent project okay and this is going to be a situation where in that kickoff form or in some other mechanism for earlier in your funnel Ernie earlier in your customer Journey you've already created the um

Project and you know because of the way your workflow is you know there's not two projects there's not four projects or or you know it's going to be the most recent project maybe you just created it in a step recently before so in this case you say uh most recent project for sure that's going to cover it okay and only you'll know that in your workflow and then the third option is more complex and then give gives you the ultimate flexibility and that is projects title starting with the following and this is intended for those of you who may have multiple projects going for this client or on any client and it's not so obvious based on your workflows which project they might be trying to put data into right or

Um maybe it is obvious which it is obvious which project but because um of the workflow might they might be working with a project from two months ago or maybe one month ago so it's not the most recent it's not just generated and in that case what you'll do is use this strategy you will create a naming mechanism uh for your projects that allow you to use this logic to reference the project properly so if you have um different types of projects you'll start the project title with a specific coding right some kind of code that you internally agree on and establish and then in this workflow which is intended to

Update that particular type of project you'll identify the first letters you know if it's a website for example maybe you decide that internally you're going to start all websites with this code and then um put the client name here whatever but it doesn't matter uh you don't have to get the whole title you just gotta have the first letters and what we'll do is look through we'll know who the target of this form is the person who completes it will look for any project in their list where they're the primary contact in that um the assigned client that matches these first five characters and we will put the data into that project So

Adam says in our case we're working with insurance companies and need to update amounts as we receive info so it could work here Adam it's it's it's hard to say what I would say is you could probably depending on how the project needs to be identified as you would that way I would think it could work is that you could create an update form and use the staff submit option and that way you're saying that in that you need to update the amounts your company I think and as you get the data you'll just use staff submit to identify the the CRM Target and then submit the

Data you'll custom build the form to match what your needs are as far as that um updating so here if you look here on the Project's list if I go here I can do a staff submit this will open in a new tab and now as you're needing to update you're going to search for the specific client you're updating let's just say this and now you can fill out the data and maybe you just custom build this it doesn't have to be pretty doesn't have to be public facing it's just a data entry and then you click submit and now you can easily switch between client between client between client and update these numbers and then the form will execute itself and

Use all of the associated assignments automations it will put the project data into into the project identified here in the settings as you configure it does that make sense and I'm wondering okay do you see a path using those Logics that can get you where you need to go because I'm okay so he says not really what where's the disconnect what logic do you need to quickly put project data into the correct custom fields for the correct CRM targets that's

The question all right so let's see let's see if we can continue this conversation but I'm going to look around need to update custom Fields based on the project I'm in well that's pretty that's okay as well Adam what project you're in you can do that directly from the project so here in the project any project you can just edit the project and update the custom Fields so if it's this one for example just click edit and now you can edit the custom Fields here at the bottom here and if you're in a project as you said I'm just interpreting what

I'm reading and I'm trying to offer a so let's just say you can click edit from here from any project all right so Adam says he understands that but I have hundreds of fields I thought a form would capture only the info I need to update at a certain stage I see uh-huh well it depends Adam I I probably would have to ask about five or six questions and really kind of get to

Understand what you mean but one form will not adapt to capture only the info you need at certain stages you may find yourself needing to create purpose build forms to use at different stages that are adapted for that particular stage I'm not sure how the platform would know or understand which Fields need to be updated at different stages in a project without some direction or creation from your side to help us you know draw circles around those and the way I think that would work is is creating update

Forms that are designed to update the project but as you say different stages yes that's right and I think that's the only way Adam Adam says yes that's fine I can add the fields I need to update in the individual form I think that's right I think that's the only way that this platform can understand what group of custom Fields you would need to update at any particular stage and so if in our example just to flesh it out a little more if we had five stages or phases if you're using phases I'm trying to

I'm trying to think of how we can automate this a little more [Music] interesting well what you could do is is in the phases you could set up phases or in a task on the task level you could set up an automation to email specific staff members if you're doing this on the staff side I'm gathering you can email a targeted staff member to let them know okay this task or this phase has been completed and that would be triggered by the completion of the task or phase that email would be sent by an automation which

Is triggered by that and that would be your cue to say okay now I need to go now and uh go to this particular update form use the staff submit option select the client and uh you know the data now one place we do plan to go it's not there yet is to um have update forms that you can build and just host directly in the project in in that case what's nice about that is that those update forms will be available to say the client you can um provide visibility there also to your staff and then there's no because they're

Inside the project which is I could think of partly what you're saying yep that they would be able to submit that form and there's no question about what project it is because it's directly inside the Project's suitcase is the way I kind of like to think of it when you think of our projects think of them like a briefcase not a suitcase briefcases are for business suitcases are for pleasure all right so think of each one of these like a briefcase and that only people who are assigned to this project in in your staff the only one they can see they only they can only see it anyone who's not assigned to it cannot even see the project and when you open the briefcase which is the project everything inside of it is protected and

Shown and available only to those who are assigned to the project unless you override it with settings we provide but if you look down here only these people who are assigned this second these people will see this project so another benefit of this strategy that we're discussing Adam is that only these people would be able to access the forms for example and submit the the updates and therefore update the project data yes definitely see the value there and uh that is something that we are moving towards the next thing that's coming to projects that I'm that I know is in the pipeline now is what we call Project notes which will be a very similar lightweight well a lightweight

Version of notes that you can create date stamp timestamp notes about the project and beyond that would be something like project Pages or like a Wiki project Wiki um and that is the construction that's where the update forms would be embedded and available into those pages so it's a little bit down the road as we extend here but yeah it's good to know we're heading that's the direction you're thinking of that'll streamline what you need what you're needing to do I think pretty dramatically and also uh but just as working around now Adam let's think about this right uh you

Could create a portal page for each project this adds a little bit of of admin time but it would help you you create a portal page for each project no this is wrong I'm going in the wrong direction pretend I didn't say that because I was thinking you could embed poor update form there but because it's not directly associated with the project it won't accomplish the goal that we're looking for which is to eliminate that project selection okay okay good let's go back to your questions and make sure we're pretty much through them okay so that tastes okay being able to reference tasks or a project or project

Custom fields from a dashboard maybe yes I mean we have some ideas about that but but the existence of multiple projects becomes a little bit difficult because project custom fields are generic to all projects and the data that however is unique to each project so if you try to put a placeholder or try to say for this logged in user that's logged in CRM Target I want to show the value of project custom field Alpha if they have more than one project we don't know the value so in that case we would have something like a project switcher where they

Could switch from different projects and then see the values there so that's that's doable This falls in the into our categories of um custom blocks custom reporting custom functionality blocks for the content block editor so that you can use them on dashboards but yes that's great I want to make a note here give me a second trying to break my flow here and too much project okay gotcha being

Able to sort slash order custom field inputs in the project information tab okay I think I know what you mean in the you're referring to the information [Music] here in the if there's data here in this project description here yes yes it's because you need this because you have hundreds of custom Fields I understand yep so you're

Looking for a little bit more of a what if a search here would be addition probably the first useful thing that we could provide so that you could surface not project description tab next to settings here this is the edit yeah so in here you mean you want to okay I understand you want to sort the order of them interesting uh-huh okay so that would fall into a cat and that's good yeah that's good and something we could probably provide fairly quickly when I say fairly quickly I mean tomorrow or next week but what I mean is more um in

The sense of so imagine this if we treated here's a quick edit for we call this Dynamic data View and this is related to contacts and ethereum targets contacts and companies but if we use the same UI and in a project and gave you the same UI that gave you the uh project because these are all custom fields or at least down here they are and this allows you to set a favorite if you set favorites then you can reorder so essentially you could create a really quick yeah okay gotcha and that's that's good too I mean it falls in line with the

And falls in line with the development Direction project custom Fields as you probably are aware are not new but they are evolving based on feedback from users like you right so we've gone a pretty long way we've made them made them so that you can populate them from all the all the forms you can use them and deploy them and display them and those kind of things but this is uh sort of a next level of that so let's just say Dynamic data View for project custom Fields yeah it's good it's a good idea and it's again completely in line with a direction that we'd

Like to go and it's UI that we already have so it's familiar and synchronous so I like it yeah okay all right good let's see um got it and allows to generate a document allowing us to generate a document from a project that uses project custom fields that shouldn't be so difficult either uh using a document template I assume that you're discussing that you're referring to yes a document template okay so from inside the project then uh generating a document would just be a matter of sorry it'll be a matter of making

That as a directive and then letting you select the document template which you would have pre-designed to accept data so you'll have all your placeholders in that document and because it's coming directly from a project that you're inside of and you're already in the briefcase as we said before you'd be able to we'd be able to properly and correctly identify the data source and make the merge and get you your document so yes also well done that's right that's right again we're going the right direction we're thinking the same here although you're helping us by identifying real world use cases

Uh one second dynamic documents generated from Project data source directive inside project okay I won't I won't go all the way into my my normal speech in this method in this place but because three dash is a generic platform there's no way we can anticipate all the ways you guys will try to use this and as we build tools uh our policy is in the way that we our strategy is to build early iterations get them out there and then be very very quiet and

Listen and listen what are they asking for and these webinars are one of the primary ways that we found very useful things come to light in the sense that you guys have great ideas and you're trying to solve you're using the platform to solve these real world challenges and because I am here and you know I'm no hero but I do know quite a lot about Swedish by necessity and by function so um and the behind the scenes is all very very transparent for me so yes it's we we can work together in real time to understand exactly

The methodology what needs to happen and also how feasible it is and how applicable it is to our strategies going forward Etc but yeah I think we had on some valuable things here um Adam great job thank you okay so I think that was all your questions none of them were like you know super home runs today but they're they're all we're all on the right track and I will do I'll tell you what we can do is I can really try to look at this uh Dynamic data this one you say will save you hours per week that one I think is not a far afar walk for us so I it's on my list let me see that's the one I think you can get the

Most return from in the shortest amount of time for us okay all right Adam says we'll get some of these other questions too guys I promise but let's see we're going to hurry Adam says yes can you talk about a bit about HIPAA compliance and how you support it we're a HIPAA compliant platform Adam we uh are certified in the ways that you need to be for HIPAA we and when you say how you support it if you need a baa reach out to the help team but in general we do also have just search SuiteDash HIPAA and we have an entire page there that will allow you to move through that information all right

Bryce says when will we be able to implement dialing out and recording calls via integration with twilio not in the short term Bryce but it is on our it is on our roadmap as far as an internal targeting but first what is in our short-term roadmap and and um that thank you Caitlyn uh what is in our short-term roadmap is two-way integrated built-in native two-way SMS texting messaging and using the platform as your admin side messaging component and it will integrate with your Targets on their natives

SMS messaging app Okay so imagine that you want to message one of your clients or they come through the remote chat or any one of those things this will all be done without you needing to build or buy a twilio integration connect any of that you won't need that everything will be done inside the platform so it would be native in that way that's the most important priority for us going forward as it relates to that kind of functionality dialing out and recording calls is probably going to be a little it's not really really high on our priorities and it may be on yours but it's not on ours and that and I'll tell you why it just in whether

It's satisfactory to you or not I I can't say but the rationale is we're not a dedicated CRM platform even though we are CRM we are provide try to provide as much CRM functionality um as is practical and this makes sense with our overall strategy what you're this dialing out and dying and that kind of functionality even though it's more and more common it will become you know very common because it's not so difficult to pull off these days with these Integrations but it's a very sales focused very CRM sales focused um functionality that we just

Have other priorities that are bigger as far as an all-in-one platform we're working more towards an all-in-one toolkit and that's why that's why so it is there but I would call it in like the top five slash ten percent of the CRM um nice to haves for most people like literally if we had it probably two percent of our of our customer base would use it maybe less is my guess for you it's like gotta have it right but for most people they won't use it they'll pick up the phone and they'll call or they'll do Zoom meetings or all these other things so I totally get the usability of it and the practicality of it in some organizations and some workflows

It's awesome or you know um when when one of your clients calls that number that's VoIP through your CRM or you have a tombstone that pops up and you know exactly who's calling and then the the platform automatically switches to their dashboard here where you have all the notes and everything set I get it I get it it's just it's just if that was all we had to build CRM and make it like okay let's make the best CRM on planet Earth we'd be there yeah we'd be there but you know we're building around 15 different tool kits that uh long term will be incredible all to get currently is incredible altogether but uh you

Know we're playing the long game here so it's going to it's going to be let's extend let's enhance let's refund each one in a incremental way towards the Perfection you know which is what you're you know which what I would say if we got our CRM and every toolkit to the level of that 90 95 percent on par with the industry leader in that niche across 15 niches right I would be you know I just be trying to figure out what to name the yacht at that point right that's all I need to know help me name the yacht guys because if we have if we have that then that's that's the reality right what's

What's uh who would use anything else if you had 15 toolkits that were dominant in their niche against people who only had to build one so it's just not it's you know I get it I love that that'd be amazing and I know right where um that gives us something to shoot for but that's the reason yep thanks Bryce yeah I hope that's I hope that's at least logical to you um but cool but here's a here's a ray of Hope after all that right this this SMS two-way integration I'm talking about is going to be built through twilio through that functionality which means all those all those connections are already going to be very well used and very understood and very

Well implemented um so what comes after that well yeah you're right they have a they have an API and an entire integration for that that next thing including they have video meetings they have all the things that you can plug right into um so once we have the entire infrastructure built for the SMS extending it will not be a huge challenge it'll just be the next logical step so will it happen could it happen absolutely absolutely just a few other things in the way okay uh Mitchell how are you doing sir Mitchell says any plans for custom field folders or forms folders for better

Organization it's not awesome that we have mile long forms custom field list to go through that's interesting yep we do have uh as you know custom field categories let's let's take them one at a time let's talk about custom Fields first custom field categories would be the very logical place to start to translate that into a visual um representation of that so as I think what Mitchell is trying to say is that if you open up custom fields we could do a little bit of organization here in the sense of um maybe a sidebar here with the different types and then

For all those that have categories then there may be a videographer category which will be a folder in your world or in that visual representation an audio engineer Etc and then uncategorized might be a folder this would give you a way at least to to start to organize these into different um visual organizational yeah but you can always filter really quickly here so in this case I can just do a quick filter and get them all here which is not too many more clicks than the folder but I get it I get it and then for a forms folder same thing I mean if you're looking for a forms folder I think the obvious segmentation would

Be by kickoff update or or general and then the next obvious segmentation would be we could provide categories for them that would give you a way to put them into folders and changing folders would be the equivalent of changing categories but the advantage of categories in some cases is similar with tags depending on the the software you're using is that you can represent them by and with more than one in case they happen to fit with more than one so yeah there's I think there's some pros and cons to each but yeah the filter is is pretty well located boom and then you just do a couple clicks and you're there in

Places where we have more complex needs and I'll just go to like say my task for example or all tasks is a really good example as a super admin you can go to all tasks and you have every task that's not private to a an individual you have every task that's in the system and so you can use a field these complex filters to filter out and then save that filter for example so you can have multiple filters saved and they're presented in a drop down menu here and you can even set one as your default so you can create a complex filter save it set it as default so every time you load my all tasks it loads

With the same configuration so in places where the filtering becomes more than one two clicks as I said before I think this would be our strategy to let you create complex filters and save them instead of default because ninety percent of the time if not more when you arrive at that destination you're kind of looking for the same view the same starting point anyway right okay good Mitchell let me scan for some other questions that were submitted that I might be able to answer quickly uh yeah this

One is hold on one second okay Bryce is here good yes okay so Bryce says is there a way to create a global format for a portal page as in having a heading that you created on your website you want to store it for later so you can use it multiple times versus having to create every time yes well yes and no but I'll start with yes so portal Pages you can have portal page templates price and you can save a template and you can load that template to start with the disadvantage of that and why we need more while we'll have another construction on the way here's your templates if you want to create a new page you can I believe

You can apply the template from here afterwards let's go here load template and now you can select from your templates that you have created here let's say this is your starting point now click use template and that will be zipped out let's see I'm not sure I did that quite right I think we should probably there it is okay um so this is one way but the problem is maybe not in the case that you're asking about but the problem in some cases is that you have existing content that you're looking to add a block to or add a row to that you

Already have completed and saved canned is a good way to say it um and for that use case oh but the problem is is that when you apply template it overwrites everything here and only has the content of the template so that is not desirable in some cases so what we have uh design spec and really at the beginning of the pipeline now is what we call Global content blocks Global content blocks will allow you to create blocks like maybe you just want this row and that's all you want and you want to save that as you said like a header and you'll save it as a global content block and then you'll you'll call it and insert it here it

Will actually be grayed out it will be uneditable unless you uh request to edit it and when you request to edit it it's going to say okay but if you edit here's two options here you can edit this block and when you save it it will your your changes will be reflected everywhere this block is used so let's just say if you have block Alpha as a good example and you use it in six different portal pages that's your plan you want to present the same information everywhere and then if that information changes like say it's a policy or or something that you know if I change this in one place I want it to change everywhere that's great you go to the to that block and you say edit it gives you your two choices and your one choice is if you

Edit this here it's going to change the content everywhere you say great that's good for me you do that the other choice is you can say I want to edit this and I want to separate it I want to Fork this content away I'm going to slice it off of that content Block it's no longer going to be Associated and when you take that path we're going to disassociate it from the global content block and it's going to live here on this page as independent content from that point on and so there's use cases for that when you need to say you know what here is a little bit different and then maybe you change it and modify it and Fork it and then you decide you want to from this menu save this new one as a different Global content block

That's applicable for other use cases as in here and then maybe you want to use it in other places in the same same form and formation of that data does that help you Bryce I hope that does yes great okay and as in all of our templates I just want everyone to understand that you can access them well as with all of our templates you can um access versions of you can access templates from the template Library but also we give you each person

Each account has the capability to take say this one that we just used and I can contribute this template to the template library and go through a process of sharing it with the community okay so if you come up with something that you really like that's great you can also privately share this with someone let's say Bryce and Mitchell get on the phone call after and say hey man that I really liked that dashboard that you had can you any way you can share that with me and Mitchell say uh sure contribute template and you can go through this and then you can say share this template privately check the documentation for how this works but it's really simple it gives you a a hash what we call a hash very long strong code that you can share and the

Other person on the other side can redeem that code and it will instantly zip this template into their account okay or you can share it publicly to the community which everyone appreciates okay that will also be the case for Global content blocks will be the same and it's the same for all of our templates and I'd encourage everyone to spend some time exploring the template Library you might be surprised at the I think the quality of of templates that's here is quite High actually in in a lot of cases some of them are specific uh very specific to uh to different niches but some

Of them are very good starting points for for Content that you may have be having trouble getting started with this is marketing campaigns there's email canons there's form templates form tablets is a great place to start because they also will Auto generate the custom fields that are needed into your account so if you find one that's pretty close to what you want it'll save you the time of creating all the custom Fields as well so it'll just zip the custom fields and the form and the settings and the design everything right into your account okay and here's what I was saying before were you reading a private sharing key that way you can redeem the key and privately share

With someone else or if you have multiple accounts it's a very easy way to move [Music] Creations that you make from one account to another in a private way okay all right everyone I think we're we're at time I think the questions are pretty close to being answered if anyone has one last one I'm happy to try to answer it let's see oh Mitchell good okay okay Mitchell says first he says I appreciate you Mike I have to read that I had

To read the entire question thank you Mitchell I appreciate you too what plans are in place to build out the salesperson role with things like multiple deal stage pipelines yes the commission track I had mentioned on our previous webinar yes I understand onboarding sales P people and feel a little handcuffed well yeah you're creating something that's uh I think gonna be rather extraordinary when you're done probably so good one thing I can say is that in our pipeline now is already the ability Mitchell and um I'm loading some data into my Ram now from my deep storage uh the ability to change

The value of custom fields for salesperson for Associated salesperson an Associated coordinator in an automation right this is what we talked about so um just for everyone that wasn't here and doesn't get what we're saying what Mitchell was uh asking for what we kind of arrived at as during the discussion is setting the custom field value here we offer CRM targets staff Targets in some cases if it's a staff automation but what we decided that is possible is we could also Target A salesperson and

Coordinator custom Fields meaning staff custom Fields but because we know the target of this Automation in every case each target has a directly Associated salesperson and a directly Associated coordinator when I say salesperson it's primary salesperson because in shared mode you can also have secondary salespersons but uh the important thing to remember is we're going to be looking at who is located in the dashboard when you go to that contacts or that companies that CRM targets dashboard who is the person uh identified here as a salesperson if they are okay so there's a coordinator and sales person what we'll do in that case Mitchells

Will look at the Target we'll bridge that to their sales person or coordinator will let you identify a staff custom field here and then we'll change the value of the staff custom field based on your entry here I believe that will give you one more tool to help you a little further one more Lego to try to build build things together multiple deal stage pipelines is definitely in our in our visibility in the future um not not super short term we get some requests for that and I know I understand the use case definitely needed um

In the short term you can use deal stage categories to create unique uniquely Target specific categories but you can't vary the stages which I understand and that's the next steps there not super difficult but just trying to look for the opportunity for that but yes in your case I totally get it commission tracking we're working towards that Mitchell we're working towards that and it may be that um we Implement something that's a little more purpose built for that and in addition to these other um custom

Sort of capabilities which is this is the changing of a custom field which I believe people will find this useful outside of the the use case which we're trying to put together but I think we're getting closer so if you had salesperson and coordinator custom field as a as a as a targeted capability and you can use current value uh is I do know that the limitation one of the limitations we're running into with uh the way that we're trying that we talked about doing it is the cross data of contacts

And staff so I'm still kind of thinking about that one though Mitchell that's good I wanted to yeah make some notes about something okay okay all right everyone yes Bryce thank you sir and uh good Mitchell we'll we'll keep working towards it try to build one little tool at a time and see how they're working out well yep let's see let's see how we how we continue I want to try to help you get where you're going because I I really appreciate the uh the effort

That you're using to try to put this together and that's exactly what we want to enable so yeah thanks for sharing and let's let's continue brainstorming together now to keep trying to get you the next uh the next piece that I can grab and and put in in your into your uh box of Legos and see if you can use that one to get a little step further and then tell me what you need next and we'll work we're working together okay all right Bryce thank you thank you Adam thank you Tanya I think in a few others here that you're welcome to come back anytime if you have further questions but thanks guys thanks a lot we'll see you on Thursdays the next webinar at 11 A.M Eastern Standard all right thanks everyone bye [Music]

Thank you