Q&A Webinar : June 2nd

[Music] welcome everyone it is wednesday 1pm eastern standard time our typical time is tuesday not wednesday but we postponed today i appreciate you all tolerating that let's go ahead and get started today um my name is mike i'll be your host let's get all of you to jump into the chat and introduce yourselves let us know where you're from let me know you can hear me it also proves you know where the chat is this is how you'll be conversing with me today so let's see who we have uh joining us yes all right hi

Wayne from alabama yesterol did i say that right from new york uh kristin from chicago hi kristen angela from wisconsin yeah angela i remember you from last week i was in madison um i think uh in september yeah pretty pretty place west palm beach louise how are you and heather from houston it's getting hot getting hot in houston hot in west palm beach even hot chicago i think now all right okay well thanks everyone for um i know there's other people here but clearly you guys can hear me uh joby am i saying that right joey i'm

Just trying to guess pardon me okay let's go ahead and get started guys we'll just walk through the beginning stages and then we'll start to look for questions um as what you're looking at here is the SuiteDash website if you haven't had started a free trial already i definitely encourage you to do that that's your best way to get a look at the software to start working with it and decide if it's going to be working for you along that journey the documentation is here at help.SuiteDash.com before you send of course we want you to send questions to the help team we love to help but before you send the question you might try typing the question in the documentation we have we spend an inordinate

Amount of time every week making sure that everything is up to date and screenshots links everything that you would need to find your way through the knowledge if you're more of a visual learner then SuiteDash academy is a good place for you that's where all the videos that are current and applicable to the current platform features you can find here work yourself through the simple start series then there's a tips and tricks series all these are very valuable especially in the tips and tricks series you'll find walkthroughs that will turn a lot of light bulbs on we get that feedback quite a bit especially something like this one or even this uh

Automatic automate project creation and so on yeah uh so yep izzy i'm gonna call you uh it'd be beneficial i have much more videos available yes that's true um so we're always working in that direction make sure you subscribe to the youtube channel to be notified when new videos are out um in the meantime yeah you can work yourself through through these episode five of the simple start series angela is asking about is uh probably in the next few weeks angela we're trying to get back to that one as in all of these episodes we're going to always allude

To the next episode and then sometimes that next episode ends up being out into the future but a lot of the things that are planned for episode five are really covered in something like this one for example forms and lead gen funnel this is more generic not using the exact examples there from episode 5 but it's very similar concepts right try this one angela this is really really similar to what would be covered in episode five just using a different um example right so i would say that's a good place to start let me turn the chat back on since we're referencing uh and then also the community the SuiteDash community is open to everyone even if you don't

Have an account if your free trial if you're not a paid member paid account you can come here you will need to create a new account for security reasons we require that you have a new um use your email and create a new password it's not the same password as you log into SuiteDash and you can do that here in the in the uh login page you just click register or sign up and you'll create a new password and you'll log in and you'll be have access to the community where you can enter interact with other SuiteMates talk about strategies and use cases etc okay so before we start uh just to talk about how this webinar goes so some software webinars are full walkthroughs

Of the platform we're not able to do that with SuiteDash because due to several reasons first of all it would take forever to get through all the tools secondly there is no step one step two step three that works for every user and you guys can just and by the way you can just uh post directly into the chat uh anything you have anything that you're posting uh but there is no step one step through step three that works for everyone so you're not gonna find that in our instructions here's how you do it because there's not one way SuiteDash is really a software that enables you to customize software for your business it's modular it's interchangeable everything's customizable so first

You need to figure out how you what you need to uh accomplish right what are what are my flows what are my funnels what are the things i'm trying to do then you'll need to use the SuiteDash components to create that there are a lot of great examples in the videos there are a lot of detailed examples in the community for example examples for example so there are a lot of places that you can look at very at constructions that may or may not rhyme or be close to what you're trying to accomplish and then you can extrapolate from there but it's not too difficult right i mean we're talking about an intake form typically that is on your website that adds users into a crm that you are then um tagging

Them with uh you know putting them in what we call circles which is basically you're typing your your customers as they come in you're assigning them to specific email marketing lists and and on and on all the different options that are available and then you work with them from there and and create and design experiences for one type of customer or client or two types of clients and and sort them put them in the right experience and interact with them as you go along through the journey okay let's uh go ahead and open it up for questions and that's what we do here is a q a webinar we call it this is a place you can come and ask questions as you

Work through your journey or work through your your design process and your implementations and here's a place that you can come and ask and get answers we can't always build it for you step by step but we can try to get you over the conceptual hurdles all right so let's work through the questions i'm going to back up here well is a yes but how could we do that so yes if we charged you 250 a month or we charged you per user then we'd have a great budget we could hire in a huge team and have one-on-one implementation sessions with new users as you suggest

But that's not going to be possible in the price range that we try to keep our software at is a very affordable to small medium businesses we that's our customer base small medium business not enterprise so we don't have concierge type service where you get one-on-one um hand-holding and walk-throughs so we and i don't mean that in a bad way but that that is what you uh are basically saying so what we try to do we try very hard to do is just create a huge resource of um documentation and videos in the community these weekly webinars that becomes a place where you can self-serve the

Knowledge and build it yourself get help where you need it okay angela says i noticed in one of the videos on email list subscribers that the mail was tracked showing links click is it the same for all marketing emails you send out do you mean okay well angel i'll clarify and just say what is what i can say is that in our marketing toolkit right if you create a marketing campaign or autoresponders yes all the emails that are sent out through that toolkit will have um visibility tracking meaning it was opened so opened statistics and clicked statistics for

The links okay uh hilton says question can portal pages be shared between accounts like if i designed an experience and then wanted to use this same experience in another account in a way hilton the answer is yes now you can't do it in a private way but the way you can do it is to contribute that portal page as a template to the template library so if you'll uh in any account as long as you have it turned on you can click the template library and you'll see that you could contribute that as a portal page template just like this one and then download that one into another account the other alternative would

Be just to grab is to build it just move it step by step move the code over but we don't have the i don't have a way for you to sort of indicate i want to send or share this portal page tim template with another account and then define that account and do it that way so the answer is no no partially yes partially okay okay izzy says i'm a new user and have a very difficult time that the company with the contacts are combined as one is there any way to work around this issue well izzy let

Me try to understand what you mean so i think you mean company first is represented by a primary contact is that the gist of your question okay so so izzy when you add a company to and i'm just gonna walk you through a thought experiment here okay so if when you add a company to a crm how do you communicate with the company right what would you use to communicate with company email correct so if you use email then email is read by a person not by a company right so that email is somebody's email a person so

You can't have we this is why all crms have the same challenge and it's that okay well i need to work with a company i want to represent a company and i want to assign the things to this company but the in reality what you're actually doing is communicating with a person and so that becomes the primary contact that's true that's true and we well that's true and it may be difficult to do that but we are working towards the better the better the more common issue that people have with company first is that they

Need a primary contact to be a primary contact for more than one company which as of now is not possible but we are moving in the direction we have a planned task that will make that possible have the primary contact be the primary for more than one company in your case you have you're doing business on a personal level in a company level with the same person so as of now the only work around that you could use would be to have a different email address and keep them and make them as two different clients and work with them on a personal you can and when you're in in company first mode you can still work with um individuals

They don't have to be associated with a company you still can work with them just as a contact and then work with a company in in the same in the same way and still be in company first mode yep i get it i get it so you you're having some challenges around that and that's something we are working towards trying to make more flexible and usable in those ways all right let's back up and see okay joby i hope i'm not saying that wrong how can we create a task or project from email okay so joby let's clarify as i understand your question it's not

Possible right now but let me clarify what exactly what you want you want to receive an email in your email account you want to forward it possibly to some coded email address and then it would create a task or a project around the using the data from that email is that where you're going that's a fairly common functionality yep so we do have plans in that direction chubby but not now it doesn't have right exactly uh further plans and we have other plans uh for the later part of the year to provide a deeper integration

With email in general if you are google workspace or office 365 that kind of thing that would we would have more options around you could read your email even maybe in the in the platform and then be able to generate a project out of it directly there with with point and click and not have to use a forwarding email forwarding email that's coded with the correct um hash so that we can read it uh i'll continue with joby's joby says they have to log in an email to us i think you mean you're using the messaging feature let's

Go there so there's two options here joby so out of the box uh SuiteDash will when you send a new message you're sending what's called a a private message i think is the best way to talk about it it's not actual email it's the same type of messaging system that maybe you've seen with your bank uh or or medical portal possibly and this is a hipaa compliant messaging system that will does not transmit the content of the message outside the platform you send the message the recipient will receive an email notification that says yes i you have a message but out of the box they will have to log in to

Read that message and that authentication of logging in is what protects that private data that may be in that message could be sensitive health information something around hipaa that kind of thing and that is why that happens however you can make an adjustment using go to company settings here and we provide what we call convenience mode which means you're saying to the platform i don't need all that protection i don't need that privacy protection i would like to turn on this convenience mode and when this feature is enabled your recipient will be able to simply reply to the email notification with and this means they don't have to log in joby and they can reply to

The email notification it'll come back to a coded email address which we will then parse and their response will be read and inserted into the secure messaging thread okay so when this is turned on they will not have to log in they'll be able to reply and um that reply will be recorded and added into the thread no they cannot initiate that email yep just replies exactly now if they they can initiate a message if they go to the messaging um and in the future it's possible we could give you say like we could coordinate a special email address that would somehow kick

Off that messaging back and forth but in general if they're going to email you then it would be to your typical email address they don't have there's there's not an email address for this box for example yeah something we're thinking about for sure we're we're looking at a lot of different options for integrating email even though it's even though email's quite insecure and it's basically the number one security vector in all hacks that you that you hear about almost every hack that you hear about on on the news or um however that you read about it all starts with email it all starts with somebody clicking a link or you know opening an

Attachment so email is suspect number one in security but still doesn't seem to be going away right so we're definitely going to find way better ways to work with it that are a little more uh accessible so let's see where are we here izzy says where is the file saved when uploaded to a project task well you can always access them from the task izzy but also if you go into files there's two ways to access if you go into files and click project files or click projects then you'll be each project will have its own folder okay you

Can see here this one has two tasks or three tasks let's go into this from the collaboration on movies he has one file in it one task then each task will have its own folder here and then each task you'll be able to see any files that are attached to that task by clicking there or you can actually any of the files that are uploaded through the files tab inside the project can be here under public files if they're uploaded by the client also we provide a private project files folder that's only accessible to your internal staff okay i think that answers that all right let's scroll down and see where we are hilton

Says is this also tied to the mobile app with push notifications so as of now hilton our mobile app is a pwa which is called a progressive web app it gives us many many many advantages over a native app but some disadvantages for now so the many advantages are you can white label it your clients and customers can install the application on their device your with your logo when they open it it's your platform um every anytime we make a an addition to the platform a new feature or something like that it's instantly available it's instantly accessible on that mobile app so it's constantly updated

One disadvantage is it's still not fully supported in the ways of things like push notifications um but it will be yeah but it will be so android and ios android a little faster than ios is move are moving rapidly into the pwa game and enabling that step by step one of the last things that i think apple will let go of will be the push notifications but when they do we'll be there and then the strategy of going with pwa will be fully justified then we'll have everything that in the positive column and nothing in

The negative column but for now the positive column is very long very big and we we're currently accepting that push notifications is not possible all right as you said if you explain a little bit more how we could work in company first mode still work on two levels and just have a link as i saw a different software using two separate contact profiles for business and personal and just have a link as linked contact so izzy let me just let's let's clarify a bit so i think what you're saying is that you have someone who has a business and a correlated corporation probably that

You're doing the tax taxes for and of course they also have a personal tax um that you need to file and so you're working with them on the personal level as well and so you want to have two different presentations for them one personal and one business is that correct but you want to use the same email address do they not have a business email address and a personal email address because that would be the easiest solution here yeah that would be the easiest well then if you if you have different email addresses then i think you don't have a

Problem at all you just add one email address as the business client and one email address as the personal client and they have in our system they're completely different and so you can set them up differently and and and give them a different experience work with them in the way that i think you're intending and it doesn't matter if just because you're in company first okay so the personal side just because you're in company first you don't need to yes the portal will have two logins one with one email address one with the other yes but you want them to be able to switch easily between the two well it's a small issue i mean is

It an issue that's unworkable un unacceptable i mean maybe if you if your bar is way up there but i think most people would not run run away screaming from the fact that they have to remember two passwords but yes i understand the utility of of having that person be able to associate them and then somehow they can log in with one of those two email addresses and then have some alternative to switch from their one mode into another mode yes i understand the utility but it wouldn't be a high priority for us at the moment yeah i have to be honest it's

Something that it would be nice to have but we have many a lot of other things that we're trying to to bring to the table um but yeah recognized as as something that wouldn't be nice wouldn't it make an issue that the profile name is the same name i think when you mean profile name you mean just the first and last name or no only email address is the is the unique identifier uh in our system so you can't have two users with the same email address that's that's not going to happen something we validate against that's the unique identifier everything else it's not a problem if they have the same first name and last name for example when

You go to search and filter for that person you would come up with two results if you have first name last name but you would be able to tell them apart by because they have separate emails yes you can have two contacts with the same name just separate emails that's correct you can do that uh i mean it could happen anyway right you could have two john smiths or two mike bakers you know and if you're in the u.s you probably met a lot of people with the same names yeah okay good good i appreciate that or at least giving me the opportunity to understand exactly what your issue is we definitely we're definitely moving that direction more so because we have a lot of customers who

Have multiple SuiteDash accounts and what they want to do because they're running multiple companies so they say have uh three different companies three different SuiteDash accounts set up uniquely for each brand and they uh tire of logging out and logging in logging out and logging in so we are we we are having we are planning and have a mid mid level or mid-term plan to offer an account switcher functionality when we cross that bridge i will keep in mind that that we might should look for way to look for a way to allow you to manually would be a manual thing where you would say i need to bridge

Link or somehow link these two two uh clients together and say these clients are the same they want to be able to have a account switcher and if you did that as the super admin for example then that would be enough validation for us and we could enable that in their account and so then next time they logged in with either either of those they would be offered a switcher functionality which when they switched the first time we would we would force them to enter the password for the second account then once they did that once successfully we would record that flag and after that they would be able to switch seamlessly between them because they've not only have you authorized that functionality but

They've authorized it or they've proven that they can authenticate in both accounts still would be easier to have it just linked to contacts instead of clutter the contact list maybe maybe easy i mean if you have two contacts you would want to be able to navigate to one or the other of them and so therefore they would need to both be in the list i think or yep maybe i i i'm not saying there's there's not some clever solution to it but we will um we'll keep focused on that cool okay let me scroll back and look for

Questions anybody has any questions just don't hesitate to throw those in uh joey says when does the ticket module roll out well tickets support tickets i think you're referring to joby that's going to be a third third quarter thing so it didn't make it in the second quarter it won't won't be out by the end of the second quarter uh so think third quarter now that's going to be pushed well what you can do um what you can do is he is record a video do a screencast video showing that and send it in to help at SuiteDash.com just send the video in or link to the video and just explain and show what what you mean and

Just mention that that should be attention to me and we'll take a look yep that's no problem at all happy to look happy to see it a good way for us to understand exactly what what you mean and and options how that could work with us all right backing up through the questions i think we're all called up is there a way to search for a client by name yes ma'am yes kristen um if you go to contacts you just use the filter that's provided here in the contacts list just click filter and you'll just search right here okay so you say

Oops let me get that okay and then you're you'll go directly you'll load that client and then you can go directly into their profile there the client contact dashboard we call it here okay all right let's see as he says how do we use a portal template to integrate into my user okay so let's let's clarify a little bit izzy so when you say a portal template i believe you mean a portal page template which is this which

Would just load a portal page you would use that to create a portal page and then you can assign that portal page to your clients either as just a portal page that they would access in from the menu or as a start page which means that that would be the page that they see when they log in so for example let's look at here so this is a one of the ones that you'll see in the in the template library and this is set as the start page for this particular client or actually the circle that this client's in the payroll circle and when they log in they're redirected immediately here and this becomes a de facto dashboard for this client

Or this or all the clients in a particular circle so yeah i would recommend first of all understanding circles you can do that by watching simple start series episode one and then recommend understanding start pages there are a few tips and tricks videos that highlight that search for start page in the documentation and you'll find that so yes all right uh address says when will courses be available i think you mean lms and shamika says will the calendar and email sync make it to youtube and let me see what louis at least says okay

Uh lms b when will it be available can't really give you an uh number on that address and it's going to be still several several weeks away yeah it's something that we're still in in development on but as explained in our last webinar things don't always go exactly as you plan and you find ways to make things better or make underlying functionality better as you start to build and it just adds and adds so that's that's sort of the situation that we're in with with several areas that we're pushing in is we're taking extra time uh to to

Build functionality that's that's stronger that's more future proof that provides um better overall functionality as we move into the future and shamika the calendar and email sync very similar calendar is really getting pretty close now the two-way calendar integration with with google and that will integrate into the scheduling toolkit and so that is very close email sync still looking at that one and trying to weigh the options about how we would like to do that there's there's several options that are on the table some parts of it have been our look are being

Started but still not sure about that one make it in q2 i would say probably not you wouldn't see an actual full featured some kind of email sync that would be available in q2 yep same same logic and and reality as the others yeah all right louis says any way to create a buy button with a SuiteDash form that can be placed on my site instead of assigning an invoice profile and having them check their email to pay prospect can buy with three clicks currently way more clicks with SuiteDash not at the moment luis but it is something that we are definitely uh

One sec here sorry about that lms will be the first place that this will be functional uh so part of the lms build is around a new landing page functionality which will be using the uh content block editor the builder that we currently have on portal pages so what will happen there luis is there will be a a new type of block that will be implemented in that place that you'll be able to configure the pricing the payment functionality how you would like to pay you want to pay all

At once you want to allow installment payments are you putting them on a subscription those are the options that will be out there's some of the options also free would be an option uh and then on that landing page part of that blocks functionality will be a buy right now right here enter your credit card number right here and then uh all the functionality that you design around that experience will be kicked off directly from that purchase which will happen yes either on your website as an embed as you say or directly with that on that landing page using a friendly url what we call friendly url which are similar to this and you'll

This is a list of friendly urls that you can create on your own or you can in uh intake forms and on all the landing pages that you'll have you'll be able to create these which will give you the ability to create like your ur your custom url backslash this slug is what it's called in the web world which is a strange uh strange functionality to call something but uh yep that's slug and you'll be able to create that customer so the answer is coming up coming soon is that luis that's that's exactly what you're after cool

Great that's that's part of the reason that that um things are a little slower with the lms is we're building out all that functionality a lot of moving parts more than just an lms um we don't want to put it out until it's ready to be you know used in a in a functional way meaning i need to be able to charge for it i need to be able to give it for free or have uh drip textile content so there's a lot of levels that we want to have from the beginning okay kristen says it would be great to have a search at the top of every screen where you can quickly pull up a client or project by name without so many clicks to get to filtering i agree kristen i

Agree so that is something we have been thinking about do you think about yep um from the standpoint of so we can put it into a desktop right i mean look up here look at all this room that we're just not using right so i get it kristen but remember that SuiteDash is fully responsive and if you if you shrink this down to a mobile device then we are maxed out up here believe it or not this this icon these icons and this profile we don't have any more room to add up here so what is more likely is

That we will maybe move one of these or find a way to get a search icon into this place then when you search it'll be an overlay a dedicated overlay that will give you more options to search for example you would be able to say i want to search in projects or i want to search in contacts and yes do that search and go directly to that contact so it's also possible that we could put the the uh search box in here only in desktop resolutions and then as it goes uh down uh lower resolution to a tablet ipad uh into a mobile handheld device then we could replace that with some other

Way to get to the search so these are things that you know we just are moving towards and thinking about all right noel yeah good answer there noelle that's that's that's close um luis she said noel says hi luis the closest thing we have to a shopping cart functionality is work request and yes um we do have a lot of customers that are using the work request functionality in that way they use the itemized version of work request and and then enable the setting that requires that the work request be paid for see here itemized and then force payment immediately so then on the

Client side what it looks like is they just basically add items to a list that looks much like an invoice and they're saying okay i would like to do use this service i need to execute that service i want this service xyz and then submit and the next thing they see is an invoice that has those exact line items on the invoice with the associated values added up then they'll pay for that when they use their credit card and pay then the admin will receive that work request in this list be notified and then you can convert that work request directly even to a task or project and and begin work on it so that's kind of the flow that noel is is indicating there okay yes

And if you have feature suggestions vote.SuiteDash.com is the place to submit those and then they they don't sit there and go stale in fact everyone that goes there is going to look at every all the suggestions and upvote the ones that they like conceivably downvote the ones they don't like and we will know very easily what the community is asking for based on the rankings of those features so yes please contribute to that uh even if you if it's just voting noel provides a link there all right izzy says when will it be possible to assign a contact to a few companies as primary contact this is my second

Difficulty now since i have clients with a few companies izzy that is a pretty big priority for us yes it's something that we hear quite a lot from cpas and your cpa you told us so we hear that quite a lot from the accounting niche that they have some go-getters out there with three four companies and they need to have them as a primary contact for all of those companies so yes we realize that is somewhat of a limitation and a difficulty for you so we are we understand the architecture how that can work it is possible um just looking for a place in the current uh development pipeline for that to enter and

Become the priority in one of the past development paths so i don't have a num an actual number for you now or a deadline but i think you can expect it would be in the next month or two somewhere in that range okay um again yes and see izzy you see noel has shown you that that is a pretty popular request yep and so we're watching that and and constantly looking at this voting board and i went through it the other day actually and almost all the top items are either on our in current development or on our very very uh near-term short-term midterm

Radar so we're moving in every area that you see there all those are underway okay dee how are you uh do i think dee dee where are you joining us from i think you just dropped in for us uh d says how do you recess how do you make a recessed button like in the mad mad max demo account with the credit card um he's oh that's right okay houston a recessed button like in mad max demo um let me make sure i know what you're talking about here recess button mad max uh

Was it on my screen d or you saw it somewhere else okay yeah i'm not sure what you mean recessed button yeah i'll wait for an answer but i'm not sure i'm not exactly sure what you mean right now d okay let's look um okay thank you noelle so how can we work with it now once the company in contact is divided and just linked it should not be an issue i think you mean the primary contact multiple primary contacts i i don't really have a great answer for you izzy other than um multiple email addresses would

Be the the thing that i can recommend now that would work so then they would become three different users with three different logins if they had three different companies yeah every it's really there's really no other way that's like a hack or some some workaround that is clean that could really work that's really the only way uh hilton yes it is a third party service that we are uh using yep okay i posted a picture in the community okay voting bart let's see it's another page video on a portal page

Yeah i still don't i still can't i can't can't figure out what you mean dee and i can't i don't have access to i'm not able to uh jump around too much all my screens are are taken up so i'm not really able to jump around and jump in the community and look for it now it wouldn't be a good use of time here but uh maybe send it can you send in to help SuiteDash.com just send in the picture or whatever example and ask them you know how did you make this how what what what functionality is this they'll be able to help you yeah that'll be the best way okay let me scroll back recessed button look

At that man yeah i really i just really don't know now i mean i'm not sure if maybe you mean the um let's see yeah i can't figure it out sorry on a portal page yeah you don't mean in this in this um maybe you mean here and this kind of button this

Was in a video that's what i'm trying to so i'm trying to identify these these steps were part of a video all right well i feel like i'm definitely not being helpful i apologize for that okay sir would you do a checklist style it would look like it would have been it looked like it would have been a checklist oh i think you mean on a dashboard uh like a task widget maybe that's where you mean uh there is a what's called a my tasks widget which looks like this this is what you mean anyway

This this is a widget that shows all the tasks that are assigned to this particular client so he can see the task click go to my task or you can click view task and these are just showing whether the task is complete or not these are not in any kind of they're not in an order that will indicate okay this is step one this step two and in fact these could be from uh two completely different projects in this case they're not i don't think but in any case there was a credit card in the bottom i'm not sure i don't think i don't know dee so yeah just send that in to the help team and that'll be the best way okay

Guys any other questions i think we're pretty well caught up and if there's if there's not we'll go ahead and start closing out but in general this would be this is what we're here for so any plans for a kanban style layout in the future we have that now luis so if you go inside a project you can choose from a project list which would be yours your task list which will be here and then if you want to see this in a kanban format you can sit click that there and there it is so you can either run it in this configuration i'm on the client side so i don't have any other configurations or

You can run it in per um this one is per category it shows the categories let's go on the client side and we are looking to expand this as well uh and offer more options around the combine i think noel's yelling at me because she likes me to say kanban is that right noel or am i doing it right i can't remember maybe you can maybe oh i'm saying it correctly okay i was going to say maybe you can create an animated gif or gif no animate gif and show it to me all right so yes we have status

View which would work by the categories or you can change it to assignee view which will let you work based on uh who the tasks are assigned to okay so you can do it either way if you're just working internally this is the way uh this is the way uh most people would would do it and just have each person assigned or i guess the status in the future we we want to be we want to look at options for creating uh what they call swim lanes which would allow a a horizontal scrolling system that where each uh person that you see in assignee view would

Have a a lane for lack of a better word or swim lane and then you would scroll down and then maya would have her um her lane and those those lanes are would be individual per person as you scroll down but each lane would have a status view so that you can say okay this is maya's board she's moving from open to com assigned and then now it's this is in her working list etc or you could and you could do that per assignee yeah so if you go to the tasks to a project and go to tasks d or i'm sorry kristen see here from go inside a project so when you go inside a project you get all these options related to the single project team talk client talk files here i

Was referring to earlier you can upload files inside a project and they can be specific and contained within this project calendar timers phases etc but kanban's one of the options there okay and that's per project so you have yes exactly can all the fields and titles be renamed in a project be renamed d says yes d so one of which where you want to go is okay i'm on the admin side you want to go to categories we call it and categories is our universal sort of um just generic name for all the little categories statuses types priorities everything related platform-wide you

Can find here and you can go into all the task types task statuses you can create all your own and you can set one as a default so you can even reorder them and then whatever you do here will be reflected in all the drop down menus that are throughout the platform izzy says is there a way to move files from one folder to the other and the answer is yes so in any file or any folder excuse me you can go into that folder and see if i can jump onto uh might be easier in a place where i know there's more files in a test account okay he'll now i'll get to your question too

But in any one of these you can move let's start here ah that's about afraid of let's go to uh every client will have this these folders inside okay so now i can say i want to uh so i can't move this one i'm looking for one that i can move here anyway there's an option up here that says move when you get into the right mode but

There are certain places that you won't be able to move here we go so i can move here and i can say move and now it's going to show me a folder tree and i can designate and move like that okay izzy yeah and hilton says how does client talk work how does the client know you sent them a request or message email notification hilton so same as with messaging it will just be an email notification that will let them know that they have a client talk message client talk is is restricted uh usually to a project manager and above kind of roles not your teammate your teammates who are assigned a project won't be able to talk to your client but anyone that's assigned in a project will be able to use team talk

Which is the generic or is the method for communicating solely about a project and keep the talk or keep the the discussion inside a project about a project and that's a team talk functionality which is this okay and kristen snuck a question in i maybe didn't see here it is is there any issue is there any issue with having a flow that includes forms and putting the same forms embedded in portal pages no there shouldn't be chris and you can use a forum inside of flow you want to you'll be using an update form and

Then yes then the update forms are the ones that you'll be embedding in portal pages let's see your response to um chris says i'm trying to direct the client to enter the info through through the flow but also have it available to submit through their form in their portal pages sometimes they don't have all the info requested when i send the flow and need to return it yeah so you have options to let's let's show um here for example we were there just a minute ago uh in just a second i can d so see here kristen how these are pre-filled with the information right

So this yes so you have the option of doing this you can either leave these this means that this information is in the database for this particular custom field so a lot of our customers will use this as the is to create and embed a update form which is exactly what it's why it's named the update form you can allow them to update this information not only and they can see what information is currently on file for them in the database and they can change that they can update that and you can build this form very specifically to for only the fields that you want them to update and others can be left you know in the background and not updatable so you can design this process however you'd like right you can also display these forms and and say

Okay do not show the current value even though we have a value you can tell it not show it but you can also instruct it the form to show it and the way you'll see those options when you go into the form each field option yeah that's a real common uh functionality there great and the nice way to use it are they linking the next step button to the next form in this case yes in this case i was you know this is a video that's in our um on SuiteDash academy it's one of the ones i was showing you earlier if you watch this the video you'll see how this was all strung together uh using circles and circle changes and and a lot of key building blocks uh that will allow you

To create your own sort of customizable flow another uh let's see if i can find the right page here i think this is one i use an example sometimes yes okay so here's a good example right so this is a um a dashboard that was made and that is using dynamic uh angela that was [Music] let me get there make sure you know it's this one forms plus lead gen funnel and you can this same one is on youtube as well if you'd prefer to watch it there so you can see that let's go back to here yes so this is a uh

A portal page that is using dynamic data placeholders in many places okay all these are dynamic data placeholders they're returning the value associated with this particular client if another client logs in here uh now of course this is static but this is dynamic if another client logs in he'll see the value that's in the database for him or for her but you also can say okay here's what we have for you right now but here's what i've what i've done here is linked to another portal page using this button i've linked to another portal page where an update form sits and i've designated which fields i would like to allow them to update okay so in this case uh john wick here say no you know what i want to i want to retire when

I'm 70 for example so they can make the change update the profile and then you can redirect them back to that same dashboard and now they will see instantly in the same moment that oh sorry that's not see that button has changed since i built this fringe lane so when i go back to that same page you will see that the data is now fed from the database after the update so now the retirement target's 70. and you can extrapolate this concept in many many different ways and build whatever kind of functionality you need around this even this little report here this is from a dynamic field right so this this message that you send can be customizable per contact and

You can use the same dashboard and that's that's the way to do it is use the same dashboard for an entire circle for many more people right many many people and then uh have it modify itself using dynamic data or show this road only that circle and show this row to only another circle there's many ways to do this and in fact in the um i don't have a great example right now or let's see i need to get logged in the community if you logged into the community you would see that there are um there's some posts there by several SuiteMates who really kind of go through and give um i think the word is exhaustive details uh

About how their setup is and if you get a cup of coffee and read through these these posts you will find yourself again light bulbs going off like oh yeah okay i could do that i could borrow that strategy i could borrow that idea and really accomplish something kind of cool right d says that button is in the uh for payment methods under portal page okay i think i know what you mean now d let's go look let's look together think you mean here and this what this is let's just make sure before i start to explain if i'm wrong i'm really out

Of ideas this one i'm hoping for a big yes with the exclamation point yeah yeah all right okay so this is the my billing dashboard d this is not a portal page i think that's where i was disconnecting so all your clients have access to this my billing dashboard and well there is a setting to turn it off if you have that option you want that option but here is where they can come and add a new card on file they can add a card on the file if they do that that card will be listed here and then thank you noelle and then when next time they have an invoice they'll be able to play pay with a card on file if they had a subscription that would be listed here see it says no subscriptions but if they had one it would be i think let's have a better example because i think there's one

Here they would be able to cancel that subscription change the payment method associated with that subscription and in the future we'll ha we're working towards the ability for them to upgrade downgrade here's where you mean here's what you mean they'll be able to upgrade and downgrade to uh different plans uh that are in the same category which you designed to give them different experiences so if they bought if you have a bronze silver and gold plan for example the gold plan will have access to more resources in the portal more pages more files more shared folders etc and then you can build yourself essentially a sas type experience or a membership member site type experience where

They can pay to have access to the bronze resources or silver or gold yeah so you can't replicate that look on a portal page for something different like a checklist you could i mean you could sure i mean we provide all the tools to make a column here or make two columns and build the similar uh layout the checklist part is a little bit of a um it's not something we have a perfect functionality for now but that that does bring up an idea of maybe just a very simple checklist block that would work much like a subtasks work

In um in projects we're a little bit over time but let me just take a second here and i'll go into i'll cr i'll show a task and also just make sure i'm going to the right place here let's try this okay so here's a task right but if i wanted to create a subtasks see how these are created and they're quite easy i could say uh echo

[Music] let's see here's your checklist right and then your users could now this is in a task so they would have a say you're giving a a task to someone but you want to outline for them and you're on on the phone together maybe and you're brainstorming here are the steps to achieve the task and so what this acts as just like a checklist but what if we had the same functionality say for example d as a block in the portal page what if we made a checklist block and it worked exactly like this with the percentage complete is that something you would it's use pretty good idea i think yeah seems like we already have the functionality put it into a block allow you to do

That okay kristin i hear you i hear you that's good i am screenshotting this now this will go on my list and we'll examine what exactly would take to make that happen cool good ideas got it everyone okay let me look here so we can't remember our plans to customize what play men and women kristen says are there plans to have customizable payment plan options for customers where you could pick the dates and amounts of the charges we call that installment payments kristin and it's exactly as you describe and it's in active development at the moment i think it's you will see it on the roadmap yep on SuiteDash.com backslash

Roadmap installment payments yes and you would and not only that what you say where you pick the dates and the amounts uh but each each payment will have you can configure our trigger actions um functionality so you could say well after payment one i'm going to change them from circle a to circle b and then after payment two i'm gonna then i'm going to perform these actions maybe move them to a email marketing list or something like that so not only will you have these payment options but you'll be able to integrate them with the with the um you'll be

Able to integrate automate use automations basically with those payment options which will really empower you to make changes and customize the experience for them based on that yeah okay so that's that's something that you can expect in a few weeks yeah before the end of the quarter i think okay uh thank you everyone for your time today i appreciate your your input patience thanks for the conversation and the feedback everybody and some good ideas here especially for the i really like this idea about the tasks block for the content block editor that you can put anywhere including the um any

Portal pages and it will eventually be moving that whole concept to the dashboard where you'll be able to customize the dashboard even further based on circle affiliations etc so a lot of powerful changes coming throughout the platform a lot to look forward to okay everyone thanks very much thanks for your time today have a great rest of your day thanks kristen thanks hilton thank you angela thank you dee have a great rest your day we're signing off thank you [Music] bye you