Feedback

Give the option to show the contents of chat messages in emails. That way, clients don't have to login to see what message has been sent to them

When creating a new client chat topic from a Project page, "pin" that topic to the project so that anytime someone revisits the chat from the project, they see the pinned conversation

Right now the notification section shows only Projects, Mentions, Dependencies, and Client Tasks - I'd like to see a section for Client Chats. Or possibly an entire view of all client chats that haven't been responded to.

See images attached

It would be great for all our Team Members to be able to see chats with clients without us having to tag them in the chat.

There is currently no audit trail or way to access deleted client docs and comments and messages. I see this as a huge liability, if a client deletes something they previously provided, and tries to pin blame on us for any reason, we have lost all evidence to be able to point the client to. I would make this an urgent priority and makes me think I need to be downloading and screenshotting everything before I use it.

We recommend a way to download ALL client comments made on client tasks so we can save them together in one place.

Automated responses on chats that get sent to clients when they chat in. That way, the firm can give an expectation around when the client should expect to hear back. For example, the client sends a chat message. An auto-response is sent saying "Thanks for reaching out! We typically respond within 1-2 business days."

Is it possible to exclude specific contacts from being selectable in a client chat? We have certain contacts, such as auditors, listed for email purposes, but we don't want them to be selectable by a particular client who receives questions from department managers.

We save emails all the time for documentation. However, it would be great if we could export as pdf or csv the client chat communications for our records in the firm.