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Billing (126)
Client Portal (38)
Client Dashboard (58)
Document Management (42)
Integrations (40)
Notifications (23)
ReCats (12)
Time Tracking (42)
Workflow (134)
Email (70)
Reporting (50)
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Filter, Sort, & Search (35)
Client Chat (31)
Security (8)
Project Templates (17)
Client Tasks (38)
Automation (18)
Files Uploaded on Team Tasks or Client Tasks Display on the Project
Whenever either a team member or a client uploads a document to a task, show that same file on the "Files" tab of the Project so that it's easy to locate uploaded documents.
2
·
planned
25
Show the number of files in tab name
In a project, can you add an indicator of how many files are in the files tab to the File tab name? For example, if there are two files in the tab, the header would read Files (2).
2
·
planned
26
Client Retainers
We have clients pay us before we do the work and need to be able to post retainer payments. We then perform the work and bill our time against the retainer. I'm kind of surprised this isn't already a feature.
5
·
planned
37
Resources section available in the client portal
Ability to add general links/resources to the client portal
1
·
planned
37
Google Drive Integration
Include the ability to backup, route, and browse files from a specific Google Drive
3
·
planned
273
One Drive Integration
One Drive Integration
8
·
planned
259
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