Reviews Report Improvement: Add Ability to See which request a review is associated with
Right now if you are looking at the Reviews Report there is no way to see which request a review is associated with. For instance, if I see we got a bad review somewhere, I would like to click through to the request to see what happened.
Etereo 5 days ago
💡 Feature Request
Reviews Report Improvement: Add Ability to See which request a review is associated with
Right now if you are looking at the Reviews Report there is no way to see which request a review is associated with. For instance, if I see we got a bad review somewhere, I would like to click through to the request to see what happened.
Etereo 5 days ago
💡 Feature Request
Upcoming Payment Email Reminder
It would be a great addition if we have an upcoming payment email reminder that goes out to clients (mainly for those who are paying via manual payments) prior to their renewal date. It’s not a problem for those who have their CCs on file under Stripe, however, for manual payments, agency owners will need some time to check and cross check if payments were made.
Regine 5 days ago
💡 Feature Request
Upcoming Payment Email Reminder
It would be a great addition if we have an upcoming payment email reminder that goes out to clients (mainly for those who are paying via manual payments) prior to their renewal date. It’s not a problem for those who have their CCs on file under Stripe, however, for manual payments, agency owners will need some time to check and cross check if payments were made.
Regine 5 days ago
💡 Feature Request
Export Timesheet Reports as CSV
the ability to export timesheet reports into different formats such as csv, xls, etc.
Regine 6 days ago
💡 Feature Request
Export Timesheet Reports as CSV
the ability to export timesheet reports into different formats such as csv, xls, etc.
Regine 6 days ago
💡 Feature Request
Hours Rollover
to be able to adjust the time tracking on the following month (unused time) for example: client has 20 hours a month but used up 15 hours, the remaining 5 hours will be added to the next month rollover to unused time to the next month
Regine 7 days ago
💡 Feature Request
Hours Rollover
to be able to adjust the time tracking on the following month (unused time) for example: client has 20 hours a month but used up 15 hours, the remaining 5 hours will be added to the next month rollover to unused time to the next month
Regine 7 days ago
💡 Feature Request
Automation Workflow for Messages
Having the ability to automate / add workflow to auto-send Messages to the Client using the Messaging function on ManyRequests.
Regine 14 days ago
💡 Feature Request
Automation Workflow for Messages
Having the ability to automate / add workflow to auto-send Messages to the Client using the Messaging function on ManyRequests.
Regine 14 days ago
💡 Feature Request
Email Notification of Summarized Comments
A summary of comments will be sent as an email notification which would trigger after each comment is left. The goal is to: - make clients a bit more aware when they leave feedback - clients won't miss anything This can also be optional (can be toggled on or off)
Regine 14 days ago
💡 Feature Request
Email Notification of Summarized Comments
A summary of comments will be sent as an email notification which would trigger after each comment is left. The goal is to: - make clients a bit more aware when they leave feedback - clients won't miss anything This can also be optional (can be toggled on or off)
Regine 14 days ago
💡 Feature Request
Apple pay and Google Pay with Stripe
I would like the ability to add a payment domain to my Stripe account so I can enable Apple Pay and Google Pay. This requires I upload a file to the domain for verification.
Shane About 1 month ago
💡 Feature Request
Apple pay and Google Pay with Stripe
I would like the ability to add a payment domain to my Stripe account so I can enable Apple Pay and Google Pay. This requires I upload a file to the domain for verification.
Shane About 1 month ago
💡 Feature Request
Use Stripe Tax to determine sales tax amount
I’d like a way to use the stripe-hosted checkout pages so I can have more control over my checkout experience. Right now I can’t utilize the automatic sales tax calculations that Stripe does for me. I can use the Manyrequests manual tax module, however it will apply sales tax to ALL my sales. This is incorrect as I have not met the tax nexus in certain states.
Shane About 1 month ago
💡 Feature Request
Use Stripe Tax to determine sales tax amount
I’d like a way to use the stripe-hosted checkout pages so I can have more control over my checkout experience. Right now I can’t utilize the automatic sales tax calculations that Stripe does for me. I can use the Manyrequests manual tax module, however it will apply sales tax to ALL my sales. This is incorrect as I have not met the tax nexus in certain states.
Shane About 1 month ago
💡 Feature Request
Mandatory Add-ons
There are several use-cases that Mandatory Add-ons are required like that of Setup Fees. Mandatory Add-ons will be assigned an amount and a service to be tied to.
Regine About 1 month ago
💡 Feature Request
Mandatory Add-ons
There are several use-cases that Mandatory Add-ons are required like that of Setup Fees. Mandatory Add-ons will be assigned an amount and a service to be tied to.
Regine About 1 month ago
💡 Feature Request
Messaging: Send Messages between Team Members
As the current messaging feature is limited to communication between Agency to Organizations/Clients, it would be beneficial to have messaging between team members to serve also as an internal communication channel.
Regine About 1 month ago
💡 Feature Request
Messaging: Send Messages between Team Members
As the current messaging feature is limited to communication between Agency to Organizations/Clients, it would be beneficial to have messaging between team members to serve also as an internal communication channel.
Regine About 1 month ago
💡 Feature Request
Update Current Email Notification
Problem: email notifications are the same when clients/admins create a request Solution: Differentiate email notifications coming from clients and portal admin/admins If a request was made by the client, the confirmation email should be “Your Request has been submitted“ If a request was made by the admin/portal admin, the confirmation email should be “Admin of [Portal Name/Agency Name] submitted a Request for you“
Regine About 1 month ago
💡 Feature Request
Update Current Email Notification
Problem: email notifications are the same when clients/admins create a request Solution: Differentiate email notifications coming from clients and portal admin/admins If a request was made by the client, the confirmation email should be “Your Request has been submitted“ If a request was made by the admin/portal admin, the confirmation email should be “Admin of [Portal Name/Agency Name] submitted a Request for you“
Regine About 1 month ago
💡 Feature Request
Assign Default Coupon Codes to Checkout
“users do not need to select the service, or/and input the code. All they have to do is click on the order form link and pay with the default selected service and applied coupon code” - B.B.
Regine About 1 month ago
💡 Feature Request
Assign Default Coupon Codes to Checkout
“users do not need to select the service, or/and input the code. All they have to do is click on the order form link and pay with the default selected service and applied coupon code” - B.B.
Regine About 1 month ago
💡 Feature Request
Service Request Templates
We would love to create service ticket templates for gathering necessary project / task information from clients. Not dissimilar to the “canned responses” feature.
Marcus About 1 month ago
💡 Feature Request
Service Request Templates
We would love to create service ticket templates for gathering necessary project / task information from clients. Not dissimilar to the “canned responses” feature.
Marcus About 1 month ago
💡 Feature Request
Change default user photo
it would be great if we could change the default user photo, allowing us to create a more branded experience.
Alex Stewart About 2 months ago
💡 Feature Request
Change default user photo
it would be great if we could change the default user photo, allowing us to create a more branded experience.
Alex Stewart About 2 months ago
💡 Feature Request
Attachments Improvements
to be able to download all comment attachments in one go to see an organized filing system of attachments (by folder, subfolders, with dates and file info) for easy reference / version control
Regine About 2 months ago
💡 Feature Request
Attachments Improvements
to be able to download all comment attachments in one go to see an organized filing system of attachments (by folder, subfolders, with dates and file info) for easy reference / version control
Regine About 2 months ago
💡 Feature Request
Out of time/Our of hours rule: Add rule to not be able to add hours to a service if it is out of the time range or out of hours.
Portal Support About 2 months ago
💡 Feature Request
Out of time/Our of hours rule: Add rule to not be able to add hours to a service if it is out of the time range or out of hours.
Portal Support About 2 months ago
💡 Feature Request
Subscription Management Improvements
A way to schedule an update to a client’s plan to occur on their plan renewal rather than taking immediate effect and charging
Portal admin About 2 months ago
💡 Feature Request
Subscription Management Improvements
A way to schedule an update to a client’s plan to occur on their plan renewal rather than taking immediate effect and charging
Portal admin About 2 months ago
💡 Feature Request
Reporting improvements
“Time to First Draft / Submission” - track how long an initial draft can be sent On reviews - it might be good to see the task name and the designer assigned to the task Consider separating “Team performance” in reporting
Regine Garcia About 2 months ago
💡 Feature Request
Reporting improvements
“Time to First Draft / Submission” - track how long an initial draft can be sent On reviews - it might be good to see the task name and the designer assigned to the task Consider separating “Team performance” in reporting
Regine Garcia About 2 months ago
💡 Feature Request