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APIs & Integrations (21)
Automations (21)
Billing & Payments (54)
CRM (71)
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View meetings scheduled within a custom time range
It would be helpful to be able to customize the time range when viewing meetings - for example, selecting only a specific month instead of viewing the entire calendar - in the "My Meetings" interface.
2
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under review
1
Provide a Copy Link to an Order
It would be very convenient to have a "copy link" to a new Order to add to a proposal or an email given the generic nature of the Order emails sent from Vendasta. The feature should improve the connection between Partner Center (where you manage orders) and Business App (where clients approve them).
2
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under review
1
Make email campaigns and contact lists directly movable between partner center and business app.
Sometimes we need to reuse email campaigns and it would be a lot easier to do so if we were able to move them from partner center where we initially created them to whichever business app we need them in at the time. Same with Lists.
1
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under review
1
Clickable Contacts in CRM
Please make the Contact field, in the Partner Center CRM, clickable.
2
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under review
1
"Floating" Snapshot Report Widget
The current Snapshot Report website widget allows you to place the widget on a certain page of your website. It would be great if we could create a "floating" Snapshot Report button similar to a web chatbot (or incorporate with the chatbot) that follows the website visitor while on your site.
3
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under review
1
Time Tracking on Tasks and Projects
Ability to track time spent on tasks and projects, then view this in intelligent reporting both in Task Manager and Partner Center.
4
·
under review
33
There should be an option to "Open in a new Tab" on the marketplace products.
Anytime I want to open multiple tabs to read about the products, i have to open a new window, go to Marketplace all over again and click on the product. Right Click option to open a new tab should be available. Its more convenient.
1
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under review
1
Add BCC for automation emails
If an automation triggers an email to a contact, it would be very helpful to have the ability to use BCC on those emails. Either to a sales rep, external CRM, or other destinations.
3
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under review
3
Linekdin added to the social media section in the snapshot report
We are b2b and need Linekdin to display on the snapshot report social media section in the snapshot report.
2
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under review
1
Better project progress tracking & overviews
Provide a project status bar that highlights tasks in different statuses than open/completed, which gives a much more clear picture of the true overall status of the project.
1
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under review
7
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