Feature Ideas

Suggest an improvement or a feature request. We are listening to you 🙏

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  1. Allow multiple companies for one contact

    Currently, you have it so I can only attach 1 company to each contact. While this works great if I have 1 company with multiple partners, this doesn't help me if I have multiple companies with the same partners.

    Terry D Justice I

    2

  2. Mention @username

    In the comment, please add mention user feature so I can tag team members using @

    Sophie

    2

  3. Dark Mode

    Give the ability for dark mode, for both us and for each of our Client Portals.

    Rob D

    0

  4. Ability to customize display options

    I want to be able to edit things like rounded edges for my menu and boxes, and fonts etc.

    Adam K

    0

  5. Create the option to notify a client when a due date is near

    The client and the business owner would benefit from the feature to notify the client when a due date is near and not just when the due date IS because it would help everyone stay on track in a proactive way, not just a reactive way when the due date has passed and the client receives a notification that the due date HAS passed. I think it creates more stress for the client and service provider/small business not to know something is coming up. I'd love to see that feature added to this tool. It would make it that much more streamlined and beneficial. Thank you for the consideration. I love this tool so much so far!

    Anonymous Jaguar

    0

  6. set an email signature for all portal users

    Rose T

    0

  7. Recurring tasks

    Recurring tasks

    Hubflo Team

    3

  8. Have the messaging area more organized and or filtered.

    It would nice to filter views of messages by preference. Also is there a way to delete the old ones? i have so many demo messages i'd like to delete off the feed, but i dont see a way. its visually frustrating

    Al P

    3

  9. On the backend, Option to hide unused side meu options that we don’t intend on implementing or using

    Eliminate clutter and make for an easier Project Manger journey

    Al P

    1

  10. The option to hide menu above the Cover (where it says “Home > “Client Portal” > and “call”

    To be able to have the cover fill up top portion cleanly

    Al P

    0

  11. The ability to upload, custom Icons.

    To achieve consistency on colors and or flexibility of options

    Al P

    1

  12. Let clients fill out / edit information on their profile

    Let clients fill out / edit information on their profile

    The Hubflo Team

    1

  13. Ability to toggle menu items on and off

    It would be nice to customize (our view) the menu bar to the left hand side. (There are tabs we don't use) and sometimes a bit distracting if we don't use them at all. It would be nice to be able to toggle and or rearrange what is shown to streamline efficiency

    Alvaro P

    1

  14. Project detail

    Using the forms to populate the information right into the project to easily find. (ie. Location of project and notes from the form) i seem to be only able to view it if i go into the clients folder. (For this case there is no workspace or portal, just the project pipeline)

    Alvaro P

    1

  15. When clicking on the “Activity feed” icon in the side menu &click on something like “form was sent” to activity, it only pops up.

    It would be nice if it opens the form to be viewed on the clients portal or even opens the form section of the back end

    Al P

    0