Feature Ideas
Submit IdeaSuggest an improvement or a feature request. We are listening to you π
search facility
On the projects, it would be useful if there was a search facility where we could search for a project name, without using filters.
Martin0
Recurring tasks
Recurring tasks
Hubflo Team3
On the backend, Option to hide unused side meu options that we donβt intend on implementing or using
Eliminate clutter and make for an easier Project Manger journey
Al P1
The option to hide menu above the Cover (where it says βHome > βClient Portalβ > and βcallβ
To be able to have the cover fill up top portion cleanly
Al P0
The ability to upload, custom Icons.
To achieve consistency on colors and or flexibility of options
Al P1
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 P1
The ability to delete archived items
Eliminate clutter
Al P0
Workflow builder to create automations
Workflow builder to create automations
Hubflo Team0
Multiple email addresses
It would be very helpful to allow for a single Client (i.e. Contact) to have multiple email addresses associated with their records. We are seeing instances where a client makes a habit of using multiple email addresses and it becomes a pain in the next two have more than one contact for the same person.
Anonymous Chipmunk0
Alphabetize workspaces
It would be great if we can view our workspaces by alphabetical order and not just by creation order. I know we can set it in alphabetical order, but once we click out of it, it defaults to date creation.
Marina0
using the ENTER button to send messages
instead of having to literally click the button, we need check box below the send option to either use enter to send messages one time or forever to never ask again faster workflow and pattern breaks mentally and esier to hit enter to send th ebutton and keep moving
Anonymous Bombay0
Edit or Delete Messages
Need to be able to edit or delete a message.
Jason R0
Merging duplicates
Would love the ability to merge duplicate clients, contacts so that it is all under one file.
Eileen V0
Reordering Project Tables & Custom Fields
I wanted to reorder my project tables but realized I could not. The only solution was to delete them then recreate them in the desired order. Same thing with Custom Fields. I feel that this poses an issue in situations where users want to reogranize their data in a way that better suit their needs as they grow and change overtime.
Anonymous Tarpon0
Multi currencies
Multi currencies
Hubflo Team0