Feature Ideas

Suggest an improvement or a feature request. We are listening to you πŸ™

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  1. 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.

    Martin

    0

  2. Recurring tasks

    Recurring tasks

    Hubflo Team

    3

  3. 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

  4. The option to hide menu above the Cover (where it says β€œHome > β€œClient Portal” > and β€œcall”

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

    Al P

    0

  5. The ability to upload, custom Icons.

    To achieve consistency on colors and or flexibility of options

    Al P

    1

  6. 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

  7. The ability to delete archived items

    Eliminate clutter

    Al P

    0

  8. Workflow builder to create automations

    Workflow builder to create automations

    Hubflo Team

    0

  9. 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 Chipmunk

    0

  10. 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.

    Marina

    0

  11. 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 Bombay

    0

  12. Edit or Delete Messages

    Need to be able to edit or delete a message.

    Jason R

    0

  13. Merging duplicates

    Would love the ability to merge duplicate clients, contacts so that it is all under one file.

    Eileen V

    0

  14. 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 Tarpon

    0

  15. Multi currencies

    Multi currencies

    Hubflo Team

    0