Feature Ideas

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

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  1. Search contacts - must have job title in results

    Because I am searching for a rehab buyer. Some of the companeis are large and have 3-10 contacts. Not sure which one to contaxct. Now I have to search all 10 and waste a ton of time. Very frustrating.

    JAMES M P

    1

  2. Dropbox integration

    The Hubflo Team

    0

  3. Google Drive integration

    The Hubflo Team

    0

  4. Sharepoint integration

    The Hubflo Team

    0

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

    Let clients fill out / edit information on their profile

    The Hubflo Team

    1

  6. 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

  7. 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

  8. The ability to upload, custom Icons.

    To achieve consistency on colors and or flexibility of options

    Al P

    1

  9. Mobile App for clients (+push notifications)

    The Hubflo Team

    3

  10. 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

  11. 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

  12. 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

  13. 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

  14. The ability to delete archived items

    Eliminate clutter

    Al P

    0

  15. Calendly integration

    The Hubflo Team

    6