Latest Upvia Platform Updates

June 21, 2024: Live
Proposals / Dynamic Proposals + Dynamic Automations
Elevate your Proposal game with the introduction of Dynamic Proposals. You can now present a flexible set of options to potential Clients, allowing them to finalize and accept the Proposal based on their specific needs. Dynamic Proposals close deals instantly, transition seamlessly to an Invoice & trigger a set of Dynamic Automations based on the choices made by the Target.
Build Customized Options: Leverage existing Items, Add-Ons, and Packages to create a menu of choices within your Proposal. This lets you showcase your service offerings in a clear and interactive way – almost like a shopping cart for your product or services!
They Select, You Deliver: Targets have the freedom to interact with the Proposal and choose the services that best fits their needs. SuiteDash ensures they can’t accidentally configure options that you don’t want via dependency logic for Add-Ons and Packages.
Real-Time Quotation: As the Client makes selections, SuiteDash dynamically calculates the total amount of the chosen Items, Add-Ons or Packages in real-time. This provides instant visual confirmation, demonstrates complete transparency and eliminates the need for a wide range of manual Tasks.
Seamless Acceptance: To accept their customized Proposal, the Target must provide a digital signature which instantly confirms their agreement to the amount and the terms of the Proposal.
Automated Workflows: And because you can uniquely configure Automations for each Item, Add-On & Package, a unique set of Automations based on the Target’s choices are triggered when the Proposal is accepted. This streamlines your workflows and triggers ONLY the Automations that are specified based on the selections made by the Target.
👍 Close Deals Faster: Dynamic Proposals allow interactive selections by the Target, real-time totals & seamless acceptance for faster deal closings.
👍 Effortless Workflows: Streamline your process with automated workflows triggered by client selections, eliminating manual Tasks & saving time.
👍 Boost Sales Efficiency: Interactive Proposals & instant quotes empower Target to choose what they need, maximizing your sales potential.
TL;DR: Dynamic Proposals with Target-Side Choices empowers you to create a more interactive and streamlined Proposal experience, boosting your sales potential and maximizing your efficiency.
Available NOW to ALL Thrive & Pinnacle SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/434-Proposals

Appointment Scheduling / Centralized Control over Appointment Management
This innovative feature lets you designate specific Admins, Managers, or Staff with the ability to view and manage all Staff members’ Appointments within your account, regardless of who they are. Perfect for anyone at your organization who needs to visualize and manage all the Appointments across the organization.
Unified Appointment View: Gain complete visibility into your entire team’s schedule. Designated personnel can view Appointments for all Staff members, fostering better coordination and ensuring everyone is on the same page.
Empowering Your Team: Empower Office Managers or team leaders to manage all Appointments within the SuiteDash platform. This includes the ability to cancel, reschedule, or add new Appointments to the schedule for any Staff member.
Enhanced Administrative Control: SuiteDash empowers individual Staff members to create their own Appointments and personalize their scheduling options. However, central management retains the ability to oversee and manage all Appointment types for consistency and adherence to standards.
👍 Improved Scheduling Efficiency: Centralized Appointment management minimizes scheduling conflicts and allows for better Staff utilization.
👍 Enhanced Client Experience: Visibility reduces mistakes and allows for better management, which results in a better customer service experience with your business or organization.
👍 Increased Team Collaboration: A unified view of all Appointments fosters better communication and collaboration within your team.
TL;DR: Centralized Appointment Management empowers businesses to manage their schedules with greater efficiency and control. By providing a centralized view and control over Appointments, you can ensure a smooth workflow, maximize team productivity, and deliver a superior experience to your Clients.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/445-calendar-settings

Projects / Project Folder Generators
SuiteDash is enhancing the Project Management Toolkit with the introduction of Project Folder Generators. This innovative feature streamlines your workflow by automatically creating a predefined folder structure within your Project, ensuring consistent organization from the very beginning.
Predefined Folder Structure: Designate a specific folder structure for different Project types using Project Folder Generators. This eliminates the need for repetitive manual folder creation, saving you valuable time during Project setup.
Project Creation: During Project creation, select and apply the desired Project Folder Generator, instantly populating the Project with the predefined folder structure.
Project Generators: If you utilize Project Generators, designate a Project Folder Generator within the Project Generator itself. This ensures the appropriate folder structure is automatically created whenever a Project is generated through this workflow.
👍 Enhanced Project Organization: Establish consistent Project systems & processes, improving information accessibility and team collaboration.
👍 Reduced Setup Time: Eliminate the need for manual folder creation, allowing you to focus on Project execution.
👍 Improved Project Visibility: A well-organized Project Folder/Files structure promotes clarity and simplifies navigation for all stakeholders.
TL;DR: Project Folder Generators empower you to streamline your Project setup process and maintain consistent Project organization. This translates to improved Project Management efficiency, increased team productivity, and ultimately, successful Project delivery.
Available NOW to ALL Thrive & Pinnacle SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/353-files-folder-generators

Portals / Introducing the NEW My Invoices Block
SuiteDash is excited to unveil the all-new My Invoices Block, a powerful addition to the Dynamic Block Builder. Designed to streamline the visibility and functionality around this critical Billing component, this Block gives you the power to quickly and easily display a summary of Invoices to your Clients.
Invoices Overview directly on the Dashboard: Empower your Clients to stay informed with a clear and concise summary of their outstanding Invoices from directly within their Client Portal. This results in fewer phone calls / emails to handle, and fast tracks the payment process!
Customizable Display: Tailor the information displayed on the My Invoices Block to suit your specific needs. Show or hide data fields like Company / Client names, payment status, or due dates to provide a more focused view for your Clients.
Dashboard Insights: Gain valuable insights into your overall Billing health with the My Invoices Block on Admin Dashboards. Quickly identify outstanding Invoices, recently paid Invoices, and overall payment trends.
Quick Payment Recording: Simplify and expedite the payment recording process directly within the My Invoices Block. This eliminates the need to navigate to separate sections, saving you valuable time.
Advanced Filtering: Effortlessly filter Invoices by Client, payment status, due date, or other relevant criteria. Quickly locate specific Invoices and get up to speed on the most pressing matters.
👍 Client Self-Service Invoices: Empower clients to view & manage Invoices directly in their portal, reducing inquiries & speeding up payments.
👍 Customizable Invoice Visibility: Tailor the invoice details your clients see, keeping them informed & focused on the important information.
👍 Real-Time Billing Insights: Gain a clear view of your overall billing health with easy access to Invoice statuses and trends directly on your dashboard.
TL;DR: Overall, the My Invoices Block streamlines the invoicing process for both you and your Clients. By providing real-time access to key Invoice information and simplifying internal management, this powerful feature unlocks a new level of efficiency and control over your billing.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/455-block-editor-block-types

Portals / Introducing the NEW All Tasks Block
SuiteDash is introducing a powerful new tool for Admins and Project Managers: the All Tasks Block. This addition to the Dynamic Block Builder empowers the management layer of your Organization to gain a comprehensive overview of all Tasks within your SuiteDash platform, regardless of Project or assignment.
Unified Task View: The All Tasks Block provides a centralized location to see all Tasks within your SuiteDash account. This eliminates the need to navigate and cycle through individual Projects, saving you valuable time and effort.
Advanced Filtering and Sorting: Effortlessly surface specific Tasks using powerful filtering options. Filter by status (completed, in progress, etc.), priority (critical, urgent, low), or type (research, bug, feature request, etc.). Additionally, sort Tasks by due date to identify upcoming deadlines and ensure timely Task completion.
Multiple Simultaneous Configuration for Improved Visibility: Create multiple instances of the All Tasks Block on the same page, each with uniquely configured filter and sort options. This allows you to tailor the displayed information & data to suit your needs. For instance, one Block could display all high-priority Tasks nearing their due date, while another might focus on overdue Tasks assigned to a particular team.
Enhanced Project Oversight: Equip Project Managers and Admins with a bird’s-eye view of overall Project progress. By strategically placing the All Tasks Block on Dashboards or Portal Pages, you can easily monitor Project health and identify potential bottlenecks.
Improved Project Management Efficiency: Gain a central hub for understanding Project progress and ensuring Tasks are on track, identify and prioritize critical Tasks based on status, due date, and type, and provide Project managers and Admins with a clear view of overall workload and resource allocation.
👍 Master Your Workflow: Gain a centralized view of all tasks across your entire SuiteDash platform, eliminating the need to switch between projects and ensuring nothing falls through the cracks.
👍 Prioritize Like a Pro: Effortlessly filter and sort tasks by status, due date, or type, allowing you to identify and prioritize critical tasks for maximum project efficiency.
👍 Boost Team Transparency: Strategically display Task blocks on Dashboards to equip Project Managers and Admins with a bird’s-eye view of overall project progress and resource allocation, fostering better team collaboration.
TL;DR: Overall, the All Tasks Block empowers you to manage Projects and Tasks with greater efficiency and control. This powerful tool gives you a centralized location to gain valuable insights, prioritize Tasks effectively, and ultimately ensure Project success.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/455-block-editor-block-types

Appointment Scheduling / Trigger Automations when Appointment is Completed
SuiteDash is taking Appointment Automation to the next level with the introduction of Automations for completed Appointments. This powerful new feature allows you to automatically initiate workflows based on the exact time an Appointment concludes, streamlining your processes and maximizing efficiency.
Building on Existing Automation: SuiteDash empowers you to trigger Automations based around the booking, rescheduling, or cancellation of any specific Appointment. Now, expand your Automation capabilities to include Appointment completion, ensuring a seamless transition to the next stage of your Client interaction.
Precise Triggering: SuiteDash automatically identifies the Appointment’s ending time and triggers your chosen Automations at that precise moment. This eliminates the need for manual action and ensures timely follow-up.
Automated Follow-Ups: Capitalize on each engagement by triggering any set of Automations. Imagine scheduling automated emails to request feedback forms or configuring the automated sending of follow-up materials just after an Appointment.
Customizable Actions: Leverage SuiteDash’s extensive Automation Suite to personalize your workflow based on your specific needs. Send SMS notifications, update internal Projects, or trigger Task assignments for team members – the possibilities are endless.
Improved Appointments Experience: Prompt follow-up demonstrates professionalism and fosters stronger Client relationships. Automated actions eliminate manual Tasks, allowing your team to focus on core business activities. And, you can automate workflow/pipeline movement within your CRM for a more organized and efficient sales process.
👍 Automate the After-Meeting Hustle: SuiteDash triggers Automations the moment appointments end, eliminating manual tasks and freeing your team to focus on what matters most.
👍 Never Miss a Follow-Up: Automatically send feedback forms or other materials right after appointments, capitalizing on the Client’s recent engagement and fostering stronger relationships.
👍 Streamline Your Sales Cycle: Automate movement through your workflow based on Appointment completion, ensuring a more organized and efficient sales process from start to finish.
TL;DR: SuiteDash’s Appointment Completion Trigger unlocks a new level of Automation, enabling you to streamline workflows, improve Client experience, and maximize team productivity.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/377-manage-your-calendars-and-schedules

Proposals / Pre-Configure Automations for your Proposals using Proposal Generators
SuiteDash is streamlining your Proposal process with a powerful new feature: Proposal Generators with Pre-Configured Automations. This innovative functionality gives you the power to pre-define the Automations that are automatically configured in every Proposal generated, ensuring a seamless and consistent workflow for every Prospect or Client.
Effortless Automation Setup: Design your Proposal templates with built-in Automation. Simply specify the desired Automations within the Proposal Generator itself, eliminating the need for separate configuration steps.
Consistent and Replicatable Workflows: Whenever a Proposal Generator is used to create a Proposal, the pre-defined Automations are instantly passed and configured in the generated Proposal. This ensures that every Proposal that is generated from this workflow will have the exact same set of Automations defined for each Automation option.
👍 Automate Every Proposal: Effortlessly pre-configure Automations within your Proposal Generators, ensuring seamless workflows and consistent next steps for every Prospect/Client.
👍 Save Time, Boost Efficiency: Eliminate the need for manual Automation setup in each Proposal. Proposal Generators handle it automatically, saving you valuable time and streamlining your sales cycle.
👍 Proposals Get Smarter: Guarantee consistent and replicable workflows across all your Proposals. Proposal Generators ensure every Proposal has the right automations in place, every time.
TL;DR: Stop wasting time on repetitive Proposal tasks! SuiteDash’s Proposal Generators with Pre-Configured Automations streamline your sales cycle by allowing you to embed Automations directly into your Proposal Generators. This innovative feature ensures every Proposal triggers the right actions at the right time, saving you time, boosting efficiency, and guaranteeing consistent workflows for every Prospect or Client. Now you can focus on #SuiteFreedom instead of repetitive manual admin work.
Available NOW to ALL Thrive & Pinnacle SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/435-Proposal-templates Documentation: https://help.suitedash.com/article/434-Proposals

Portals / QR Codes for Landing Pages
From Fringe to Forefront: QR codes, once touted as the future of mobile interaction, experienced a period of limited adoption. However, with the native integration of QR code readers within smartphone cameras on both Android and iOS platforms, their use has surged. SuiteDash capitalizes on this trend, allowing you to harness the power of QR codes to effortlessly connect with your target audience.
Streamlined Lead Capture: With SuiteDash’s white-labeled QR Codes, you can now generate a unique QR code for each publicly available Landing Page within your account. This QR Code, easily downloadable and viewable, can be incorporated into a wide range of marketing materials, including: advertisements (print and digital), flyers and brochures, business cards and handouts, product packaging, videos displayed at trade shows or conferences, or billboards and signage. When a potential customer or Client scans the QR Code with their smartphone, they’ll be instantly directed to your designated Landing Page. This eliminates the need for manual URL entry, ensuring a smooth and frictionless experience that maximizes the traffic to your funnels.
White Label your QR Codes: SuiteDash understands the importance of brand consistency. That’s why we’ve taken QR Codes a step further, offering complete customization options. You can upload and integrate your company logo or icon, customize all QR Code colors to tailor the QR code’s color scheme to seamlessly match your brand identity, creating a visually cohesive experience. A well-designed, branded QR Code not only enhances the user experience but also projects an image of professionalism and attention to detail, fostering trust and brand recognition.
👍 Effortless Lead Capture: Generate unique QR Codes for your Landing Pages, eliminate manual URL entry, and watch conversion rates soar.
👍 Boost Engagement & Brand Recognition: Integrate your logo and customize colors for a seamless brand experience that fosters trust and grabs attention.
👍 Reach a Wider Audience: Leverage the power of QR Codes across diverse marketing materials, maximizing your reach and attracting new leads with a simple and familiar scan.
TL;DR: QR Codes are experiencing a revival, and SuiteDash helps you leverage this technology to its full potential. By seamlessly integrating White Label QR Codes into your marketing materials, you can create a more interactive and engaging experience for your audience, ultimately driving higher levels of engagement, lead generation, and overall business success.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/572-pages-creating-a-landing-page

Office / Ability to Reset the “Seen by Client” Indicator
SuiteDash is committed to providing valuable tools to track Client interactions, and the “Seen by Client” indicator for Invoices is a key feature in this regard. Now you can reset the “Seen by Client” indicator to be sure you always have the option of leveraging this functionality effectively.
Understanding the “Seen by Client” Indicator: SuiteDash informs you when a Client has viewed an Invoice you’ve sent them. This provides valuable insight into their engagement level and helps you prioritize follow-up actions.
Addressing Accidental Triggers: There has always been the possibility of unintentionally triggering the “Seen by Client” indicator from the Admin side during testing or other scenarios. The result of accidentally triggering is that the indicator always shows green (seen), so you unfortunately lose the possibility to really “see” if the Client has viewed an Invoice.
Introducing the Reset Option: SuiteDash now empowers you to reset the “Seen by Client” indicator. This ensures you can maintain the accuracy of this feature and continue to rely on it for reliable Client Invoice tracking and actionable intel.
👍 Improved Tracking Accuracy: Resetting the indicator eliminates the possibility of misleading information and ensures you have a clear picture of whether a Client has viewed their Invoice.
👍 Enhanced Client Communication: By accurately knowing a Client’s Invoice viewing status, you can tailor your communication and follow-up efforts accordingly.
👍 Streamlined Workflow: The ability to reset the indicator eliminates confusion and allows you to efficiently manage your Client Invoice communication.
TL;DR: The “Seen by Client” indicator reset empowers you to maintain the integrity of this valuable Client communication tracking tool. This functionality enhancement ensures you can leverage SuiteDash to gain valuable insights into Client behavior and optimize your communication strategies.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/434-Proposals, Documentation: https://help.suitedash.com/article/45-office-Invoices, Documentation: https://help.suitedash.com/article/391-office-managing-estimates

Communities / Copy/Paste Images directly into Posts/Replies
SuiteDash is transforming how you interact with your Communities by introducing direct image pasting into your Posts/Replies. This exciting new feature empowers you to seamlessly add visual content to your posts and replies, fostering richer and more engaging communication.
Effortless Image Uploads: Eliminate the need for external image hosting services. Now, you can simply copy and paste images directly into the editor when composing posts or replies. This streamlines content creation and saves you valuable time.
Visual Storytelling: Captivate your audience and enhance your message by incorporating images directly into your Community interactions.
Intuitive Interface: The copy-and-paste functionality is designed for ease of use, allowing you to integrate images into your content with minimal effort.
👍 Boost Engagement with Images: Effortlessly add visuals to your Community posts and replies, grabbing attention and sparking richer conversations with your audience.
👍 Streamline Content Creation: Say goodbye to external image hosting! SuiteDash’s copy-and-paste functionality allows for quick and easy image uploads, saving you valuable time and effort.
👍 Unleash Visual Storytelling: Captivate your Community with powerful visuals. Images can be used to showcase products, illustrate ideas, and break up text for a more dynamic and engaging experience.
TL;DR: Direct image copy/paste feature empowers you to create more visually appealing and engaging content within your Communities. This fosters a more dynamic and interactive communication experience for all users.
Available NOW to everyone who has the COMMUNITY Power-Up!
Documentation: https://help.suitedash.com/article/587-community-overview

Appointment Scheduling / Variety of Useful Improvements
SuiteDash continues its commitment to providing the most powerful appointment scheduling tool available, and this latest update introduces several exciting features designed to streamline your workflow and improve communication.
Enhanced Google Calendar Integration: SuiteDash has further refined how appointment information is passed to your Google Calendar, ensuring a smooth and consistent synchronization experience. This reduces the risk of confusion and keeps you on top of your schedule.
Personalized Communication: SuiteDash empowers you to edit the rescheduling email sent to Targets in real-time. This means you are able to edit the email before it goes out so that you can personalize the message and provide specific details or context regarding the appointment reschedule.
Public Notes for Appointment Creation: A new feature allows you to record public notes during the Appointment creation process. These notes are visible to both you, your Staff, and the Client, fostering better communication and transparency. Use public notes to briefly outline the purpose of the appointment for all parties involved, mention specific topics that will be discussed during the appointment, record any key takeaways or follow-up actions that arise during the appointment scheduling process.
👍 Streamline Rescheduling: Personalize reschedule emails in real-time to ensure accuracy and maintain positive relationships.
👍 Boost Transparency: Improve communication with public notes – outline appointment goals, discuss key topics, and record follow-up actions for all parties involved.
👍 Enhanced Collaboration: Empower your team with clear communication – public notes foster teamwork and ensure everyone’s on the same page.
TL;DR: SuiteDash helps you streamline your scheduling process and deliver a superior experience for both you and your Clients. Manage appointments with greater efficiency and communication.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/400-scheduling-an-Appointment

May 17, 2024 Live
Billing / New UI + Items, Packages & Add-ons to Estimates, Invoices & Billing Generators
We’re proud to announce a major update to Billing that incorporates Targeted Billing Automations, “Add-Ons,” “Packages,” drag-and-drop functionality, and the ability to incorporate custom images, thus empowering businesses to create professional, visually appealing, and highly customizable Estimates & Invoices that streamline the Billing process and elevate the Client experience.
Introducing Add-Ons: Enhanced Upselling Opportunities: “Add-Ons,” a powerful tool for maximizing revenue potential within your Invoices. These act as up-sells that can be conditionally linked to specific “Items” or groups of “Items” on your Estimate, Invoice or Billing Generator. Imagine offering an “Expedited Delivery” Add-On when a Client selects a specific product, or a “Priority Service” Add-On for time-sensitive Projects. This allows you to present these additional services strategically, increasing the average Estimate or Invoice value and boosting your bottom line.
Building Value with Packages: And, it doesn’t stop at Add-Ons. The introduction of “Packages” empowers you to create bundled offerings that combine multiple “Items” and “Add-Ons” into a single, cohesive unit. Packages can be priced using a one-time fee or a subscription model, providing Clients with convenient, clear and cost-effective options for their needs. For example, you could create a “Website Maintenance Package” that includes website hosting, security updates, and ongoing content revisions – all presented as a single Package with a clear price point. Package pricing and Automations are set/configured on the Package level, which allows you to offer special Package pricing and unique Package experiences that are likely to be preferred over buying the Items/Add-Ons separately or standalone.
Unleash Granular Automation Control: Say goodbye to the limitations of Automations that were tied to specific Estimates or Invoices! Targeted Billing Automations allow you to define and configure a unique set of Automations for each line item added to an Estimate or Invoice. Unique Automation Sets can be uniquely configured for each Item, Add-On and/or Package that is created and subsequently added to an Estimate, Invoice or Billing Generator. This means you can trigger specific Automations upon Estimate approval or Invoice payment, all based on the individual line items that were included.
Visual Appeal Meets Functionality with Image Uploads: SuiteDash takes Invoice customization a step further with the ability to upload images for each Billing element. Imagine including a product image next to its corresponding line item or showcasing the service associated with a specific “Add-On.” Visual elements can significantly enhance the clarity and professionalism of your Invoices and Estimates. SuiteDash provides default images if you don’t have your own, or you can choose to disable images entirely if they don’t align with your branding preferences.
Effortless Reordering with Drag-and-Drop UI: The new update also introduces a user-friendly drag-and-drop interface for managing all Invoice elements. This includes Items, Add-Ons, Packages, Discounts, and Taxes. With a simple drag-and-drop action, you can effortlessly reorder elements within your Invoices and Estimates, ensuring a clear and logical presentation for your Client.
TL;DR: SuiteDash’s new “Add-Ons,” “Packages,” drag-and-drop interface, and image upload functionalities empower businesses to create flexible, informative, and visually appealing Invoices and Estimates. “Add-Ons” and “Packages” empower you to strategically upsell and introduce bundled offerings, maximizing your revenue per Invoice, clear and organized Invoices and Estimates with the option for visual elements foster a more professional and positive Client experience, the drag-and-drop interface allows for effortless Invoice and Estimate customization, saving you valuable time and streamlining your workflow, and the ability to upload custom images or utilize default options empowers you to tailor your Invoices to perfectly reflect your brand identity.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/393-office-items-addons-packages-taxes-discounts-settings

Marketing / Subscriber Forms
This exciting update streamlines and simplifies your Marketing efforts, even further enhancing the ability for businesses and organizations to effortlessly grow their Target Audiences.
Streamlining your Efforts: Previously, creating Subscriber Forms involved utilizing a General Form and selecting a “Specialty Type”. This update eliminates that complexity. Now, whenever you create a new Marketing Audience within SuiteDash, a dedicated Subscriber Form is automatically generated in tandem. This Form is conveniently accessible directly from your Marketing Toolkit, saving you valuable time and streamlining the process.
Flexibility for Diverse Needs: SuiteDash understands that a “one-size-fits-all” approach doesn’t always work. While a dedicated Form is automatically created, SuiteDash also empowers you to create and assign multiple Subscriber Forms to a single Audience. This allows for individual customization and deployment strategies. Imagine having a high-converting lead capture Form embedded on your website and a separate, Targeted Form accessible through a social media campaign – all feeding into the same Audience within SuiteDash.
Brand Your Forms, Expand Your Reach: SuiteDash places a premium on brand consistency, and in keeping with that commitment, Subscriber Forms can be fully customized to match your unique brand identity. Logos, color schemes, and fonts can be tailored to create a seamless user experience that reinforces brand recognition.
Embed on Web Pages: Effortlessly integrate your Form directly onto any publicly accessible web page or Landing Page, strategically positioned to capture your Target Audience at key conversion points.
Direct White Label Link: Share a clean and professional White Labeled link to your Subscriber Form, ideal for Email Marketing Campaigns or social media promotions.
QR Code Generation: Generate a unique QR Code that, when scanned, directs prospective Clients straight to your Subscriber Form. This is a fantastic option for offline marketing materials or in-person interactions.
Seamless Migration for Existing Users: SuiteDash ensures a smooth transition for existing Subscribers & CRM Targets. Previously created Specialty Type Forms have been automatically migrated to utilize the new dedicated Subscriber Form structure. This eliminates the need for manual recreation – your existing Forms will be readily available within the SuiteDash interface.
TL;DR: SuiteDash’s dedicated Subscriber Forms empower businesses to create high-converting lead capture tools tailored to their specific needs. By streamlining the process, enhancing flexibility, and offering a variety of deployment options, SuiteDash helps businesses grow their Target Audiences and achieve their Email Marketing goals.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/440-subscriber-usage-form-sub-type

Community / HUGE drop of new Community Features & Improvements
As promised, we continue to refine our COMMUNITY Power-Up. This update focuses on increasing Automation capabilities, improving searchability, and enhancing overall management functionality. These advancements empower businesses to leverage Communities more effectively within their existing SuiteDash workflows.
Automated Target Management for Streamlined Workflows: SuiteDash now seamlessly integrates Communities with the existing Automation Suite. Dedicated Automation options allow you to add or remove Targets from specific Communities or Private Spaces based on pre-defined triggers. Imagine automatically adding new CRM Targets to a dedicated “Welcome Community” upon signing up, or granting access to a Private Space based on reaching a specific purchase or achievement threshold. This Automation streamlines workflows and ensures Targets are placed within the most relevant Communities.
Surface Key Information with Advanced Search: Effective discussions often generate valuable information buried deep within threads. SuiteDash addresses this by introducing advanced search and sort functionalities specifically for thread comments and replies. Now, users can easily search and sort comments within a discussion, allowing them to quickly surface the most relevant information and fostering a more productive and informed Community experience.
API Access for Scalable Management: SuiteDash recognizes the power of Automation at scale. This update introduces API access for managing Target membership within Communities and Private Spaces. Developers can leverage the API to add or remove Targets based on specific criteria, further automating workflows and integrating Community management into existing business processes.
Streamlined CRM Imports with Community Integration: CRM data is often the foundation for effective Community engagement. SuiteDash now allows you to add or remove Targets from Communities or Private Spaces directly during the CRM import process. This eliminates the need for manual configuration after data import, saving time and ensuring Targets are immediately placed within the appropriate Communities upon entering your CRM.
Enhanced Tag Management for Improved Organization: Previously, users could assign Tags to Communities and Private Spaces. Building upon this functionality, SuiteDash now allows for Tag management. Users can now edit existing Tag titles or delete Tags altogether, ensuring a clean and organized tagging system that reflects the evolving needs of your Communities.
Effortless Community Enrollment During CRM Creation: SuiteDash simplifies Community enrollment for new CRM contacts. Now, when manually creating a Company, Contact, or Staff member within SuiteDash, you can simultaneously add them to relevant Communities or Private Spaces. This eliminates the need for separate Community enrollment steps, streamlining the onboarding process and ensuring new members are instantly connected to the appropriate Communities.
TL;DR: SuiteDash’s commitment to continuous development empowers businesses to leverage the Community Power-Up to its full potential. These enhancements streamline Community management, improve information accessibility, and ultimately foster a more vibrant and engaging online Community for your Clients, Prospects, and Staff.
Available NOW to everyone who has the COMMUNITY Power-Up!
Documentation: https://help.suitedash.com/article/433-Automations-breakdown
Documentation: https://help.suitedash.com/article/587-Community-overview

CRM / Event Generators w/ Dynamic Based-On Dates : Appointments Integration
This update focuses on Event Generators, a powerful feature that streamlines follow-ups within the sales cycle. The introduction of dynamic “Based-On Date” and a powerful connection to our Appointments Toolkit empowers businesses to create even more dynamic and flexible automated workflows.
Event Generators: The Power of Pre-Configured Follow-Ups: Event Generators are a cornerstone of SuiteDash’s sales Automation features. These pre-configured sequences of Events allow you to schedule automated follow-ups, such as emails, calls, or meetings, directly within your SuiteDash Calendar. This eliminates the need for manual scheduling and ensures consistent follow-up throughout the sales cycle.
Beyond the Basics: Generate Events around “Based-On Dates”: SuiteDash takes Event Generators to the next level with dynamic Based-On Dates. Previously, Events were generated relative to the initial moment of generation (e.g., creating a new CRM Target). But, now you can configure an Event Generator to create Events relative to a specific future date or a “Based-On Date” using the value of a Custom Field. Event Generators then calculate the entire sequence of Events relative to this configured future date.
The Power of Appointments: Automated Event Creation: We’re taking Appointment scheduling to the next level by introducing seamless integration with Event Generators. Businesses can now associate an Event Generator with a specific Appointment Type. For each Appointment booked, SuiteDash automatically and dynamically passes the Appointment date & time to the linked Event Generator and sets it as the Based-On Date. The Event Generator is then triggered and instantly creates the configured Events relative to the dynamically passed Based-On Date/Time. This unlocks a powerful layer of Automation!
Ancillary Event Creation: Configure the Event Generator to generate a series of ancillary Events surrounding the Appointment date and time. This could include automated pre or post preparations for the Appointment like a pre-Appointment Document signing, requesting info after the meeting, or scheduling follow-up meetings or phone calls.
TL;DR: SuiteDash’s commitment to innovation empowers businesses to streamline their sales processes and optimize lead nurturing. Enhanced Event Generators with Based-On Dates and a native integration with the Appointments Toolkit provides a powerful tool for building a more efficient and effective sales pipeline. Event Generators with variable and dynamic Based-On Dates offer a multitude of advantages for businesses including increased flexibility by defining dynamic Event sequences based on specific future dates and catering to diverse sales scenarios. Additionally, you can benefit from the streamlining the scheduling of follow-up Events, ensure timely action throughout the sales cycle, and free up valuable time for sales team members to focus on building relationships and closing deals.
Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/91-Events-Event-generators

White Label / Customizable Error Pages
SuiteDash continues its dedication to EXTREME White Labeling with the introduction of customizable Error Pages. This update empowers businesses to personalize the 404 Error Page and Permission Error Page, ensuring a seamless and brand-consistent user experience even when things don’t go according to plan.
Understanding Error Pages: Error pages are web pages a user encounters when the intended content cannot be loaded. This can occur due to technical difficulties or when a user attempts to access a page they lack the necessary permissions for. Traditionally, these Error Pages often have a generic look and feel, potentially creating confusion and frustration for users.
Customizable Error Pages: A White Labeling Advantage: SuiteDash understands the importance of brand consistency across all user touchpoints. With this update, businesses can now edit and customize both the 404 Error Page and the Permission Error Page.
Incorporate Your Branding: Integrate your Company logo, color scheme, and fonts into the Error Pages, maintaining a cohesive brand identity even when errors occur.
Communicate Clearly: Craft custom messages that inform users of the issue and provide clear guidance on how to proceed. For example, a 404 page could offer a helpful message to help users find the desired path, while a permission Error Page could politely explain access restrictions and suggest alternative actions.
Maintain User Engagement: Even when errors arise, a well-designed Error Page can help retain user engagement. Humor, informative content, or clear calls-to-action can encourage users to explore other areas of the platform.
TL;DR: SuiteDash’s customizable Error Pages empower businesses to elevate their brand presence, even when a Target gets off track. The ability to refine the user experience, even in the event of errors, demonstrates SuiteDash’s dedication to creating a platform that seamlessly integrates with your existing branding and fosters a positive user experience for your Prospects & Clients.
Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/590-pages-error-pages

CRM / Dynamic Data Placeholders now available in Notes
SWelcome to the world of “Evergreen Notes” that automatically populate with the most recent information for your CRM Targets, resulting in the streamlining of data management and ensuring all Notes remain accurate and up-to-date.
A Foundation for Success: Effective Client communication hinges on clear and concise documentation. Notes provide a central repository for capturing detailed Client interactions, key updates, and valuable insights. Recent updates addressed user feedback by incorporating auto-save functionality and the ability to save drafts for later completion. This streamlined the Note-taking process and ensured valuable Client data was never lost.
Introducing Dynamic Data Placeholders: Everlasting Notes: SuiteDash takes CRM Notes to the next level with the introduction of Dynamic Data Placeholders. These placeholders act as variables within your Notes, automatically populating with the most recent information about your Client or Prospect. Imagine including a placeholder for a Client’s current Company name or phone number within a Note – whenever that Client’s information is updated within SuiteDash, the placeholder within the Note will automatically reflect the change.
Evergreen Notes: Streamlined Data Management: The power of Dynamic Data Placeholders lies in their versatility. Since SuiteDash allows you to create Custom Fields for your specific needs, there’s virtually no limit to how you can leverage this feature. Imagine including placeholders for a Client’s website URL, preferred communication method, or specific project details – all of which will automatically update within your Notes, keeping your Client information organized and readily accessible.
TL;DR: SuiteDash’s commitment to innovation empowers businesses to manage Client relationships with greater efficiency and accuracy. Dynamic Data Placeholders within CRM Notes mark a significant advancement, facilitating the creation of “Evergreen Notes” that streamline data management and foster a deeper understanding of your valued Clients.
Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/450-adding-Notes

White Label / Custom Highlight Color
Just when you thought we couldn’t find more ways for our customers to further personalize their SuiteDash platform, we found a way. That’s right, get ready for Custom Highlight Color!
What is a Highlight Color? A highlight color is an accent color used throughout the SuiteDash platform, adding a touch of visual interest and drawing focus to specific elements. This color is particularly prominent within the CRM Dashboard, highlighting key data and metrics.
Extreme White Labeling: Reflect Your Brand Identity: SuiteDash understands the importance of brand consistency. Previously, the highlight color was a preset “Cyan” blue color. But, with Custom Highlight Color, we’ve empowered businesses to customize this color to seamlessly match their existing brand identity.
Choosing Your Highlight Color: Design Considerations: From a design perspective, highlight colors are typically secondary or tertiary colors found within a Company’s logo or branding materials. Choosing a bright and contrasting color can add a pop of vibrancy against your primary brand colors.
TL;DR: SuiteDash’s customizable highlight color empowers businesses to leverage the power of extreme white labeling. By reflecting your unique brand identity within the SuiteDash platform, you can create a professional and visually appealing user experience for your Clients and Prospects.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/127-platform-branding

Work Requests / Ability to make File Upload mandatory
Work Requests act as a formal submission by Clients to request specific services. They provide a clear outline of the desired work, allowing businesses to gather essential details before Project initiation. Work Requests can then be seamlessly converted into Estimates, Invoices, or Projects within SuiteDash, fostering a smooth workflow.
File Uploads for Enhanced Clarity: SuiteDash previously offered the option to enable Client-side file upload functionality within Work Requests. This allowed Clients to attach relevant images, documents or reference materials to further clarify their requests.
Mandatory File Uploads: Ensuring Essential Information: Work Requests now have the possibility to make file uploads mandatory. Businesses can now configure specific Work Requests to require a file attachment for successful submission. This prevents incomplete Requests and ensures you have all the necessary information to proceed.
TL;DR: The Mandatory File Upload feature for Work Requests empowers businesses to gather complete information upfront, streamline Project intake, and ensure successful Project execution.
Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/77-work-requests-overview

Integrations / Create Company API + Send Portal Access Invitation
We continue to build and develop our White Label Secure API and new options are steadily added and refined to accommodate the most common use cases requested by the Community. This update focuses on streamlining Company creation and automating Client onboarding, empowering businesses to integrate SuiteDash seamlessly into their existing workflows.
The Power of the White-Labeled Secure API: SuiteDash’s secure API allows developers to integrate SuiteDash functionality into custom applications, fostering a truly White Labeled experience. This empowers businesses to leverage SuiteDash’s core features while maintaining a consistent brand identity.
Simplified Company Creation with Dedicated API: Previously, Company creation within SuiteDash required utilizing the Contacts API and defining a Primary Contact simultaneously. This update introduces a dedicated Company API, allowing for the creation of standalone Companies. Company Custom field data can also be associated with these Companies during the creation process. While a Primary Contact is still required for a Company to be active in the platform, this step can now be completed later, either manually or via the API, offering greater flexibility.
Automated Client Onboarding with Portal Invites: SuiteDash streamlines Client onboarding by introducing the ability to send immediate Portal Access Invitations to newly created CRM Targets. This functionality can be integrated into the Company creation process through the API. Imagine automatically sending a Portal Access Invitation email with login instructions upon creating a new Client – this eliminates manual steps and ensures a smooth onboarding experience.
TL;DR: SuiteDash’s commitment to White Label Secure API development empowers businesses to leverage Automation and streamline key workflows. These API enhancements simplify Company creation, improve data management, and automate the onboarding of CRM Targets, fostering a more efficient and user-friendly experience.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/550-secure-api

April 5, 2024 Live
Portal / NEW My Tasks Block
SuiteDash is excited to unveil the all-new My Tasks Block, a powerful addition to its existing Suite of features. Designed to streamline task management and improve workflow visibility, this block brings a wealth of functionality directly to your Dashboards and Portal Pages.
Consolidated Task View: Streamline your workflow by adding the My Tasks Block to any Dashboard or Portal Page. This block acts as a central hub for you, your Staff or your Clients by displaying a concise list of each person’s directly assigned tasks. At a glance, they’ll gain valuable insights into each task’s current Status, Priority level, and Due Date. Additionally, the block displays the associated Project Name and Client name (if applicable), providing essential context for prioritizing your workload.
Actionable Insights Easily Available: The My Tasks Block goes beyond simply displaying information. With a single click, you, your Staff and/or your Clients can mark tasks as complete, ensuring progress is accurately reflected. Powerful sorting and filtering options further enhance the ability to manage workloads effectively. Easily sort Tasks by Status, Priority, Due Date, or even by Client, allowing everyone to quickly focus on the most critical Tasks and Projects.
Configurable for Different Needs: We understand that different Dashboards need to cater to different audiences. The My Tasks Block offers a high degree of customization, allowing you to configure it to meet the specific needs of each Dashboard or Portal Page. You have granular control over the data displayed. Choose to show or hide elements like Project Names, Client Names, or Due Dates, ensuring the information presented aligns with the intended viewers’ requirements.
Seamless Integration with Project Management: For those times when you need to delve deeper, the My Tasks Block offers seamless integration with SuiteDash’s full-fledged Project Management Toolkit. With just one click, you can access the complete task panel, granting you access to all the functionalities available within the dedicated Project Management Toolkit. This eliminates the need to navigate between different areas of SuiteDash, saving valuable time and keeping you focused on the task at hand.
TL;DR: The My Tasks Block is a powerful new addition to SuiteDash’s arsenal of tools. It transforms Dashboards and Portal Pages into actionable workspaces, providing instant access to critical task information and allowing users to take control of their workload directly within the context of their projects. With its combination of comprehensive task views, one-click access to full functionality, and enhanced file management capabilities, the My Tasks Block promises to significantly enhance your team’s productivity and overall workflow efficiency.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/455-block-editor-block-types#my-tasks-block

Forms / Form Field Choice Actions
Tailor Your Client Journeys: SuiteDash is revolutionizing the way you interact with your Prospects, Clients & Staff via Forms with the introduction of Form Field Choice Actions. This innovative feature empowers you to create highly personalized experiences based on their specific responses within your Forms.
Taking Choice to the Next Level: SuiteDash already offers the powerful Choice Block functionality, enabling you to set assignments and automations based on Form selections. Form Field Choice Actions is built upon this foundation, allowing you to leverage any dropdown menu, multiple choice, radio button, or checkbox to trigger specific actions based on the chosen response.
Dynamic Circle Management: The initial rollout of Form Field Choice Actions focuses on dynamic Circle management. You can now add or remove Targets from specific Circles within SuiteDash based on their form responses. Imagine a Form asking for preferred communication methods. With this feature, you can automatically add those who choose “Email” to an “Email Marketing Circle” and those who choose “Phone Call” to a “Phone Outreach Circle.” This ensures targeted communication and streamlines your outreach efforts.
Boundless Potential: The possibilities for Form Field Choice Actions extend far beyond Circles. While SuiteDash is currently rolling out this functionality with Circle Management as the primary focus, we are actively seeking user feedback and suggestions for future enhancements. This open approach ensures the feature evolves based on feedback from the Community. For example, our next addition will be adding the ability to set/change the value of a Custom Field based on the Target’s specific choice (Lead scoring, etc.)
Personalized Content Delivery: Dynamically show or hide Portal Pages, or specific content on Dashboards or Portal Pages based on user responses within Forms, tailoring the experience for each Prospect or Client.
Unleash the Power of Customization: With SuiteDash’s Form Field Choice Actions, there’s no limit to the number of these conditional fields you can incorporate into a single form. This allows you to create incredibly intricate and personalized Client journeys, ensuring you capture the most relevant information and tailor your interactions accordingly.
Empowering Informed Decisions: By dynamically categorizing your Targets based on Form responses, you gain valuable insights into your audience. This empowers you to make data-driven decisions about marketing strategies, content creation, and Client communication, ultimately leading to stronger Client relationships and increased business growth.
TL;DR: SuiteDash’s Form Field Choice Actions represent a significant leap forward in Form functionality. By creating a dynamic and personalized experience for your Clients based on their unique responses, you can unlock a new level of engagement and efficiency. With ongoing development and user-driven refinements, the possibilities for this powerful feature are truly limitless.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/589-forms-form-field-choice-actions

Automation / Targeted Billing Automations
SuiteDash is revolutionizing the way small and medium businesses manage billing with the introduction of Targeted Billing Automations. This innovative feature empowers you to create a more efficient and personalized Onboarding and Client journey by associating unique sets of Automations with specific Items and Subscription Plans on your Estimates & Invoices.
Unleash Granular Automation Control: Say goodbye to the limitations of Automations that were tied to specific Invoices or Billing Generators! Targeted Billing Automations allow you to define and configure a unique set of automations for each line item added to an Estimate or Invoice. This means you can trigger specific actions upon Estimate approval or Invoice payment, all based on the individual line items that were included.
Automated Client Categorization: Automatically categorize Clients based on the Items they purchase. This allows for targeted marketing campaigns and personalized communication strategies. You can trigger automated onboarding workflows based on purchased Items, ensuring a smooth and tailored Client experience from the get-go. Or, you can automatically initiate inventory updates or purchase orders when specific items are invoiced and paid for. There is really no limit to what you can accomplish.
Subscription Flexibility: Targeted Billing Automations extend beyond single Items. You can also configure unique sets of Automations for Subscription plans included on invoices. This flexibility allows you to trigger Automations not just when a Subscription begins, but also upon cancellation, expiration, or payment failure.
Enhanced Client Journeys: Personalization is key to building stronger Client relationships. With Targeted Billing Automations, you can tailor the Client Portal experience based on the items or services included in their Invoice. Provide access to specific resources or tutorials on the Client Portal based on purchased Items, ensuring they have the information they need to get the most out of their investment. Or, trigger targeted upsell or cross-sell recommendations based on past purchases, increasing customer lifetime value.
TL;DR: Targeted Billing Automations offer a powerful and versatile approach to billing management. By dynamically triggering specific Automations based on specific Invoice details, you can achieve a new level of efficiency and personalization within your billing process. This empowers you to not only improve your internal workflows but also build stronger and more engaging Client relationships.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/393-office-items-taxes-discounts-settings
Documentation: https://help.suitedash.com/article/88-invoices-subscription-payments

White Label / Custom White Label QR Codes
From Fringe to Forefront: QR codes, once touted as the future of mobile interaction, experienced a period of limited adoption. However, with the native integration of QR code readers within smartphone cameras on both Android and iOS platforms, their use has surged. SuiteDash capitalizes on this trend, allowing you to harness the power of QR codes to effortlessly connect with your target audience.
Effortless Lead Capture: With SuiteDash’s white-labeled QR Codes, you can now generate a unique QR code for each publicly available Form within your account. This QR Code, easily downloadable and viewable, can be incorporated into a wide range of marketing materials, including: advertisements (print and digital), flyers and brochures, business cards and handouts, product packaging, videos displayed at trade shows or conferences, or billboards and signage. When a potential customer or Client scans the QR Code with their smartphone, they’ll be instantly directed to your designated form. This eliminates the need for manual URL entry, ensuring a smooth and frictionless experience that maximizes form completion rates.
The Power of EXTREME White Label: SuiteDash understands the importance of brand consistency. That’s why we’ve taken QR Codes a step further, offering complete customization options. You can upload and integrate your company logo or icon, customize all QR Code colors to tailor the QR code’s color scheme to seamlessly match your brand identity, creating a visually cohesive experience. A well-designed, branded QR Code not only enhances the user experience but also projects an image of professionalism and attention to detail, fostering trust and brand recognition.
TL;DR: QR Codes are experiencing a revival, and SuiteDash’s white-labeled solution allows you to leverage this technology to its full potential. By seamlessly integrating QR Codes into your marketing materials, you can create a more interactive and engaging experience for your audience, ultimately driving higher levels of engagement, lead generation, and overall business success.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/127-platform-branding

CRM / Documents list in CRM Dashboard
The CRM Dashboard serves as the central hub for communication and management of your Clients. You can now access, view, and download all Documents generated and assigned to a specific Client directly within their CRM profile. This eliminates the need to search through emails or file folders, saving you valuable time and ensuring all relevant documents are readily accessible.
Effortless Access to Signed Documents: We understand the importance of signed agreements and approvals. The enhanced document management system now includes signed and completed versions of documents that were designated for Client signatures. This provides a clear and auditable record of consent, eliminating confusion and streamlining your approval processes.
Enhanced Team Efficiency: With all Documents readily accessible within the CRM Dashboard, your team can quickly reference past agreements, contracts, or communication records. This eliminates the need for time-consuming searches and empowers your team to provide faster and more informed Client service.
TL;DR: Overall, SuiteDash’s enhanced document management within the CRM Dashboard represents a significant step forward. By centralizing access to critical Documents, streamlining Client communication, and improving team efficiency, this feature empowers you to build stronger Client relationships and achieve greater business success.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/538-crm-dashboard

Projects / Project Notes Auto-Save & Export
SuiteDash continues to empower small and medium businesses with the recent improvements to Project Notes, building upon the successful enhancements previously introduced in the CRM Dashboard. This update streamlines project communication and empowers teams to effectively capture, share, and access vital project information.
Seamless Note Taking: Project Notes now benefit from the same functionality that transformed CRM Dashboard Notes, including Auto-Save, which ensures you’ll never lose your work again. SuiteDash automatically saves your notes as you type, eliminating the worry of accidental data loss.
Automatic Timestamps: Every new note receives an automatic date and time stamp, providing a clear record of when each note was created. This is essential for maintaining a chronological record of project discussions and decisions.
Draft Notes: Don’t feel pressured to finalize your thoughts immediately. SuiteDash allows you to save notes as drafts, giving you the flexibility to revisit and refine them before finalizing and sharing them with your team.
Enhanced Collaboration: Team members can now confidently add notes, share updates, and track project progress within a central hub. This eliminates communication silos and ensures everyone has access to the latest information.
Project Note Export for Data Portability: There are times when you may need project information outside of SuiteDash. The new export functionality empowers you to export all Notes for a specific Project. This creates a secure and portable file containing a complete record of all project discussions and decisions. This exported data can be used for various purposes, including external reporting, archiving critical project details, or sharing information with stakeholders who may not have SuiteDash access.
TL;DR: SuiteDash’s enhanced Project Notes functionality empowers teams to collaborate more effectively and manage projects more efficiently. By incorporating the convenience of auto-save, automatic timestamps, draft capabilities, and secure data export, SuiteDash provides a robust solution for capturing, sharing, and accessing vital Project information.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/588-projects-project-notes

CRM / CRM Notes Export
Building upon the successful introduction of enhanced Notes functionality in the CRM Dashboard, We have now extended these capabilities by adding the ability to export data.
Powerful Export for Each Company or Contact: In addition to the improved note-taking experience, SuiteDash introduces a powerful export functionality. You now have the ability to export all Notes associated with a specific CRM Target (Company or Contact). This creates a secure and portable file containing a comprehensive record of all your interactions for that specific CRM Target.
Improved Security: Exported Notes can be securely stored outside of SuiteDash, creating an additional layer of data protection.
Enhanced Portability: The exported data provides a convenient way to transfer Client communication history if migrating to a different CRM system or sharing information with external parties who may not have SuiteDash access.
Streamlined Reporting: Exported Notes can be easily integrated into your external reports or presentations, providing valuable insights into Client interactions and relationship development.
TL;DR: The enhanced Notes functionality and export capabilities empower businesses to capture, organize, and access critical Client information more effectively. These improvements not only streamline data management but also enhance data security and portability, ensuring a more robust and user-friendly CRM experience.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/450-adding-notes

Automation / Dynamic Placeholder Widget 2.0
SuiteDash has long championed the power of Custom Fields, giving you the power to configure the platform to capture the specific data points most relevant to your business. However, limitations existed in utilizing this Dynamic Data across all platform functionalities.
Breaking Down Barriers: We are thrilled to announce a significant leap forward in Dynamic Data utilization. Previously restricted functionalities like Project titles, email subject lines, and a few others were not able to utilize the power of Dynamic Data Placeholders. We now have the ability to integrate DDPs in places where it was previously not possible.
Streamlined Project Creation with Dynamic Titles: Imagine automatically generating Project titles that reflect the unique details of each Project. With SuiteDash’s new functionality within Project Generators, you can now utilize Dynamic Data Placeholders to populate Project titles. This will save valuable time and ensure consistent, appropriate and informative Project titles.
The Power of Personalization: By leveraging custom fields within project titles, you can personalize each project from the very beginning. For example, if you have a custom field capturing the Client name, the project title could automatically populate as “Client Name – Project X.” This not only enhances clarity but also reinforces Client focus within your project management processes.
A Foundation for the Future: SuiteDash’s commitment to dynamic data extends beyond the current implementation in Project Generators. This feature represents the first step in a continuous rollout, expanding the use of dynamic data placeholders across various platform functionalities. We welcome feedback from the Community to help guide us to the places where this new capability will be best deployed.
TL;DR: SuiteDash’s Dynamic Data Placeholders within Project Generators empower you to streamline Project creation, personalize Project titles, and ultimately achieve a new level of efficiency and organization within your Project Management workflows. As SuiteDash continues to expand this functionality, you can expect even greater control and customization across the entire platform.
Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/250-projects-project-generators

Portal / NEW Mobile Menu
SuiteDash is dedicated to providing a seamless user experience across all devices. Recognizing the growing importance of mobile access, SuiteDash is proud to announce a brand new mobile menu. This update addresses compatibility issues, streamlines navigation, and boasts a modern design for a more intuitive and user-friendly experience on the go.
Farewell to Compatibility Headaches: The new mobile menu has been meticulously optimized to ensure flawless functionality across all mobile platforms. This eliminates compatibility concerns you may have experienced with the previous menu, ensuring a smooth and consistent experience regardless of the device you’re using.
Modern Design for a Polished Experience: The new mobile menu features a modern and attractive design that moves and reacts fluidly to touch inputs. This not only enhances the overall user experience but also reinforces SuiteDash’s commitment to providing a polished and professional solution for small and medium businesses.
Increased Productivity: Effortless navigation allows you to locate features and functionalities quickly, maximizing your productivity while on the go. Plus, the ability to access SuiteDash functionalities from your mobile device empowers you to respond to Client inquiries and requests promptly, fostering stronger Client relationships. There is no doubt that a smooth and intuitive mobile experience translates to increased user satisfaction, keeping you, your Staff and your Clients engaged and productive within the SuiteDash ecosystem.
TL;DR: SuiteDash’s commitment to continuous improvement extends beyond the desktop experience. The new mobile menu represents a significant step forward, ensuring a seamless and user-friendly experience for all SuiteDash users, regardless of their chosen device.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documents / Documents Requiring Signature added to Urgent Notifications Bar
Building upon the success of the Urgent Notification Bar (UNB), SuiteDash now empowers businesses to significantly increase signed Document completion rates by giving the option to use the UNB to bring attention to Documents that require signing. The UNB keeps critical actions at the forefront of your Client’s attention, minimizing the risk of missed deadlines or incomplete documents.
The Power of Visibility: The UNB was developed to highlight critical actions assigned to Clients, Prospects, or Staff Targets within the CRM. This tool served as a visual reminder to complete tasks like following up on a lead, completing a form, or finishing a checklist. The result? Increased visibility led to a higher likelihood of Target completion.
Streamlined Signing Workflows: We’ve taken this functionality a step further by integrating the Urgent Notification Bar with signed Documents. Now, when you generate a Document requiring a Client’s signature and assign it to a specific Target within your CRM, they’ll see the Urgent Notification Bar. This visually prominent reminder ensures they’re aware of the pending action.
One Click to Completion: The Urgent Notification Bar isn’t just informative – it’s actionable. With a single click, the Target can be directed straight to the document within SuiteDash, ready for their electronic signature. This eliminates the need for manual navigation or searching, minimizing friction and prompting faster completion.
Flexibility at Your Fingertips: Of course, not every situation requires the urgency of the Notification Bar. For added control, we’ve included a toggle switch that allows you to disable this functionality for specific Documents or workflows. This empowers you to tailor the experience based on the Document’s importance and urgency.
The Benefits of Enhanced Signing Reminders: Prompting Clients with the Urgent Notification Bar significantly reduces the time it takes for them to acknowledge and sign important Documents. Furthermore, a streamlined signing process creates a more positive Client experience, fostering stronger relationships and trust. Faster Document completion translates to improved operational efficiency and allows your team to focus on core business activities.
TL;DR: Overall, SuiteDash’s expanded Urgent Notification Bar functionality for signed Documents represents a significant step forward. By enhancing document visibility, streamlining the signing process, and offering flexible control, SuiteDash empowers businesses to achieve faster signing rates, improve Client satisfaction, and optimize their overall workflow efficiency.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/49-document-templates

Forms / Dynamic Data Placeholders in Form Field Subtext (Update Forms)
SuiteDash uses several types of forms, each one designed to be used in specific circumstances. Update forms are unique in that in every case when a target encounters an update form, the platform always knows the identification of that target even before they start completing the form. Because of this, we are able to personalize the data that is presented to the target in these types of forms in a way that is not possible with other form types.
Dynamic Data Placeholders: Personalization Made Easy: Building upon the foundation of user recognition, SuiteDash introduces dynamic data placeholders within Update Form Subtext areas. These placeholders allow you to personalize the Subtext message associated with each form field. This Subtext typically provides additional information or instructions to guide users through the Form completion process.
Tailored Instructions for Each User: Imagine personalizing Subtext messages within Update Forms. You can now leverage Dynamic Data Placeholders to dynamically insert a Target’s first name, last name, contact information, or even data from custom fields directly into the Subtext. For example, instead of a generic “Please enter your email address,” the Subtext could be personalized to say “Hi [First Name], please confirm your email address at [Email Address].” This level of personalization not only enhances the user experience but also improves comprehension and reduces errors during form completion.
The Benefits of Personalized Subtext: Personalized Subtext messages within Update Forms offer a multitude of advantages. Personalized instructions create a more engaging and user-friendly experience, fostering a positive brand perception. Also, clear and targeted instructions minimize confusion and lead to more accurate form submissions. And, by reducing the need for clarification or back-and-forth communication, personalized Subtext can streamline the overall form completion process.
TL;DR: SuiteDash’s Dynamic Data Placeholders within Update Form Subtext empower businesses to personalize the user experience, improve data accuracy, and ultimately achieve a more efficient and user-friendly data collection process.
Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/286-update-forms

Projects / Drag & Drop Subtasks in Task Templates
SuiteDash is further streamlining Project workflows with the introduction of Drag & Drop Subtasks in Task Templates. This innovative feature empowers you to define and reorder Subtasks within your Task Templates, ensuring a consistent and efficient workflow across all your Projects.
Building Order into Your Project Foundation: Previously, SuiteDash allowed for dragging and dropping the order of Subtasks within individual Tasks. Drag & Drop Subtasks in Task Templates takes this functionality a step further. When creating Task Templates, you can now define the specific order in which Subtasks will appear when the Task Template is used to generate new Tasks within a Project.
Flexibility at Your Fingertips: We understand that project needs can evolve. Even after creating a Task Template, you may decide to adjust the order of the Subtasks. Now you can simply revisit the Task Template and reorder the Subtasks with a simple drag-and-drop motion. These changes will be reflected in all future Tasks generated from that Task Template.
Enhanced Team Efficiency: By establishing a clear order for Subtasks within your Task Templates, you can significantly improve team efficiency. Everyone working on a Project generated from that Task Template will have a clear understanding of the workflow, eliminating confusion and ensuring everyone is on the same page. This reduces the need for clarification or micromanagement, empowering your team to focus on completing Tasks efficiently and meeting deadlines.
TL;DR: Drag & Drop Subtasks in Templates represents a valuable addition to SuiteDash’s Project Management toolkit. By enabling you to define and maintain Subtask order within Task Templates, this feature streamlines project setup, reduces administrative overhead, and fosters better team collaboration. This translates to improved project execution and overall business success.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/68-task-templates

Portal / Improved layout for Add/Edit Staff
Continuing on our path of deploying our existing tools to work also on the HR side, We’ve restructured the process for manually adding a Staff member to more closely resemble the process of adding a CRM target. This includes additional options and explanations that will simplify and streamline the process of adding staff and properly configuring their assignments and automations.
Streamlined Staff Management: By streamlining the manual Staff addition process, SuiteDash empowers businesses to onboard new team members faster and more efficiently.
Enhanced User Guidance for Simplified Setup: The redesigned Staff addition process incorporates additional options and explanations. This valuable guidance simplifies configuration and streamlines the process of adding new Staff members.
Streamlined Onboarding Process: A faster and more intuitive onboarding process allows new hires to get up and running more quickly, maximizing their productivity from day one.
TL;DR: SuiteDash’s revamped manual Staff addition represents a significant step forward towards streamlining and automating the process of adding new Staff. By aligning with existing workflows, providing clear guidance, and simplifying configuration, SuiteDash empowers businesses to achieve faster, smoother, and more efficient Staff onboarding.
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/123-onboarding-your-staff

White Label / Redirecting White Label CNAME endpoints to blank page
As a part of our commitment to EXTREME White Label, SuiteDash has long offered a robust suite of White Label options, including CNAME endpoints. For agencies, resellers and other facilitators, these endpoints allow you to configure a custom domain for your Client’s Portal, completely masking SuiteDash’s presence. This not only enhances the Client experience but also prevents competitors from gleaning insights into your White Label strategy.
White Label CNAME Endpoints: Empowering agencies and facilitators to deliver custom-branded solutions to their Clients without revealing SuiteDash as the underlying engine. This latest update addresses a potential White Label exception, further solidifying SuiteDash’s position as a leader in White Label solutions.
Extending White Label: We have addressed this outlier White Label exception with this latest release. Now, when a user enters a CNAME endpoint directly into their browser, they’ll be redirected to a blank white screen with a message indicating that the domain is not yet configured. This eliminates any remote possibility of exposing the SuiteDash login and reinforces the integrity of the White Label experience.
Addressing a Community-Identified Issue: SuiteDash prioritizes continuous improvement, actively listening to its user Community. This feature improvement was a direct response to this valuable Community feedback.
TL;DR: SuiteDash’s commitment to EXTREME White Labeling goes beyond functionality. By actively addressing Community concerns and implementing robust solutions, SuiteDash empowers businesses to deliver an exceptional White Label experience with complete confidence.
Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/130-setting-up-your-custom-url

White Label / Custom CSS is now applied to all Non-Logged Views
SuiteDash continues to push the boundaries of White Labeling. Renowned for its extensive branding tools, SuiteDash empowers agencies and facilitators to deliver custom-branded solutions to their customers. This latest update grants even greater control, allowing for the application of custom CSS to non-logged views.
The Power of White Labeling: SuiteDash has always championed comprehensive White Labeling, offering a robust suite of branding tools. These tools empower users to completely customize the look and feel of the platform, aligning it seamlessly with their Client’s brand identity. This extends beyond the logged-in user experience, encompassing non-logged views like invoices and file request interfaces.
Responding to Community Feedback: SuiteDash values its Community of SuiteMates and thrives on continuous improvement. A recent Community request highlighted the desire for greater control over the visual identity of non-logged views. Previously, users were limited to the customization options provided within the platform.
Unlocking the Power of Custom CSS: We have addressed this feedback by introducing the ability to leverage custom CSS for non-logged views. This empowers agencies and facilitators to meticulously tailor the appearance of these crucial touchpoints. Imagine perfectly matching your brand colors to your invoices or subtly incorporating the perfect version of your logo into the File Request interface. Custom CSS unlocks a world of possibilities, ensuring a truly cohesive and brand-aligned experience for your Clients.
TL;DR: SuiteDash’s commitment to White Labeling goes beyond providing tools. By actively listening to user feedback and implementing powerful features like custom CSS, SuiteDash empowers businesses to deliver exceptional white-labeled experiences that leave a lasting impression on their Clients.
Another feature requested BY the Community is now delivered TO the Community! Thank you for being part of our Mission to help business owners around the world achieve #SuiteFreedom by leveraging the power of systems, processes & automations!
Available NOW to ALL SuiteDash accounts for no additional charge!
Documentation: https://help.suitedash.com/article/127-platform-branding