Feature Requests

We need a helpline, team email all profiles can select for support, where we don't share work related emails per user to our outside clients we support, but a group email for our helpline. Also, we need to be able to name the title of the email, when we email clients, via Comments. Example: "Helpline Team, Support team, etc." as a label. This would go nicely where we can as a team, select templates, canned emails we can send to our clients we serve.

manage the recurring bookkeeping tasks of a small business manage tax time would be great to have xero integration

Company Documents stored in a central place, being able to categorize them by file type, department(s), projects, fine grained permissions etc.

Please make accessible the template Layla used in her Content Video about SmartSuite.

The SmartSuite's general announcement page is a solution/view that I'm really interested in. Having a solution/view where everyone or certain departments can see general announcements such as updates from the higher-ups would be super convenient!

I need a report that can be generated monthly, kind of like a status report. But I want to be able to calculate how many appointments were booked, how many no-shows there were, how many providers were contacted, how many we partnered with.....that kind of thing. There may already be one similar to this but I can't seem to find it. It would also be nice if these could be automatically generated - like "Run Report" and all of those things are automatically filled in.

Create a way to estimate and track personal expenses

Recording Complex Transactions involving multiple roles for Debtors/Creditors

Template that demonstrates how a service provider offering 1-1 services could use SmartSuite to handle booking, prep/intake forms, and sending recaps after the session.

www.Scheduleit.com Good to review to see what I am talking about.