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Feature Requests
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Outlook Calendar
We need an ability to link our Outlook appointments to records in SmartSuite for a better follow-up. The link should be working both ways: create or update a task in SmartSuite with new Outlook event gets created create or update events on the Calendar when Status of the record in SmartSuite changes
8
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planned
114
White Labelling
It would be ideal for a company to have it under their own domain and change logos, etc -ie. white labelling, any plans for it?
13
·
planned
122
Duplicate Automations to New Solutions
When duplicating a Solution, have the option to duplicate its Automations into the new Solution as well.
14
·
planned
157
Checklist: Allow Sorting
Now that we have automation actions that allow appending checklist items, it would be very nice to be able to sort these items by things like Title, Due Date, Assignee, and Completion.
3
·
planned
73
Notifications: Birthday and Anniversary alerts
This feature enables birthday and work anniversary alerts for members of the team(s) they are part of.
1
·
planned
42
Assign records to Teams
Would like to assign Teams to records. Currently assignments in records are limited to individuals only.
16
·
planned
158
Add Calendar View
Enhance the My Work feature to also provide the ability to view my tasks in a calendar view.
5
·
planned
164
A notepad feature next to my work
A little area to jot down quick notes that don't necessarily need to be a task.
8
·
planned
84
Add condition to scheduled time
would like to run automations at specific times but only if additional criteria are met.
4
·
planned
64
Gmail Sync for CRM Functionality
In order to use the system as a true CRM, it seems the only missing feature is the communication history which can be accomplished with an email platform integration (Gmail would be a great start). This would allow for any emails related to the email address in the contact record to be visible via the contact record. Ideally this info would also rollup into any associated account or opportunity records as well. Until then the view into the opportunities isn't complete and is only data related, which is great but especially for remote teams the history of conversations via email is necessary.
11
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planned
101
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