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Add ability to attach documents in Tools area

for example, I would like to attach a project management template, or a link to the tax forms
3 votes
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0 comments · Admin →
Add Logs

To projects - As a weekly status
To clients - From client manager - required As a what is going on with inactive accounts
To Members - as testimonials that can be requested and should default one during new invite
3 votes
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0 comments · Admin →
Add a filter for industry in the members area
3 votes
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0 comments · Admin →
Put a "Client" Filter on approval sheets view

both on admin and user. Really helps when trying to reconcile when there are more than one project per client.
3 votes
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0 comments · Admin →
Enable Third Party Billing

This will be big if we get it going
2 votes
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0 comments · Admin →
Add ability to email invoice right from Site
2 votes
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0 comments · Admin →
fix the Member screen to fit
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0 comments · Admin →
Add - Active, submitted, etc to Managed clients and members

on the Member home screen. this will allow the client manager better view of what is outstanding for their clients.
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General

I suggest you ...

There are two ways to get more votes:

Add ability to attach documents in Tools area

Add Logs

Add a filter for industry in the members area

Put a "Client" Filter on approval sheets view

Enable Third Party Billing

Add ability to email invoice right from Site

fix the Member screen to fit

Add - Active, submitted, etc to Managed clients and members

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