Feature Suggestions

Suggestions & Feature Requests

Landing page

It would be interesting if the system generated a landing page with form for capturing leads.
New
2 votes
not commented yet

PDF in e-mail

it would be interesting to send an invoice in PDF by email.
New
1 vote
not commented yet

PDF Reports

Hello It would be interesting to create reports in pdf, such as: Expense reports Invoice report Customer reports. Fee report collected Cost report These reports would help users to better manage the financial part.
New
2 votes
not commented yet

Proposel

Is it possible to make an Probability in the leads and in the proposels?? Yes but what will we use it for ? the use is to see at what xx% you deals or your leads are ( forecast )
New
1 vote
2

invoice, estimate and expense

Why is this complex with that kind off data? When you look at differents CRM applocation then its must easer, to create. Sample New invoice: What is the meaning off serie? why Date of Issuance? Why is that not automatic fill in when creating or sending invoice? why is there no automatic invoice number??? Please check this CRM see how simpel the invoice, estimate,taks etc etc works Demo: https://flow.codekerala.com Email: admin@flow.test Password: password When you can create/combine somethin...
New
2 votes
2

Templates

Make your own templates for invoice, proposels, estimate, see sample https://flow.codekerala.com/templates https://flow.codekerala.com/templates/create Demo: https://flow.codekerala.com Email: admin@flow.test Password: password Hello, we want to first stabilize our application. get the core features and then continously improve. Do you notice that the developer is not doing updates since 2018 from the above code? But we thank you for your ideas.. we will try to study this application for...
New
1 vote
3

Create taks

Why must an select milestine for creating an taks? I want to make an taks for an action like, make phone call, or for an proposel, or do something for an client why is that not possible Tasks are linked to Milestones inside of projects. It is mandatory to keep the structure clean. A task presently only is suppose to work inside of a project. So we cannot create an task for making an call or create an task and assign for staff member to do something for an client??
New
1 vote
2

Ciuis Feature: Client / Lead Logos

I am very visual and want to have a lead company logo in the kanban for leads. This would instantly let me see the key companies that I am dealing with.Would also be useful to have image as a field type in the custom field creator. Hello, Is it possible for your to provide some screen shots or visual ideas on this thread? A basic idea is attached. For each lead / client etc the ability to upload a client logo and have it show in the kanban or lead/client list. Nothing moving on this or many of...
Under review
1 vote
4

Option to pick number of visible clients / leads / proposals / expense per page

There should be an option to pick the number of visible clients / leads / proposals / expense per page, it would be more convenience for users.
New
0 votes
not commented yet

IQ code invoice

IQ ( bar ) code in the invoice for scan an pay tru mobile Interesting,,, more details ? When creating an invoice or send invoice show IQ code in the PDF so customers can easy pay the invoice from scan and pay functie mobile
New
1 vote
2

Marketing Automation

Marketing automation refers to the software that exists with the goal of automating marketing actions. Many marketing departments have to automate repetitive tasks such as emails, social media, and other website actions. The technology of marketing automation makes these tasks easier.
New
1 vote
5

Invoice due after (days)

What happen to an invoice after the due date? The invoice becomes overdue.. what do you have in mind.. feel free to share here.. we are listening..
New
1 vote
1

Credit Note

Credit note module is missing? how can we credit an invoice? We have to develop this .. Aprox 2 months from now ?
Planned
0 votes
1

Tax settings

Missing the function to add TAX %. Now you must every time add an tax when creating an invoice Hello the tax / VAt field is a % field, You can add this percentage into the product master.. and when you add the item in invoice it will come automatically?
New
0 votes
1

date an time setting bot working

When we set the date and time setting, in the timer you still see this format Started at: 2019-04-07 01:56:16 Yes we need to full revamp the present data/time zone features.. and we have started some work on this, estimated fix / improvments in 1-2 months.
Planned
0 votes
1

GDPR Compliance

it’s very important to note that you as CRM/website/server owner are the data controller that process the information you store. Yes Sander, Presently the app is not GDPR complaint. But hopefully by end of this yr, we will enabled functions which will allow the customer/client to request for account closure and then all data would be deleted from system. This is not priority ffor us as of now.. but thank you.
Under review
0 votes
1

We want to see the option to send receipt to customers

We want to see the option to send receipt to customers,and the payment option by species
New
0 votes
not commented yet

changes

We made some modification in the CRM, but everytime when we update, all the new modification are gone?? Why is that? Hello sander, When we release an OTA update.. we have updated files and db.. these files overwrite the older files.. so when you do update.. your modifications might be overwritten. This was one of most complaint about the logo/customizations for buttons/ links.. we added this rebranding with the last version where you can set this up. These dont get overwritten. Do you have a...
New
1 vote
1

invoice and proposel, estimate templates

Add your own invoice, proposel and estimate templates, or use different templates
Under review
1 vote
6

add task

There is no option to add an task for you or client, task can only be add for an project, Why? HI if we have task without projects. how do you indend to use this? .. if you eloborate a bit and if that makes sense.. we can consider this. also having tasks linked to invoices or expenses or customers.. will that help and how do you think we can use this.. ? Sample i want to add an task to do some work, so i can set timer and bill it Instead of that, if we are able to link inside of tasks.. to cu...
Under review
0 votes
4