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Alex

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9 results found

  1. Custom "Signature Forms" for additional Agreements, Waivers, Authorization Forms, etc.

    288 votes
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    65 comments  ·  General  ·  Admin →
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    under review  ·  Rajesh Agarwal responded

    We were prepping to start this and realized the narrow-scope version we were willing to commit to would just make most people upset that we “built it half way” – but we aren’t in a position to compete with docusign/etc and spend a year building a proper solution.

    We could more easily help make a zapier/webmerge solution work if you wanted some automation, if we get a lot of feedback supporting that idea I’ll make it happen pretty quickly.

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    Alex commented  · 

    Yes please..

    Alex supported this idea  · 

  2. Check-ins automatically approved when signed.

    5 votes
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    under review  ·  0 comments  ·  General  ·  Admin →
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    Alex supported this idea  · 

  3. Add existing and previous appointments to customer page.

    7 votes
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    3 comments  ·  General  ·  Admin →
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    Alex supported this idea  · 

  4. Widget flow customer referral by normal predetermined drop down selection

    7 votes
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    1 comment  ·  General  ·  Admin →
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    Alex commented  · 

    Yes, our customers will not know what to type into the field and having a drop down would be extremely easy for them to use. This would also allow us to track where our customers came from so we can focus our advertisements to the most popular referral sources.

    Thanks!

    Alex supported this idea  · 

  5. Appointments with Contacts

    10 votes
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    3 comments  ·  General  ·  Admin →
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    Alex supported this idea  · 

  6. Merge as Contact

    3 votes
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    3 comments  ·  General  ·  Admin →
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    Alex commented  · 

    Yes please. This is needed.

    Alex supported this idea  · 

  7. Attaching Lead to Customer Brings in New Contact

    6 votes
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    1 comment  ·  General  ·  Admin →
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    Alex commented  · 

    Yes please. For a business having companies and contacts and not just individual customers this would be extremely helpful.

    Alex supported this idea  · 

  8. Customizable Home Page

    30 votes
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    under review  ·  4 comments  ·  General  ·  Admin →
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    Alex supported this idea  · 

  9. Add business name to "customer details" widget

    2 votes
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    Alex commented  · 

    Any update on this. I see this back in 2016. I looked in the widgets and haven't found any way of adding a business name to any of the forms?

    Alex supported this idea  · 

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