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Hubly Product Requests
Description
For email notifications is it possible to put the Firm Name
We work with a few firms and want to get email notifications when a task is assigned to us. The problem we are having is that it just say a task has been assigned so we don't know which firm assigned a task.
0
1
One-time tasks without workflow association
We would like to create one-time tasks that are not associated with a workflow. Often we will have a one time tasks that is client specific or internal (non-client) but we would like it to show up on hubly with our daily tasks so everything is in one place and we can schedule reminders for it to pop up at a future date.
0
1
Allow attachments to a specific task
We want to attach a specific client document to a specific task for them in a workflow rather than to the whole workflow.
5
24
To do List
A little side bar by Hub Feed to put in a to do list that's more of a day-to-day list of things that are not client specific.
5
17
Display workflow-specific comments only
Provide ability on the client card to display comments only if related to the selected workflow and exclude comments imported from the CRM. I'm finding workflow specific comments are getting pushed down in the view, and thus we lose sight of the dialog or updates that are workflow specific.
1
9
Hover Workflow Title
Sometimes the workflow title is too long to be displayed from the dropdown menu or while on the client card. Being able to hover over the title (similarly to hovering over tasks in the HubFeed to see the whole task title) would be a huge improvement. At this time the only way to view the whole title is to click rename to view the title and then click save.
0
6
see images in comments
be great if we could toggle on or off the ability to see any images we copy / pasted into the comments section. frustrating to enter it into hubly but when wanting to review it have to open it in redtail
0
3
after refresh, back to current view
It would be great to see what you were looking at after you refresh.
4
·
planned
20
Controlling Task Reminders based on Important Dates
Set task reminders based on important dates (primarily next client meeting date, which can vary).
5
25
Allow sequential reminders to be editable
Currently, the only way to reschedule a smart reminder is to delete the task and create a new one, then set the reminder (manual). It would be so helpful to be able to edit the reminder as we do all other reminders.
0
28
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