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Hubly Roadmap Requests
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Automations (25)
Automation Rules (2)
Next Workflows (3)
Forms & Conditions (7)
Reminders (7)
Bulk Action (CRUD) (4)
Task Management (4)
Hub Feed (1)
Client Tasks (1)
Workflow Building (5)
Workflow Builder (3)
Templates Library (0)
Workflow Sharing (0)
Visualization (9)
Views, Kanban & Filters (1)
Workflow & Process Menu (0)
Insights & Reporting (2)
Compliance & Audit Tracking (3)
Hub Dashboard (3)
Client Card (11)
Comments & Notes (4)
Meeting Dates (0)
Important Client Dates (0)
Document Management (1)
Households (1)
Integrations (15)
Wealthbox CRM (0)
Redtail CRM (0)
Other Integrations (5)
PreciseFP (1)
Zapier Integration (1)
Email Integration (1)
Account Management (6)
Service Teams (1)
Tags & Streams (0)
Setting Pages (0)
Subscription Management (1)
CSV Management (0)
Permissions (1)
Notifications (1)
Other (13)
Viewer Access for 3rd Parties
Would love to see an option for viewer access to share with consultants, accountants, etc that are not individually priced. This is an option with most of our services that is critical to operations, but isn't available here.
0
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Account Management
1
Service Team Improvements
Consolidated feedback for customers on general improvements on managing service teams across the hub.
2
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Account Management
2
Notification Improvements
Consolidated feedback from customers on general improvements on improving notification management for users in Hubly.
21
·
Account Management
36
2FA
Enable two-factor authentication via an app, not just text message, for added security.
6
·
Account Management
21
Workflow Viewing Permissions
It would be awesome to be able to categorize certain workflows as private for either a single user or group of users. Examples would be for HR related items, or items that the whole team shouldn't be able to see but still need to be tracked and are workflow oriented.
1
·
Account Management
24
Auto Logout
Would like to see a feature that creates an auto logout based on certain criteria--eg, timeout after inactivity, after browser closeout or computer restart--otherwise anyone could have access to the integrated CRM
2
·
Account Management
2
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