Hubly
Create
Log in
Sign up
Feedback
Hubly Roadmap Requests
Changelog
Boards
Hubly Roadmap Requests
Powered by Canny
Hubly Roadmap Requests
Details
Category
Select a category
Showing
Trending
Sort
Trending
Top
New
Filter
Under Review
Planned
In Progress
Complete
posts in
All Categories
All Categories
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)
Household Improvements
Consolidated feedback from customers on general improvements on managing households in Hubly.
14
·
Client Card
84
Powered by Canny
