This is not a new idea and you are well aware of it but not being able to produce a report that includes the row info ALONG WITH the associated attachment is terrible. It's just so cumbersome and not practical to use.
The Docusign status column is woefully inadequate if there are multiple signers. We need to add statuses for signer 1 signed, sent signer 2 etc. Currently as its set up the only way the status column is useful is to set up an automation and let someone know when the Docusign is complete. It makes it impossible for us to…
It would be much more convenient if there was a link to the sheet in the email received from a Row Reminder, like there is from an Automation email.
Please add the ability to 'reset' column order across sheets to match the template. Currently in control center, you can add (or move) a single column to a single destination point. As I understand it, that destination is based on the column position number. So although you may be showing it going in between "Assigned to"…
Having the ability to upload file attachments (specifically, Word and PDF) to a Dashboard would be extremely useful.
Column title is not moving at all for me when I select "Center Align". I am not able to highlight the column title only to perform this function. Only the cell text moves with the align icons in the toolbar. Please include the capability to align Column title text.
This is a standalone of a request I've seen pieces of in other threads. I would like to see URL's that are included in the message of an Update Request be clickable when the Update Request has been opened. As it is, the email notifying the user of an update request has a clickable URL hyperlink, but when they open the…
There currently isn't a way to have lanes with no data (such as "no cards") to be hidden, or the ability to use a chosen selection of lanes. If I am doing a sales meeting, I would like to be able to apply a Sales filter to only show the lanes for the salesmen. This could be a view setting or a feature of a filter that…
There currently isn't a way to automatically collapse lanes based on criteria (such as "no cards") or to use one click to collapse all. Currently I have to click each column to collapse individually, to show/hide what I want.
Would be great if we could set certain fields to disable or read-only input fields instead of just having the option to hide them.
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Would love to see that pictures can be added as a feature onto forms. This would help with creating a customer order form. Ideally, being able to display a photo with description and option to select would be helpful
I would like to have a way to archive items that I want to be able to refer back to but not have on my active work spaces to lessen clutter. I created a folder for individual sheets to go into but can't do that with workspaces.
In an active dashboard, if you need to remove a widget that is no longer needed, it would be handy to have a pop-up which could ask if you want the widgets below to be moved up. The cut and paste could be a bit better too. :-)