-
Docusign Integration - better status column
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…
-
Merged: Remove the requirement to search when you use Move or Copy file selection in automations
This discussion has been merged.
-
Row Reminder Email with Link
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.
-
Merged: Decimals in calculations
This discussion has been merged.
-
Control Center - Ability to reorder columns, or reset all columns to predefined order
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"…
-
Attach/upload Document files to Dashboard
Having the ability to upload file attachments (specifically, Word and PDF) to a Dashboard would be extremely useful.
-
Center Column Titles
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.
-
Merged: Increase Character Limit
This discussion has been merged.
-
Update Request Hyperlinks
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…
-
Filter Lanes in Card View
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…
