Skip to content
← Have an idea? Share it!

Settings and activity

4 results found

  1. allow us to limit which forms employees can see to help us with solicitation issues

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Ideas Hub » Forms & Charts  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Ashley Stearns commented  · 

    we spend hours a day downloading and uploading forms to protect client info from staff.

    just allow them to see the forms we need them to see! please! let us choose which ones

    Ashley Stearns shared this idea  · 

  2. make a function where we can see abandoned online bookings, my research shows thats a HUGE missed opportunity for follow ups

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    2 comments  ·  Ideas Hub » Client lists and profiles  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Ashley Stearns commented  · 

    please!

    An error occurred while saving the comment
    Ashley Stearns commented  · 

    please!

    Ashley Stearns shared this idea  · 

  3. make a function where we can see abandoned online bookings, my research shows thats a HUGE missed opportunity for follow ups

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Ideas Hub » Client experience (online booking, portal, etc)  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    Ashley Stearns shared this idea  · 

  4. Restrict access to specific forms and charts

    6 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    Waitlisted  ·  1 comment  ·  Ideas Hub  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    An error occurred while saving the comment
    Ashley Stearns commented  · 

    We need to be able to limit or restrict specific forms or data within form to ensure client protection and privacy. Simple restrictions through Permission Groups are not enough at this time.

    Ashley Stearns supported this idea  ·