Feature Requests

My VA does lead generation activities for me. I only put the ones that reach proposal stage into sales pipeline so that it doesn't get too overcrowded. It would be great if I could set up additional pipelines that can be used for a different purpose such as this, and then be able to move a prospect from one pipeline to another if it progresses.

Would like to add a customize email when a client submits a ticket (ie. ticket #, ticket name, who submitted and our completion policy). Also then customizing the email they receive when a ticket is closed.

The ability to create and collaborate with Google Docs and Sheets within Hectic would be amazing. Sometimes need clients to provide data in a spreadsheet or text in a doc so rather than them downloading, completing and uploading they could open and work with the Google Sheet or Doc within Hectic.

I'd like to be able to bulk email all my clients, for example to let them know I'm going on holiday or I'm sick. It would also be great to do the same for prospects for marketing purposes (if that's not already coming in the new sales pipeline feature)

It would be great to have branding elements setup in workspace, fonts, different colors, logo and icon so these can be used while working on different templates, agreements etc, instead of always trying to find HEX code for your branding.

Todo's (and Notes) are a wonderful "brain dump" feature. But then after I have time to plan, I have to recreate each todo as a task, then delete the todo. Lot's of typing. It would be great to just be presented with a drop down choice list of prospect/clients/project/opportinity to which I can attach the todo and it automatically becomes a task in that chosen area. Todo disappears from the todo list and appears thereafter as a task, wherever I specified. No "editing" the todo as part of the process. All editing would be done after it becomes a task wherever it now resides after the conversion. Keeps todo's as todo's and tasks as tasks and the UIX remains true. Same ask for Notes btw. Give me a drop down of places where I can attach the note.

Does it make sense to have anything in the same view but in the collapsed state? If I don't recall if that project has been invoiced I have to expand each project to see that detail.

Single tax is workable, but adds additional work at tax time to break out the tax collected into the correct buckets. https://www.revenuquebec.ca/en/businesses/consumption-taxes/gsthst-and-qst/collecting-gst-and-qst/calculating-the-taxes/

I'd like to be able to see unscheduled tasks in the Homebase as well. If I don't have any scheduled tasks I want to spend time on these.

So, I just realized that items with a long duration are not showing up in my Homebase list. For instance, I have a task I need to start tomorrow, but it's not due for several weeks. That means this item doesn't show up in Homebase. Is it possible to include items that are due as well as items that are in scheduled within the allocated time frames, and perhaps items in progress that may not have a due date?