New integrations and features are being planned and built from this wish list.
We will look at the number of votes an idea have and prioritize based on that + complexity of the implementation.
When you vote, you will get automatic emails to keep up to date about the progress 😎
We would love to be able to click an email address and have that open our email client to send the message.
We utilize consultants, contractors, and sales reps among other contacts. Being able to have a consultant category or even "misc contacts"...
Knowing whether a message, contract, invoice, etc. went out to our client successfully is very important. Having the ability to cc ourselves would...
When I'm on my dashboard, I'd like to open all my tasks by clicking the title of the widget. Doing this with any widget would add a level of...
I created a test appointment just now and it shows up as being from Indema and the meeting name is followed by "-Indema". ...
We would love to see acuity integrated for scheduling.
Sometimes we choose to work from home in our off-hours and would like to be able to record this time.
For a really easy integration to several other platforms, Zapier would be great.
I can see start and end times in the time log report, but I have to manually enter all this information into our accounting software (ours doesn't...
We add tasks throughout the project and some tasks hold much more weight than others. While that progress bar may be helpful for us, it will be a...
I understand the purpose of each (I think). Messages are more for general conversation where discussions are about a specific product or subject. I...
We would like to welcome clients to the portal in our own way, with our own messaging - including the link to the video that shows them how to use the...
We love the leads section and the ability to add follow-ups and would love to see those follow-up tasks show up on our dashboard for easy remembering...
We send an email at the start of each milestone, introducing them to the next phase of the project. It would be great to have the ability to base the...
We would love to have the option for our progress bar to be based on tasks, milestones, budget or hours. Tasks might misrepresent how much more we...
I can see how to send individual items for an RFQ, but do not see a way to select multiple items to send for RFQ from one vendor. We primarily have...
We find it very helpful when we can provide our contractors with information from start to finish through the design process. Allowing them the...
We would love it if the contacts and the projects tab on the left of the screen were menu items like "team" and "business", this...
It looks as though invoices need to be for either services OR products, but cannot combine both. I would love to combine both so we can charge for our...
We would love to remove the "sales price" and "shipping" columns from our invoices when we are doing service only invoices. We...
Nothing urgent, but it would be a very user-friendly thing if the title when on the project page (the project name at the top) was a drop-down menu...
We love that if we view all tasks together via this link: https://app.indema.co/admin/task we can create new tasks using pre-created task templates....
We love that the software requires us to enter a note/memo about a task, but it would be great to be able to modify or even just enter that...
We had an office meeting today and everyone agreed that if our potential clients need a tutorial on how to navigate and find their contracts, we'll...
When we go in to track time on a project manually, it would be great if the dropdown of tasks showed either:...