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Product Release Roadmap / Feature Requests

 MODIFIED Date: 2/21/2019 |  User Level: Regular User |  Views: 1,088

Description

Any system that is being improved upon will have a list of requested features. To facilitate and help people see the features we are planning on adding this is going to become our active document for features that are slated to be added based on client request. Any feature can be requested and will go into the queue below.

Requirements

  • No requirements beyond just requesting for a new feature

Notes

  • The priority for requests are handled in this order:
    • Custom Business Improvement Plan clients
    • Business Improvement Plan clients (Complete plan)
    • Business Improvement Plan clients (SEO plan)
    • Any client requesting a feature

System Modules

  • Overall
    • Universal updater
    • New modules
      • Backup and Restore
        • Backup to
          • Dropbox
          • Amazon S3
          • Google Drive
          • One Drive
          • FTPS
          • File system
      • Contracts
      • Donations
      • Google My Business
      • Human Resources / Employee
      • Invoicing
      • Scheduling
      • Slideshow
      • Social Sharing
      • Time Tracking
      • Training
    • Recompress all images
    • Convert images to WEBP images
  • Account
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Maps
      • Google map integration
      • Google driving directions
      • Select customers to travel to
      • Optimize routes
      • Save routes
      • Colorize and Filter map items
      • Click on map items to order
      • Click on map items to leave a task
      • Right side of the road stops
      • Display customer data on map icons
      • Save map to an image
      • Select an address and find businesses within XX miles of the address chosen
      • Filtering by
        • Last contacted date
        • Last order date
        • Sales YTD (Ascending)
        • Sales YTD (Descending)
        • Priority
        • Days since last visit
        • Customer Type
        • Sales Rep Name
        • State
        • City
    • Post cards based on a radius around an address
    • Allow multiple industries
    • SIC code
    • NAICS code
    • Annual revenue
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Number of employees
    • Ownership type
    • Annual revenue
    • For items in the address module allow option to "roll up" from the address to the account
    • Merge accounts
  • Address
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Picture of the address
    • Allow multiple addresses in Accounts
    • Allow multiple addresses in Users
    • Format phones based on the chosen country
    • Ticker symbol
    • View ticker symbol (current and past)
    • SIC code
    • NAICS code
    • Annual revenue
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Number of employees
    • Ownership type
    • Annual revenue
    • Make the URL fields clickable to pull up the site
    • Make email fields clickable to send an email with Outlook or other desktop client
    • Validate email
    • Validate website
    • Send out a birthday wish
    • Send out a anniversary reminder (week before)
    • Reports to
    • Assistant
    • Sync to outlook
    • Sms opt in
    • Spouse
      • Name
      • Anniversary
      • birthday
    • Children
      • Name
      • Anniversary
      • birthday
    • Pets
      • Name
      • Anniversary
      • birthday
    • Zip+4
    • Make certain the account code name is not already in use
    • Merge addresses
    • Popup for city/state
    • Popup for city/state when multiple city/state
  • Application Setting (Advanced)
    • Ability to pull down all of the system defaults (except those that have been modified)
    • Export all application settings to Excel
    • Import all application settings from Excel
    • Keep the single location Application Settings but also have settings under each of the modules for that specific module
    • Date sensitive Application Settings (setting valid from start date to end date)
    • CSS editor
    • Fields that are only true/false show as a check box and eliminate users from having to type in true/false
  • App Setup
    • Remove the extra modules and move into their own modules to keep the App Setup module clean and simple
    • Fav Icon upload
    • Convert PNG/JPG to Fav Icon
    • Edit Fav Icon
    • Upload logo (square) and resize to all appropriate apple and android touch icon sizes
    • Saving saves a status
    • URL links be clickable to verify
    • Starting year to be a drop down
    • Price range to a drop down
    • Hours break down by day (start/end or 24-hours)
    • META generation based on chosen social URL's)
    • Add reputation management information (pulled from address/url information)
    • Security items "less nerdy"
  • Blog
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Autopost / Share to
      • Facebook
      • Google My Business
      • LinkedIn
      • Twitter
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Option for no save unless a tag is assigned
    • Make certain the page name is not already in use
  • Downloads
    • Set the category without having to go to the Application Settings (Advanced) module
    • Tie to multiple accounts rather than one
    • Tie to multiple groups rather than one
    • Tie to multiple users rather than one
    • Add tags for searching
    • Make downloads multilingual capable
    • Ability to parse the uploads (if PDF, Word, Excel, etc.) to be included within the search results
    • Password protect documents
    • Ability to edit the document without having to download
    • Limit the number of times a file can be downloaded
    • Limit the downloads to a specific IP address
    • Ability to attach documents within newsletters and emails leaving the CRM
    • Daily notification for admins knowing what documents were downloaded and from what IP addresses
    • Track the IP addresses the download came from
    • Statistics within the dashboard/download grid about the downloads
    • End Date (must be after the current date?)
    • Full-Text indexing (PDF, Word, Excel)
    • Keywords
    • Multi-language support
    • OCR - Optical Character Recognition
    • Password Protection
    • Online editing
    • Limit number of downloads to XX times
    • Bulk export
    • Email documents
    • Import from emails
    • Daily email notification
    • Statistics for the dashboard
    • "Private" which means internal only (could be another name)
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • File Manager
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
  • Food
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Structured Meta Data
    • Unlimited menus and items
    • Menu sections
    • Add header and footer to each menu
    • Menu items with picture, description, sizes and prices
    • Responsive menu layout for mobile viewing
    • Variable menu depending on the week day and the hour
    • Drag and drop interface
    • Insert custom CSS
    • Facebook integration
    • Online ordering
      • See order history
      • Group ordering
      • Sandwich ordering
      • Pizza ordering
      • Burgers
    • Facebook online ordering
    • Print menu to PDF
    • Catering
    • Multiple locations
    • Coupons
    • SMS
    • Purchase gift certificates
    • Loyalty program custom cards
    • Holiday hours (be able to set ahead of the holiday) with setting the number of days to show before the holiday
    • Reports
    • QR code to send direct to menu/online ordering
    • Membership club
      • Email online specials
      • Promotional system
      • Birthday marketing
    • Social widgets
      • Send messages
      • Send updates
      • Send promotions to local customers
    • Delivery
      • Google maps integration for deliveries to clients
      • Minimum delivery amounts
      • Delivery distance
    • More nutritional information
    • Easily set hours
  • Funeral
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Gallery
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Watermark images
    • Password protect image
    • Password protect gallery
    • Light box
    • Resize on upload
      • Thumbnail
        • Width
        • Height
        • Crop thumbnail to height
      • Medium
        • Width
        • Height
      • Large
        • Width
        • Height
    • Ability to have a url parameter
      • Internal / External
        • Internal give a drop down for internal url's to prevent users from having oops moments
    • Group by Description
    • Images
      • Rotate left
      • Rotate right
      • Copy to another gallery
      • Move to another gallery
    • Tags
    • Optimize images
    • Images per page
    • Assign templates to groups
  • Graphing
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Importer
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Import from Drupal
    • Import from Joomla
    • Import from WordPress
  • Job Postings
    • Allow for a digital signature to be added in lieu of a physical signature
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • KB Article
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Approval process
  • Log Viewer
    • Trace IP Address to a specific user
    • Forward the log to a user
    • Resend an email log entry
    • Show country/city/state of IP address
    • Add user agent information
    • Print detail
  • Login
    • IP Address Banning
    • IP Address Range Banning
    • Two factor authentication
    • Force terms and conditions acceptance and record acceptance
      • Handle updates to re-force acceptance
    • Welcome messages
      • Happy birthday if it's a user's birthday
      • Happy anniversary if it's a user's anniversary
      • Happy anniversary if it's the company's anniversary
      • Happy anniversary if it's the company's "customer since" date
      • Show user specific downloads
    • If the login is from a new IP address from the old IP address show send an email to the user letting them know.
  • Logout
    • No new features currently
  • Mailing List
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
  • News & Events
    • Retire the separate Events module and combined into a centralized News & Events module
    • Retire the separate News module and combined into a centralized News & Events module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Recurrence
      • Daily
      • Weekly
      • Monthly
      • Yearly
    • Calendar Views
      • Day
      • Week (5-Day M-F)
      • Week (7-Day)
      • Month
      • Quarter
      • Year
      • List
    • Location
      • Postal code lookup
      • Google Map tie
    • Color coding
    • Google calendar integration and sync
    • Multilingual
    • Attachments
    • Links
    • Videos
    • Themes
    • Download .iCal
    • .ics format
    • Newsletter integration
    • Registration
    • Event importing
    • Download to Outlook
    • Download to Google Calendar
    • Subscribe to update notifications
    • Hover to see the detail without clicking
    • Repeating events
    • Categories
      • Filter by category
    • Multilingual
    • SEO Optimized (JSON-LD)
    • Sharing
    • Structured Meta data
    • Assign times to event
    • Multiple days
    • Add icons on events
    • Password protected
    • Save to
      • PDF
      • Word
    • Easily embed on any page of CMS
    • Scheduling
    • Pay for an event
  • Newsletters
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Page Content
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Base64 saving of images
    • More SEO capabilities
      • Readability level
      • Recommended changes for current SEO changes (AI driven)
      • Show Google preview
      • Show Bing preview
    • Multiple column templates
    • Password protect pages
    • Restore a previous version
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • SEO
      • Add features for SiteMap.xml
        • Priority
        • Change Frequency
    • Auto obfusicate email addresses
    • Preview
    • Meta preview
    • Content Analyzer
    • Analyze SEO
    • Check if exists on save
    • Preview in draft
    • Not visible until a certain date
    • Allow browser caching
    • Show log
    • Custom landing pages
    • Featured image for page
    • Schedule content
    • Create menu
    • Password protect pages
    • Force SSL
    • Show breadcrumbs
    • Content Versioning
      • Restore a previous version
      • Show version date, who did it, compare to current
      • Highlight the differences when comparing
      • Delete version history
    • Workflow
    • Themes to choose for layout
    • On save and published ping search engines
    • SEO
      • Set a focus keyword
      • Content Analysis
      • Global update for all pages
    • SEO Analysis
      • Number of words in page content
      • Title
      • Keyword
      • Pull listing from google
      • State if the keyword was found in
        • Article heading
        • Page Title
        • Page URL
        • Content
        • Meta Description
      • Highlight the fields for you
      • Description - 156 characters
        • Shorter if dates are in the text
      • Keywords in page content
      • Title in page content
    • Snippet Preview
      • Google
      • Bing
      • Yahoo!
    • Compress page content on save
    • On publish ping search engines
    • Better menu positioning
    • Better handling of Zurb/Bootstrap themes and images
    • YouTube support
    • Vimeo support
    • Base64
    • Tree view
    • Preview
    • Password protect pages
    • Save images to database
    • Save documents to database
  • Password Recovery
    • Email temporary password that expires after XX minutes (XX being system defined)
  • Payments
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Polls
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Polls
      • PollIdentifier
      • DescriptionShort
      • DescriptionLong
      • StartDate
      • EndDate
      • Active
      • EventPageUrl
      • WinnerUrl
      • DescriptionRules
      • DescriptionPrizes
      • AllowAnonymous
      • AllowMultipleEntries
      • AllowedMultipleEntries
      • AllowSeeingResultsBeforeEnd
      • AllowSeeingResultsAfter
      • ShowTop
      • AnswersBy
      • CreatedBy
      • CreatedDate
      • ModifiedBy
      • ModifiedDate
    • PollEntries
      • PollyEntryIdentifier
      • RegardingIdentifier
  • Portal
    • Allow users to choose a custom theme rather than the default
  • Products
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • nopCommerce
      • Head
        • CSS
      • Categories across
      • Header
      • Footer
      • Cart
      • Product Detail
      • Next / Previous options
    • Payment
      • One time
      • Multiple
      • Recurring ___ (Months, Weeks, Days, Years)
      • Email sequence
      • Tags on categories and products
    • Categories
      • Product count per category
      • Inline grid editing
      • Drag and drop display order
      • Import
      • Export
      • Include on homepage
    • Products
      • Import
      • Export
      • Inline grid editing
      • Drag and drop display order
      • Product reviews
      • Assign to multiple categories
      • Attributes (centrally managed as well)
      • Product specifications
      • Options (color, size, etc.)
      • Related products
      • Duplicate
      • Allow rating
      • Old/new price
      • Related products
      • Tags
      • Multiple categories
    • Recent reviews
    • Recently visited products
    • Attributes
    • Specifications
      • PayPal
      • BrainTree
      • Shipping
        • Instore pickup
        • USPS
    • Promotions
    • Volume discounts
    • Facebook app
    • Marketplaces
    • Paypal credit
    • Timezone
    • Multiple payment processors
    • Show where order is shipping from
    • Show where to pickup order (if picking up in store) (with directions)
    • Pricing
      • Setup fee of $349; covers
        • SSL
        • Domain Name
        • Email (up to 50 email addresses)
        • Custom made template to match the person’s branding/style
      • Monthly (or Annual Cost)
        • Paid Paid
        • Products Annually Monthly Up to 100 300 30 Up to 200 450 45 Unlimited 600 60
      • Sample
        • 1st year would be the setup + the annual/monthly charge
        • After the first year all that is needed is the annual/monthly charge
    • Features
      • Categories Unlimited
      • Products Up to desired limit Pictures 1 per product Social Sharing Yes PayPal Integration Yes Merchant Accounts Yes Shopping Cart Yes Customers Unlimited Sales Dashboard Yes
    • Product Features
      • SKU
      • Part Number
      • Picture
      • Title
      • Description
      • Active
      • Social Sharing
      • Qty
        • Total
        • Sold
          • If Sold = Total then states item is sold out
      • Tax Exempt (No sales tax)
      • Free Shipping
      • Show Date
      • Expire Date
      • Price
      • Shipping Price
      • Weight
      • Length
      • Width
      • Height
      • SEO
        • Keywords
        • Description
        • Title
    • Reports
    • Tax
    • Sales
    • Shipping Labels
    • Options
    • Show sold out items
    • Message to show when item is expired
    • When saving a YouTube video with &rel=0 at the end it changes it to &rel=0
  • Project Management
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Real Estate
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Listing comparison
    • Save search
    • Subscribe for updates
    • Printable flyers with listing data
    • Loan/mortgage calculator
    • Request a showing
    • Set as a featured listing
    • Tell-a-friend tool
    • Search
      • Filtering Parameters
        • Listing Type
          • For Sale
            • By Agent
            • By Owner
            • New Construction
            • Foreclosures
            • Coming Soon
          • Potential Listings
            • Foreclosed
            • Pre-Foreclosure
            • Make Me Move
          • For Rent
          • Recently Sold
          • Open Houses only
          • Pending & Under Contract
        • Lot size
          • Any
          • 2,000+ sqft
          • 3,000+ sqft
          • 4,000+ sqft
          • 5,000+ sqft
          • 7,500+ sqft
          • .25+ acre / 10,890+ sqft
          • .5+ acre / 21,780+ sqft
          • 1+ acre
          • 2+ acres
          • 5+ acres
          • 10+ acres
          • Custom size
        • Year Built
          • Min/Max
        • Home Owner Association Fees (HOA)
          • $100/month
          • $200/month
          • $300/month
          • $400/month
          • $500/month
        • Keywords (e.g. garage, pool, waterfront, etc.
        • Postal code
          • Radius
        • Show schools
          • Show only homes in this area
      • Save search parameters
        • To save any parameters all that is needed is to provide your email address
          • Your Saved Search is on Mobile and Tablet, too!
          • Access your Zillow Saved Search through your computer, mobile or tablet.
          • Search is synced to your mobile and tablet accounts
          • Get instant notifications of new listings
          • View new listings from anywhere
          • Get Zillow Mobile apps
    • Side-by-side map/listing view
    • Hover Detail
      • Hover over a detail or property and shows an info box window
      • Click for full details
    • Listing Detail
      • "House for Sale", "Commercial" to show what is being sold
      • Price
      • Beds
      • Baths
      • Square Feet
      • Brokerage
      • Click for full details
      • Ability to favoriite
      • Great Schools information/statistics
      • Community information/statistics
    • Detail
    • Url structure: https://www.zillow.com/homedetails/812-N-400-E-Valparaiso-IN-46383/81526599_zpid/?fullpage=true
    • Alternate view: https://www.coldwellbankerhomes.com/in/valparaiso/812-n-400-e/pid_27177435/?utm_campaign=OLDP-Zillow&utm_source=zillow&utm_medium=oldp&utm_content=listing
    • Market "hot score" - Based on three metrics—sale-to-list price ratio, the prevalence of price cuts on home listings, and time-on-market—the market temperature provides information on the current balance of bargaining power between buyers and sellers in this city relative to other cities in the same metropolitan area. A particular city may be identified as a good market for buyers in a metro market favorable to sellers overall. Learn more
    • Favorite location
    • Estimated mortgage
    • Show price cuts/increases
    • Show listed by
      • With logo
    • Real estate icons
      • Property logo
        • Home:
        • Commercial:
        • Land:
        • Condo:
        • Farm:
      • Cooling:
      • Days on site:
      • Calendar:
      • Parking:
      • Sqft:
      • Heating:
      • Lot:
      • Beds:
      • Baths:
      • Favorite
        • Heart:
        • Circle Heart:
        • Home Heart:
    • General Details
      • INTERIOR FEATURES
        • Bedrooms
          • Beds: 3
        • Bathrooms
          • Baths: 2 full, 1 three-quarter
        • Heating and Cooling
          • Heating: Forced air
          • Heating: Gas
          • Cooling: Central
          • Central Air: Yes
        • Basement
          • Partial basement
        • Appliances
          • Appliances included: Dishwasher, Dryer, Microwave, Range / Oven, Refrigerator, Washer
          • Appliances: Range Hood, Exhaust (Kitchen), Water Softner-Rented
        • Flooring
          • Floor size: 1,818 sqft
        • Other Interior Features
          • Room count: 11
          • Interior Features: Main Floor Bathroom, Main Bedroom Bath, Main Floor Bedroom, Cedar Closet
        • SPACES AND AMENITIES
          • Size
          • Unit count: 0
      • CONSTRUCTION
        • Type and Style
          • Structure type: Bungalow
          • Single Family
        • Materials
          • Roof type: Asphalt
        • Dates
          • Last remodel year: 1957
          • Built in 1957
        • Other Construction Features
          • Stories: 1
      • EXTERIOR FEATURES
        • Patio
          • Deck
        • Lot
          • Lot: 3.08 acres
        • Other Exterior Features
          • Parcel #: 640722300018000005
        • Exterior Features: Barn
      • PARKING
        • Parking: Attached Garage, 4 spaces, 1238 sqft garage
          • Garage Description: Other
      • UTILITIES
        • Well: Yes
        • Septic: Yes
        • Green Energy
          • Good solar potential
          • Sun Number™: 60.24
      • SOURCES
        • MLS #: 442892
          • Coldwell Banker Residential Brokera...
          • Logo
      • OTHER
        • Price/sqft: $117
        • Status: Active
        • Transaction Type: Sale
      • ACTIVITY ON ZILLOW
        • Days on Zillow: 70
        • Views in the past 30 days: 1,219
        • 31 shoppers saved this home
        • County website
        • See Data Sources
    • ZESTIMATE
      • ZESTIMATE RANGE
        • $169,000 - $279,000
      • LAST 30 DAY CHANGE
        • -$11,628 (-5.0%)
      • ONE YEAR FORECAST
        • $225,528 (+2.8%)
    • PRICE/TAX HISTORY
      • Price
        • Date
        • Event (Price Change, Listed for sale, etc)
        • Price
        • Change % (+/-)
        • $/SQFT
        • Source
      • Tax
        • Year
        • Property Taxes
        • Change
        • Tax Assessment
        • Change % (+/-)
    • MORTGAGE
      • Home price
      • Down payment ($ or %)
      • Loan program
      • Interest rate
        • See current rates
      • Include PMI (Checkbox)
      • Include taxes/insurance (Checkbox)
      • Home insurance
      • HOA Fees
      • Returns
        • P&I
        • Taxes
        • Insurance
        • SMEs
        • Flower
      • Option to get pre-qualified
    • HOME EXPENSES
    • NEIGHBORHOOD: 46383
      • Median Zestimate
        • Up/Down trend
      • Market Temp
        • Has a gauge
      • Picture of parcel with outline
      • Show nearby homes for sale
      • Show nearby schools
    • List of available agents at the bottom
    • List of lenders about financing
    • Details of who provided the listing at the problem
    • Quick option at the bottom to search for listings within a specific area around the location being looked at
    • RIGHT SIDE CONTACT INFORMATION
      • Contact Agent
        • Your Name
        • Phone
        • Email Address
        • Comments (pre-filled out)
        • Contact Agent
        • Checkbox that you want financing information (checked by default [or not] - control by agent)
        • List additional agents
        • Learn more (e.g. because a paid agent)
    • Owner/Realtor view
      • Top listings in the area
      • Traffic
        • Views
        • Saves
      • Value
      • Local news feed
      • Sales proceeds calculator
    • Buy
      • Search
        • Homes for sale
        • Foreclosures
        • For sale by owner
        • Open houses
        • New construction
        • Coming soon
        • Recent home sales
        • All homes
      • Resources
        • Buyers guide
        • Foreclosure center
        • Real estate app
        • Find a buyer's agent
        • Valparaiso school (change based on location)
    • Rent
      • Search
        • Rental Buildings
        • Apartments for rent
        • Houses for rent
        • All Rental listings
        • All rental buildings
      • I'm a rental manager
        • My listings
        • List a rental (it's free)
        • Received applications
        • Rent payments
        • Resource center
      • I'm a rent
        • My application status
        • My rent payments
        • Rent affordability calculator
        • Renters Guide
    • Sell
      • Selling tools
        • See your home's Zestimate
        • Valparaiso home values
        • Find a seller's agent
        • Add a Home Inspection
        • Sellers Guide
      • Post a home for sale
        • For sale by agent
        • For sale by owner
        • Coming soon
        • Make me move
    • Mortgages
      • Shop mortgages
        • Mortgage lenders
        • HELOC lenders
        • Mortgage rates
        • Refinance rates
        • All mortgage rates
      • Calculators
        • Mortgage calculator
        • Refinance calculator
        • Affordability calculator
        • Amortization calculator
        • Debt-to-income calculator
      • Resources
        • Lender reviews
        • Mortgage learning center
        • Mortgages app
        • Lender resource center
    • Agent finder
      • Looking for pros?
        • Real estate agents
        • Property managers
        • Home inspectors
        • Other pros
        • Home improvement pros
        • Home builders
        • Real estate photographers
      • I'm a pro
        • Agent advertising
        • Agent resource center
        • Create a free agent account
        • Real estate marketing guide
        • Agent email scripts
        • Listing flyer templates
    • More
      • Zillow porchlight
      • Zillow engineering blog
      • Zillow research
    • My Account
      • My saved search
      • Claim my home
      • View all
      • Profile
      • Renter profile
      • Subscriptions
    • CRM
      • Contacts
        • Buyer/Seller
        • Phone
        • Email
        • Source (Zillow, Trulia, other)
        • Notes
        • Insights
          • Pre-approved
          • Has lender
          • Has no agent
          • Moving in 1-3 months
      • Settings
      • Reporting
      • Teams
    • Paid options
      • Being an agent
      • Boost a listing
    • Miscellaneous
      • Integrated MLS
      • Free designs
      • Customizable
      • SEO Optimized
      • Mobile friendly
      • Quick setup
  • Redirector
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Register
    • Pay on registration
    • Validate email to become active
    • Send welcome email
    • If using account codes the account code must exist
    • If using account codes the account code must be active
    • Explain password complexity not enough
  • Scholarships
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Site Search
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Search & Replace
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
  • Silent Auction
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • System Alerts
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Allow to be shown on specific page(s)
    • Exclude on specific page(s)
    • Allow setting the page the alert is shown on (all [default] or specific)
    • Allow setting to more than just one page
    • Allow remembering if the user has seen (e.g. cookies) and turning off future alerts of the alert
    • Show/hide fields based on what is available - use the new fields in appsettings to control this???
  • Tasks
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Show number of notes in the "Work Notes History" title
    • Include work notes in the email
    • Record any changes in work notes (private)
    • Links for all files included
    • Custom email address with auto-add/update
    • Workflow
    • Labels (Tags) so that we can categorize across accounts
    • SLA - Maybe on the Account rather than the ticket
    • Merge tickets
    • Bulk editing ability
    • Keyboard shortcuts
    • Link to an existing Task
    • Set default task category for accounts or users
    • Assign a different email notification
      • Select email from primary from account
    • Select primary/secondary based on account chosen
    • Duration
    • Team (Groups) rather than a single user
    • Email reminder
    • Recurrence
    • Repeat type - daily, weekly, monthly, yearly
      • End after
      • Interval
      • Repeat until
      • Days of week
    • Outlook integration
    • iCal
    • Show on a calendar
    • Email tickets into a central mailbox
    • Saved replies
    • Conversation feed filtering
    • Forwarding
    • CC and BCC fields
    • Private notes
    • Ticket history
    • Mailchimp integration
    • Embed tools
    • Groups
      • Administrator
      • Manager
      • Agent
    • Department
      • Sales
      • Support
      • Billing
      • Customer Service
      • Human Resources
    • Ability to set the format for the auto-number
    • Phone system integration
    • Pin a ticket
    • Associate to another task
    • Reporting
      • Employee
      • Open tickets
      • Closed tickets
      • Waiting tickets
      • Total tickets
    • Tie to SLA and flag if past or coming close to account SLA
    • Receive email and auto-respond
  • Testimonials
    • Ability to assign a unique number to testimonials
    • Show a link to Google testimonial url
    • Show a link to Facebook testimonial url
    • Send an email to one or more individuals you would like to receive a testimonial from.
      • Auto-send to those that purchase a product/service
      • Customize the email that is sent
      • Follow-up after XX days for a first follow-up email with custom email template
      • Follow-up after XX days for a second follow-up email with custom email template
      • Follow-up after XX days for a third follow-up email with custom email template
    • Automatially pull in testimonials from Google
    • Automatially pull in testimonials from Facebook
    • Automatially pull in testimonials from Yelp
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
  • Texting
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
  • User Maintenance
    • Allow having multiple addresses
    • Allow for a user to be in multiple groups
    • Tie in Products purchased to have automatic access to specific groups
    • Security
      • Automatically lock out an account after xx days of no login
      • Show password strength as the password is reset
      • Allow temporary password to only be used once and require the user to change the password with no access until complete
      • Add SMS two-factor authentication
      • Restrict login to a specific set of IP address(es)
      • Restrict login to a specific set of IP countries
    • Ability to delete the user profile image back to the default image
    • Reports
      • Allow showing a map of all users
      • Summary report (Active, Inactive, Last Login, etc.)
      • User list (name, email, active, last login, etc.)
      • User report with log detail
    • Accept license agreement (allow for changing and logging of different license agreements
    • Allow for multiple license agreements based on what hte user has access to
    • Allow users to select their own color scheme for the portal
    • Bulk force all users to reset their password
    • Send email to user upon account creation
    • Allow multiple groups rather than just one
    • Allow multiple accounts rather than just one
    • Allow importing of users
    • Allow exporting of users
    • GDPR
      • Reporting
      • Right to be forgotten
    • Welcome messages
      • Happy birthday if it's a user's birthday
      • Happy anniversary if it's a user's anniversary
      • Happy anniversary if it's the company's anniversary
      • Happy anniversary if it's the company's "customer since" date
    • Tie in Time Clock Module
    • Tie in Human Resources Module
    • Tie in User Specific downloads/documents
    • Move the settings for the module out of App Setup to be within the grid area of the module to keep information together
    • Make setting the options a security setting as not all users need to modify the core settings of a module
    • Record locking and state who is editing the record
    • View edit history
    • Revert edit history
    • Save vCard
    • Merge users
    • Grid
      • If users haven't logged in 90 days color so it stands out
    • Bulk reset ALL passwords
    • Bulk delete ALL users
    • Bulk INACTIVATE ALL users
    • Show password strength
    • Show password strength when typing (password or temporary password)
    • Show log
    • If temporary password filled in email user
    • Add picture
    • Delete image (go back to default of none)
    • Ban management
    • Two factor authentication
    • Permissions
    • Groups
    • Security questions with custom answers
    • Registration/License agreement
    • Temp password
      • If temp password is used and logged in then require a password change
      • Invalidate the temp password after XX hours
    • Color scheme
    • Nick name
    • Display name
    • Password complexity
      • Tie with change password
      • Tie in with password recover
        • Make password recovery be either the current password or one randomly generated
      • Tie with register
    • Multiple groups
    • Password change reminder