Debug or Test Mode
Global Setting to allow testing of notifications going out and integrations and have it work for specific testers and not all.
Ability to Assign User Roles and access to my employees
I would like the ability to add or remove permissions to employees. So that I can manage exactly what they have access to. In example I would not like employees to have the ability to delete contacts.
HI gang! I know it's a lot of programming and perhaps cost, but I'd love to have a Referrizer BACKEND App on my smartphone so I can work/respond, etc. from my phone. Working on the computer isn't always convenient. MindBody as an app like this for it's users and it makes using the program more effective and efficient in today's evolving world. Just sharing my thoughts. :) Portia
Context Sensitive Help
As a new client, my most frequent challenge in navigating Referrizer is understanding what the many screen components do and understanding the related terminology. Mouse-over alt text would be a great start, but Help on each screen and pop-up would prevent the need for me to go to Help and subsequently contact Support when I don't find the answer there.
Ability to Easily use from Mobile
Either an App or more mobile friendly pages to navigate. As I run my business on the go
Easy to use dashboard
I would love to see an easy to use dashboard that shows me the best way to use Referrizer.
Move the support chat bot from right to left
Can you please move the support chat bot from bottom right to bottom left. It always gets in the way when trying to pull up clients info.
Account login Client id vs email
As per Maria, .... we are using dummy login accounts after taking over the account from another consultant ...firstname.lastname@example.org doesn’t exist …… If you had sign in as a “client id” and then the Email address can be the same for multiple sites we are managing… otherwise I can see us having to create odd # of “free email” accounts under google or a client’s Domain (usually would require add’l setup on our part to get access to monitor) to meet this requirement. Need a solution so reports and updates don't go to nowhere....