External Email Account Connection (Link Email Account)
Ability to Connect, Integrate, and Manage Emails directly within EXECUDASH. Ability to do outreach for Leads directly within EXECUDASH. Email Services: Gmail / GSuite Outlook (Hotmail, Live, MSN) Other (IMAP) ** FUTURE AI INTEGRATION USE CASE: AI is able to automatically send emails to Leads in an Sequence

execudash Almost 2 years ago
Low Priority
π‘ Feature Request
External Email Account Connection (Link Email Account)
Ability to Connect, Integrate, and Manage Emails directly within EXECUDASH. Ability to do outreach for Leads directly within EXECUDASH. Email Services: Gmail / GSuite Outlook (Hotmail, Live, MSN) Other (IMAP) ** FUTURE AI INTEGRATION USE CASE: AI is able to automatically send emails to Leads in an Sequence

execudash Almost 2 years ago
Low Priority
π‘ Feature Request
Completed
WRONG GRAMMER - 2FA Popup
The grammar is wrong in the 2FA popup. It needs to be corrected to say: "We have sent a code to your email" or "Check your Email for the Verification Code"

execudash Over 1 year ago
High Priority
πͺ³ Bugs / Fixes
Completed
WRONG GRAMMER - 2FA Popup
The grammar is wrong in the 2FA popup. It needs to be corrected to say: "We have sent a code to your email" or "Check your Email for the Verification Code"

execudash Over 1 year ago
High Priority
πͺ³ Bugs / Fixes
Completed
BUG: LOGIN Code Message Popup
Please see this screenshot from a user who tried to log in. There is an ERROR CODE popup message that needs to be resolved ASAP.

execudash Over 1 year ago
πͺ³ Bugs / Fixes
Completed
BUG: LOGIN Code Message Popup
Please see this screenshot from a user who tried to log in. There is an ERROR CODE popup message that needs to be resolved ASAP.

execudash Over 1 year ago
πͺ³ Bugs / Fixes
In Progress
INTEGRATION Tools JUNE 2024 Release
Based on user feedback, we need to continue to add available tools for integration for users: Leads SalesForce High Level Accounting Xero Wave (waveapps.com) Emails: ActiveCampaign MailerLight

execudash Almost 2 years ago
π‘ Feature Request
In Progress
INTEGRATION Tools JUNE 2024 Release
Based on user feedback, we need to continue to add available tools for integration for users: Leads SalesForce High Level Accounting Xero Wave (waveapps.com) Emails: ActiveCampaign MailerLight

execudash Almost 2 years ago
π‘ Feature Request
LEADS Prospecting Tool
Create an ability to have a Lead Prospecting Tool to scrape LinkedIn data and web-based public data crawling of businesses, people, companies, etc. (similar to Apollo.io and ZoomInfo.com) Potential to build proprietary algorithms to parse data. Basic Features: Search / Filter Leads People Companies Build Lists Export Lists (CSV) Score Lead based on Validation of data. (correct email, phone, etc.)

execudash Almost 2 years ago
High Priority
π‘ Feature Request
LEADS Prospecting Tool
Create an ability to have a Lead Prospecting Tool to scrape LinkedIn data and web-based public data crawling of businesses, people, companies, etc. (similar to Apollo.io and ZoomInfo.com) Potential to build proprietary algorithms to parse data. Basic Features: Search / Filter Leads People Companies Build Lists Export Lists (CSV) Score Lead based on Validation of data. (correct email, phone, etc.)

execudash Almost 2 years ago
High Priority
π‘ Feature Request
Ability to Customize Dashboard Boxes
Create a way to ADD, REMOVE, and MOVE Dashboard Boxes for key features of Execudash on the main DASHBOARD page. Leads List Clients List Projects List Tasks List Proposal List Invoices List Files List Email Analytics Analytics Summary Boxes can be Small, Medium, Large sizes, and MOVABLE on the page.

execudash Almost 2 years ago
Low Priority
π‘ Feature Request
Ability to Customize Dashboard Boxes
Create a way to ADD, REMOVE, and MOVE Dashboard Boxes for key features of Execudash on the main DASHBOARD page. Leads List Clients List Projects List Tasks List Proposal List Invoices List Files List Email Analytics Analytics Summary Boxes can be Small, Medium, Large sizes, and MOVABLE on the page.

execudash Almost 2 years ago
Low Priority
π‘ Feature Request
Completed
Integration Tools Disconnect Issue
When a user disconnects a tool, they are redirected to connect and it connects back to original user account of the tool. Example: Connect to Quickbooks with user: user@test.com Go to Settings > Integrations > Disconnect Quickbooks After "disconnect" a button "Connect" appears. Upon click it automatically connects me back to user: user@test.com Expected Experience: After disconnect, when a user clicks on the CONNECT button, it gives option to connect with a NEW user/email account.

execudash Almost 2 years ago
High Priority
πͺ³ Bugs / Fixes
Completed
Integration Tools Disconnect Issue
When a user disconnects a tool, they are redirected to connect and it connects back to original user account of the tool. Example: Connect to Quickbooks with user: user@test.com Go to Settings > Integrations > Disconnect Quickbooks After "disconnect" a button "Connect" appears. Upon click it automatically connects me back to user: user@test.com Expected Experience: After disconnect, when a user clicks on the CONNECT button, it gives option to connect with a NEW user/email account.

execudash Almost 2 years ago
High Priority
πͺ³ Bugs / Fixes
In Progress
Bulk Upload for Leads
Need a way to upload excel or CSV files in bulk for my leads.

execudash Almost 2 years ago
High Priority
π‘ Feature Request
In Progress
Bulk Upload for Leads
Need a way to upload excel or CSV files in bulk for my leads.

execudash Almost 2 years ago
High Priority
π‘ Feature Request
Calendar Booking Feature
The ability for a user to create, share, and embed a calendar booking option from EXECUDASH. Similar to Calend.ly or Cal.com Ability to connect to: Calendars for Google Calendar, Outlook Calendar, and Apple Calendar Standard Calendar Booking Features: Create Event Types View Bookings Availability: Set and Edit available time on Calendar Workflows - set Triggers to send emails before/after Event, Set Reminder Emails

execudash Almost 2 years ago
High Priority
π‘ Feature Request
Calendar Booking Feature
The ability for a user to create, share, and embed a calendar booking option from EXECUDASH. Similar to Calend.ly or Cal.com Ability to connect to: Calendars for Google Calendar, Outlook Calendar, and Apple Calendar Standard Calendar Booking Features: Create Event Types View Bookings Availability: Set and Edit available time on Calendar Workflows - set Triggers to send emails before/after Event, Set Reminder Emails

execudash Almost 2 years ago
High Priority
π‘ Feature Request