Old feature requests list

You can check the list of old requests at the following link:
https://splynx.com/old-features/

Some of the requests will be migrated soon.

For new feature requests, please use the current service.

Automatic Loading of Task Checklists Based on Status Changes

We would like to suggest a feature enhancement for the Task Management module. Currently, when we create a task and select a template, the initial set of checklists is loaded. However, we feel it would greatly improve workflow efficiency if additional checklists could automatically load as the task status changes. For example, in our case, when a task transitions from "Account Setup" to "To Be Scheduled," there are specific checklist items that need to be completed at this stage before the task can proceed to the next stage. It would be beneficial if these relevant checklists were automatically added upon the task status change. This would help streamline task management by ensuring all necessary steps are clearly presented at each stage without manual intervention.

Jesse Archer 1 day ago

💡 Feature Request

Additional Customer Contacts aka "Contact book"

A potential improvement to Splynx could be the addition of a dedicated contact management feature for clients. This would involve the ability to create individual contact profiles, allowing for the entry of details such as name, email, phone, alternate phone numbers, and roles (e.g., billing, technical) associated with specific clients. Furthermore, it could be beneficial to add customizable contact preferences, such as the option to receive SMS, email notifications, or payment reminders. The current method of managing multiple phone numbers and emails via comma separation is limited, as it doesn’t distinguish between contacts, and including a landline in the phone field can cause issues with SMS services. An individual contact system could also open the possibility for additional features, like tracking birthdays or storing marketing-related data, such as a contact's interests.

Vitalii Basenko (Splynx PM) 2 days ago

1

💡 Feature Request