In progress

Onboarding

Upgrade Email Notifications

Onboarding

Allow Translation to Other Languages

Increase Engagement

Enhanced In-App Notifications

Onboarding

API Endpoints

Onboarding

More Webhook Events

Onboarding

Generate PDF for Invoices & Payment Receipts

Up next

Onboarding

Zapier Integration

Onboarding

AWS S3 Integration for Cloud Storage

Onboarding

Zoom Integration

Onboarding

Integration with Mollie Payment Gateway for EU Users

Future

Onboarding

Add More Payment Gateways

Onboarding

PayPal & Payoneer Payroll

Onboarding

Slack Integration

Onboarding

CSV Files Import & Export

Onboarding

Upgrade Accounting Section

Last updated 5 days ago
Recently completed
Onboarding
Basic CRM forms
Completed 5th January 2021
Onboarding
Sync Events with Google Calendar
Completed 5th January 2021
Increase Engagement
Create Wikis and docs for projects

Allow users to add wiki docs for each project to help organize their project assets and keep it all in one place.

Completed 5th January 2021
New feature
Dec 19, 2020

Portal URL change

Now, Portal admin can change the default URL (Portal Path) to a different path as needed. the default path for WP Portal is "www.yourdomain.com/portal" and it is not forced anymore from now on.

New feature
Dec 19, 2020

Client Signup

You can allow your clients to signup automatically to your Portal by activating the client signup option on your business settings section. this will add a signup link to the login screen which can be used to lead to the signup form. Also, you can add the shortcode [wpportal_client_register] to any page on your website to embed the signup form.

New feature
Dec 19, 2020

Connect Google Calendar

All portal users have the ability to connect their shared Google Calendar to the event calendar on their portal screen so they can see all of their events in one place.

New idea
Simple Tickets Support System
Last updated 5 months ago
4
New idea
Custom fields for projects and tasks
Last updated 5 months ago
0
New idea
Meeting/Appointment feature

Similar to Calendly or WPCal.io or Book Like a Boss or Zoom.ai

Last updated 5 months ago
1
New idea
Custom login url other than /portal

For security reasons, it's good to be able to set a custom login url to prevent any kind of 0-day security vulnerability. Having default login urls makes the site vulnerable to automated scans.

Last updated 5 months ago
0
New idea
Full Whitelabel Branding

Full white label option to remove

  1. Copyright text and link: © 2020 WordPress Portal by WP Packs
  2. Unclickable menu: WordPress Portal > Account Options (Or) whatever subpage in the Settings area you are visiting.
Last updated 5 months ago
1
New idea
Client Notes

Make notes on a client. An example of this would when speaking with a client and then making notes of the conversation that can be accessed later, or making notes of something that was done to their account.

Last updated 5 months ago
0
New idea
Template functionality for Projects, Tasks, Invoices
Last updated 5 months ago
2
New idea
iOS and Android App

White label iOS and Android App

Last updated 5 months ago
1
New idea
Custom template for email notifications
Last updated 5 months ago
0
New idea
More customize and design option for Invoice
Last updated 5 months ago
0
New idea
Upload files directly other cloud storage systems like Google Drive, Koofr, etc
Last updated 5 months ago
0
New idea
Ability to Drag to Reorganize Milestones, Task Lists, and Tasks

Would like the ability to drag to reorganize Milestones, Task Lists, and Tasks.

Last updated 5 months ago
0
New idea
Sync with Wordpress Users

Ability to sync with users already registered on Wordpress

Last updated 5 months ago
0
New idea
Proposals

It would be great to have a Proposals option in addition to the estimates. Estimates are good for small projects, but Proposals are great for a big project, just as a website. It would also be great to connect the Proposal to a contract and invoice, similar to Dubsado, where the client can view the proposal, click to the next page or section to sign the contract, then go to the next page/section to pay the invoice. It is always nice to be able to present beautiful proposals, such as what you can see at Better Proposals. Thanks!

Last updated 4 months ago
0
New idea
Security: User/Client Management

Allow admins to

  1. change clients password
  2. suspend clients account (disable access)
Last updated 5 months ago
1
New idea
FluentCRM integration

An Integration with WPManageNinjas FluentCRM for email automations notifications to customers on milestones, or any other useful info, etc.

Last updated 5 months ago
0
New idea
translation
Last updated 5 months ago
1
New idea
Tasks Upgrade

1.When we create a new board and add tasks, it should auto update under the tasks tab. Currently it does not and you have to reload the page to get it to show.

  1. Ability to set task status under the task itself (such as in progress).

  2. Ability to create or carry over boards that we create under the overview into the tasks board tab.

  3. Ability to archive individual tasks that are completed.

  4. Time stamp also on completed tasks.

Last updated 5 months ago
0
New idea
Allow to use users database from Wordpress

We are currently using a lot of Wordpress functions to present stuff to our clients (or for example ticketing system). But with your plugin now they will get two separate logins. Please allow to use Wordpress defined users (or sync, link profiles, ..) so people dont have to login twice.

Last updated 4 months ago
1
New idea
Disable Features Not Used

Ability to disable and/or enable any features not used on a per client/team basis.

Last updated 5 months ago
0