Ability to Link Global Files & Folders to Specific Clients
We need the ability to link files and folders created under the Global/Common Files section to specific clients or companies without re-uploading or recreating them. Currently, if files or folders are mistakenly uploaded under the main/common Files tab instead of under a specific client, they remain isolated there. When navigating to the intended client/company profile, the Files section appears empty. There is no option to: Reassign the files Link them to a client Move them to the appropriate company folder This results in duplicated work and inefficiency. Use Case Scenario I uploaded multiple files and folders under the main Files tab on the left navigation panel. Later, when I accessed the client/company profile for whom these files were intended, their Files section was empty. I then realized the files were created under the Common/Agency-level tab. Instead of recreating and re-uploading everything under the correct client, there should be an option to simply link or associate the existing files and folders to the relevant client/company. Proposed Solution Add one or more of the following capabilities: “Link to Client/Company” option on files and folders Bulk selection and assignment to a specific client Move/Relocate functionality between Global and Client-level directories Multi-client linking, where a file can be associated with more than one client if needed Benefits Prevents duplication of work Saves time and storage Reduces human error impact Improves document organization and flexibility Supports real agency workflows where files may initially be created centrally
aziz 8 days ago
Ability to Link Global Files & Folders to Specific Clients
We need the ability to link files and folders created under the Global/Common Files section to specific clients or companies without re-uploading or recreating them. Currently, if files or folders are mistakenly uploaded under the main/common Files tab instead of under a specific client, they remain isolated there. When navigating to the intended client/company profile, the Files section appears empty. There is no option to: Reassign the files Link them to a client Move them to the appropriate company folder This results in duplicated work and inefficiency. Use Case Scenario I uploaded multiple files and folders under the main Files tab on the left navigation panel. Later, when I accessed the client/company profile for whom these files were intended, their Files section was empty. I then realized the files were created under the Common/Agency-level tab. Instead of recreating and re-uploading everything under the correct client, there should be an option to simply link or associate the existing files and folders to the relevant client/company. Proposed Solution Add one or more of the following capabilities: “Link to Client/Company” option on files and folders Bulk selection and assignment to a specific client Move/Relocate functionality between Global and Client-level directories Multi-client linking, where a file can be associated with more than one client if needed Benefits Prevents duplication of work Saves time and storage Reduces human error impact Improves document organization and flexibility Supports real agency workflows where files may initially be created centrally
aziz 8 days ago
Sales Tax (product) calculation by location integration (such as Zamp)
I would love an integration with a sales tax calculation software that can calculate based on location such as Zamp (they are reasonably priced) that can look at nexus, sales tax based on location, etc. That would help with invoicing when it comes to products. Thanks!
drmiles 2 months ago
Sales Tax (product) calculation by location integration (such as Zamp)
I would love an integration with a sales tax calculation software that can calculate based on location such as Zamp (they are reasonably priced) that can look at nexus, sales tax based on location, etc. That would help with invoicing when it comes to products. Thanks!
drmiles 2 months ago
Deep integration with Zoom Workspace
I would love a deep integration with the full Zoom Workspace suite - Zoom Meetings, Zoom Webinars / Webinars Plus, Zoom Phone / SMS (able to pull open call / sms from within the CRM / apps), Zoom Team Chat (similar to Slack), Zoom Tasks (2-way sync with tasks in projects to Zoom Tasks), Zoom Scheduler (able to schedule and allow clients to schedule through Zoom Scheduler), Zoom Docs / Resource Hub (sync documents and resource hub), Zoom Clips (ability to add screenshare and record easily). Zoom Business Plus and Heffl would make an incredible pair if deeply integrated!
drmiles 2 months ago
Deep integration with Zoom Workspace
I would love a deep integration with the full Zoom Workspace suite - Zoom Meetings, Zoom Webinars / Webinars Plus, Zoom Phone / SMS (able to pull open call / sms from within the CRM / apps), Zoom Team Chat (similar to Slack), Zoom Tasks (2-way sync with tasks in projects to Zoom Tasks), Zoom Scheduler (able to schedule and allow clients to schedule through Zoom Scheduler), Zoom Docs / Resource Hub (sync documents and resource hub), Zoom Clips (ability to add screenshare and record easily). Zoom Business Plus and Heffl would make an incredible pair if deeply integrated!
drmiles 2 months ago
HIPAA
I would love to be able to get a BAA signed for HIPAA compliance. It seems with your security and GDPR already taken care of it might be a possibility to add a BAA / HIPAA functionality.
drmiles 2 months ago
HIPAA
I would love to be able to get a BAA signed for HIPAA compliance. It seems with your security and GDPR already taken care of it might be a possibility to add a BAA / HIPAA functionality.
drmiles 2 months ago
🌐Tracking script
A script that can be installed on a website and would track tasks completed by a potential lead / customer (e.g., visit a specific URL).
Jack S. 3 months ago
🌐Tracking script
A script that can be installed on a website and would track tasks completed by a potential lead / customer (e.g., visit a specific URL).
Jack S. 3 months ago
Completed
Main Mobile App (Not field app)
We need to create invoices and manage customers on the go. Our company owner doesn’t even have a computer and does all invoice and customer management on their phone.
hamildesign 3 months ago
Completed
Main Mobile App (Not field app)
We need to create invoices and manage customers on the go. Our company owner doesn’t even have a computer and does all invoice and customer management on their phone.
hamildesign 3 months ago
In the Files app, I’m only able to move individual files to Trash, I am not able to move entire folders to trash. Folders can only be permanently deleted, which removes the option to safely review them before deletion. In the Trash app, I’m unable to permanently delete anything. It only allows restoring or downloading items, but not fully removing them. Additionally, when I right click on documents in the Files app, a full navigation menu appears as expected. However, when I right click on items inside the Trash app, no navigation menu appears at all. Instead, I’m forced to use the limited buttons at the bottom of the Trash window, which only offer “Restore” or “Download.” Another important issue is that there is currently no way to see how much storage I have available or how much storage I’ve used. My plan includes 150GB, but there is nowhere in the interface that shows my total storage or storage usage, which makes it difficult to manage files or know when I am approaching the limit. Please add the following features in an upcoming update: The ability to move "Folders" from the Files app to the Trash (instead of only permanently deleting them). The ability to permanently delete files and folders directly from within the Trash app. A proper right click navigation menu in the Trash app, similar to the one in the Files app. A storage usage display showing total storage, used storage, and remaining storage. These improvements would significantly enhance file management, transparency, and overall usability.
cctmovers 3 months ago
In the Files app, I’m only able to move individual files to Trash, I am not able to move entire folders to trash. Folders can only be permanently deleted, which removes the option to safely review them before deletion. In the Trash app, I’m unable to permanently delete anything. It only allows restoring or downloading items, but not fully removing them. Additionally, when I right click on documents in the Files app, a full navigation menu appears as expected. However, when I right click on items inside the Trash app, no navigation menu appears at all. Instead, I’m forced to use the limited buttons at the bottom of the Trash window, which only offer “Restore” or “Download.” Another important issue is that there is currently no way to see how much storage I have available or how much storage I’ve used. My plan includes 150GB, but there is nowhere in the interface that shows my total storage or storage usage, which makes it difficult to manage files or know when I am approaching the limit. Please add the following features in an upcoming update: The ability to move "Folders" from the Files app to the Trash (instead of only permanently deleting them). The ability to permanently delete files and folders directly from within the Trash app. A proper right click navigation menu in the Trash app, similar to the one in the Files app. A storage usage display showing total storage, used storage, and remaining storage. These improvements would significantly enhance file management, transparency, and overall usability.
cctmovers 3 months ago
🔀Combined Inbox
Currently, you have these as separate channels: ◾WhatsApp ◾LinkedIn ◾Email... It would be good to also have a combined view of all information from different channels in ▶️One View Inbox.
Jack S. 3 months ago
🔀Combined Inbox
Currently, you have these as separate channels: ◾WhatsApp ◾LinkedIn ◾Email... It would be good to also have a combined view of all information from different channels in ▶️One View Inbox.
Jack S. 3 months ago
Bug: Private Notes
This isn't working correctly. When I zoom in to full screen, it doesn't display what was added before zooming in.
Jack S. 3 months ago
Bug: Private Notes
This isn't working correctly. When I zoom in to full screen, it doesn't display what was added before zooming in.
Jack S. 3 months ago
🇵🇱 Polish Language
Please provide Polish language support. Initially, at least in customer-facing materials, such as invoices and the customer portal. Eventually, also in the dashboard, as employees, salespeople, and marketers want to work in their native language and it's difficult to convince them to use a tool that doesn't support it.
Jack S. 3 months ago
🇵🇱 Polish Language
Please provide Polish language support. Initially, at least in customer-facing materials, such as invoices and the customer portal. Eventually, also in the dashboard, as employees, salespeople, and marketers want to work in their native language and it's difficult to convince them to use a tool that doesn't support it.
Jack S. 3 months ago
Fix WhatsApp API Integration
I kindly request a review and resolution of the following issues affecting the WhatsApp API integration in Heffl: Many Incoming customer messages occasionally do not appear in Heffl. Replies sent from WhatsApp Business on the phone do not reliably sync to Heffl. Voice messages (incoming and outgoing) often do not show up in Heffl at all. No notifications are received in the app or browser version. Messages do not refresh automatically; a full browser reload is required. Some messages and voice messages are missing entirely in Heffl. Messages cannot be marked as unread; all messages appear as read. The “unread” filter/sorting does not work consistently. WhatsApp calls cannot be received via Heffl. (VERY IMPORTANT) Voice messages cannot be sent from within Heffl. (VERY IMPORTANT) Edited messages in WhatsApp Business are not updated in Heffl; only the original version is displayed. We would appreciate your assistance in resolving these issues as they significantly impact our communication workflow.
Appplus 3 months ago
Fix WhatsApp API Integration
I kindly request a review and resolution of the following issues affecting the WhatsApp API integration in Heffl: Many Incoming customer messages occasionally do not appear in Heffl. Replies sent from WhatsApp Business on the phone do not reliably sync to Heffl. Voice messages (incoming and outgoing) often do not show up in Heffl at all. No notifications are received in the app or browser version. Messages do not refresh automatically; a full browser reload is required. Some messages and voice messages are missing entirely in Heffl. Messages cannot be marked as unread; all messages appear as read. The “unread” filter/sorting does not work consistently. WhatsApp calls cannot be received via Heffl. (VERY IMPORTANT) Voice messages cannot be sent from within Heffl. (VERY IMPORTANT) Edited messages in WhatsApp Business are not updated in Heffl; only the original version is displayed. We would appreciate your assistance in resolving these issues as they significantly impact our communication workflow.
Appplus 3 months ago
Automatic Google Calendar Event Creation
There is already Google Calendar integration, but I think it would be helpful if I could assign a specific date to a project — for example, when I have a video shoot at a client’s location. I would like to enter that date within the project, and have it automatically create an event in Google Calendar on that date.
nicobreuker 3 months ago
Automatic Google Calendar Event Creation
There is already Google Calendar integration, but I think it would be helpful if I could assign a specific date to a project — for example, when I have a video shoot at a client’s location. I would like to enter that date within the project, and have it automatically create an event in Google Calendar on that date.
nicobreuker 3 months ago