Worksuite Feature requests

Current options: Move Finish onboarding Disqualify Send reminder notification Add to list I would also like to see: Create group Send email (customized, not just automated)

I'd like to have a view of my pending tasks or be able to bookmark a custom status query. Right now I have to manually do it every time I open the page, select: Status: Pending + whatever I want.

A way of adding more than one email address to a partner profile, and selecting which one(s) will be used when sending agreements, workflow notifications, etc.

please can we include the freelancer email address in the new export function. originally the email addresses were showin under the "Freelancer" heading but this has now changed to the freelancer name. please can the report show both the name and the email of the freelancer.

A way to auto-generate payments (for example - at the end of the contract, weekly, set number of payments in advance, etc.)

The ability to unschedule a payment once it was scheduled would be HUGE! I would think this would already be possible but it is not.

We've added a new permission setting to allow you to decide whether a regular user can change partner types. This is common in scenarios where a regular user can have authority to move someone from a Freelancer to a Business. Note that each customer has a different setup and labeling of Partner Types. To enable regular users to change partner types, navigate to Settings > User Permissions and check the box for Changing Partner Types.

Make it so that when someone submits a payment for approval you also get a notification within the website. Right now, the editors get email reminders from me about approving invoices, but sometimes they miss them.

I would like an easier way to add candidates without having to ask someone to register. I can only add a freelancer on Talent Directory and I need to create a workflow with an action stage to get them in as a candidate. I also would like the table and card view on the All Candidates page. I realize I can bulk import candidates, but I don’t necessarily want to go that route. The purpose is that I'm keeping a candidate pipeline of qualified talent that I can reach out to in the future when I have an opening. I'll be using Groups and Tags to keep them organized.