Feature Requests

For our Bookings, we send out a large Questionnaire to gather all the necessary information to build a Booking. These forms are really long and can be confusing to clients. It would be great if the Document Elements would respect Conditional Questioning. E.g. Clients can choose from three options for their wedding: a) 3-hour DJ session b) 2-hour music canapés session c) 2-hour photobooth session. If the client chooses option a, we want our questionnaire to display only the questions related to the DJ and not the questions related to the music canapés session or the photobooth.

Lost reasons (with the "Grouped by Lost Reasons filter) currently can't be lumped together/sorted to quickly tally how many Bookings fall under that selection.

Instead of a summary of all users. Filtering out the Booking Assignee for each User would not be feasible as there are multiple sales people across multiple venues and would not improve efficiency gathering this information.

It would be great if we can add special dates / holidays within Event Temple, which then appear on the various calendars & calendar pop-ups throughout the app.

Having the Pipeline Green in my mind is completed. So if i just wanted to have a quick overview, I can just look at the color.

When a task is added via a workflow, it doesn't automatically add a reminder, so we have to go into each task & manually add it, which is almost as time consuming as adding the task from scratch & defeats the purpose of using the Workflow. Having the ability to choose a reminder on the task on the Workflow template would be helpful

When using the Menu Item element it only shows the Date on the serving time if there are items over multiple dates. Some users would like the option to show the date all of the time, while other users don't want it at all. Having a checkbox like the Event/Space Document element would be very helpful

Instead of Booking Status, we'd like the ability to choose different colours based on our Pipeline stage, to more easily differentiate it. Having multiple rows 'green' for definite bookings for various pipeline stages can get to o confusing when there are many bookings

We'd like to have a client portal where our guests can log into and see all documents, as well as payment reminders, even tasks to remind them of other upcoming things we need them to follow up on. It would be great if there was also some sort of 'estimate' page the guest could work with. It would be a list of available Menu Items with their prices, the guest can then add/remove/enter the quantity (eg number of guests) for each item they would like. It will calculate a total for each item & grand total. Ideally, this information would then feedback into their Booking. Some other things it could have: Everything needed for planning. Layouts Custom hostname (ie. Portal.venuename.com )

We would like to use Event Temple to create & share floorplans & diagrams with our clients