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All ideas relating to the Glide system. Including Practice Management, Workflow, Glide Time, Scheduler, E-mail/SMS and our integrations.
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All ideas relating to the Glide system. Including Practice Management, Workflow, Glide Time, Scheduler, E-mail/SMS and our integrations.
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Sorting on Widgets

To be able to sort widget listings by client name / year end / stage / etc not just by deadline

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2
Email/SMS Messages

Under each client, have a quick link to open the email message sent out via Glide under the Email/SMS messages tab and in each task where an automated email is sent.

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1
Create and Store Custom Word Template

Ability to create and store word templates within Glide. Then use a mail merge type feature to extract data from Glide to populate in the word template. Then the ability to save the word template as word/pdf etc.

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1
Filter Out Overdue Tasks

Would be useful to be able to see overdue tasks and those upcoming separately. Currently the overdue tasks take up too much space at the beginning of the widget

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3
Edit Comments

To be able to edit comments if a mistake is made or if it becomes outdated and needs updating, rather than having to delete and repost the comment.

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1
Reocurring Tasks

To be able to set a task to reoccur automatically (every week/month etc.) when completing it, rather than changing the deadline each time.

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2
Team Tasks

The ability to allocate Tasks to a team (such as admin team) rather than only individuals. The Tasks will therefore show up on the dashboard of every member of the (admin) team.

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7
Improve emails

Improve email editor formatting functions as currently the emails look incredibly basic and nothing like any other emails that we would send out.

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2
Link to Taxfiler

Auto link so that when clients are created on Glide they are automatically set up on Taxfiler

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3
Date/time stamp on comments

Comments feature would be greatly improved by a date/time stamp rather than generic time ie '3 months ago'

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1
Widget: Top WIP Linked
Planned

Would be very useful to have a widget for top WIP linked rather than for the firm as a whole so individual partners can monitor their WIP from the dashboard.

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2
Log calls

Ability to log calls with brief description of conversation.

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3
Export reports to Google Sheets

Add in the ability to download a report to GoogleSheets as well as current CSV option

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1
Delay Target Date

Delay target date for each day the workflow sits on a certain stage - e.g awaiting additional information from the client.

We cant complete the job without the additional information, so each day we wait needs an additional day added to the target

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1
Shorten Target Date

The ability to shorten a target date by days/working days through the workflow editor

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3
Share reports

It would be very useful if we could share reports with specific users, as at present there is only the option to share with everyone or with no one.

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2
Ability to view job notes on Jobs Held widget

The ability to view job notes on Jobs Held widget would be handy - similar to the way it is presented in the jobs pool

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3
Comment box

Hi. Would it be possible to add an automatic date to appear on the comment box when a note is added.

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3
Highlight date in calendar

When using the calendar to add a date, it would be helpful if today's date could be highlighted in a square, colour or something similar as you often see when filling out dates in other software.

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2
Change format of Systems Summary widget

It would be helpful if the format of the Systems Summary widget could be adapted to include a separate column showing the total number of live jobs ie. Not Started and In Progress as the Jobs column currently includes completed.

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1
Exporting Relationships/Links

Similar to the export of the glide client lists, it would be useful to export the links/relationships of the clients in addition to the current import feature.

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1
Onedrive link or just a tab for links we can save to onedrive

Hi guys, it would be good if we can either a onedrive native integration or a tab for all clients for 'links' where we can save links to onedrive, to oneline procedures, to CRM etc? Also if we could easily save links on the comments bar as clickable hyperlinks to take us to other software etc we use that would be fab. This would just make Glide more connectable for us and seamless to other things we use on the business.

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1
Activate/Deactivate Other Systems based on boolean job field
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1
List/Dropdown

Have the ability to create a "list/dropdown" field on workflow.

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1
Stage automatically updating when automated text or email sent

When automated text or email is sent the relevant stage on the workflow is automatically completed to save you having to manually complete it

0