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Discovery

CADdetails Analytics Integrations - Mulitple Client Request

Clients Requesting CRM / CADdetails Analytics Requests ChamClad (HubSpot) FoxBlocks (CRM: Zoho) Rite Hite (CRM) Nichiha (CRM: Salesforce) PlayPower (automated lead sending) See also the related Featurebase Post: https://feedback.dash.tryprodify.com/p/rfq-integration-with-crm-salesforce-client-will-not-go-live CRM Integration - Client Feature Request Summary: https://caddetails.teamwork.com/spaces/client-success-team/page/71748-crm-integration-with-analytics From Miranda re ChamClad Hi Team, While on a call with Jamie at ChamClad she let me know they’re using Hubspot, and Jamie asked if there was any way that the CADdetails analytics could work directly with hubspot. She also said that Rita had mentioned “Nutshell”(they’re not using that one yet) too as a potential platform to use with our Analytics. Just passing this on for future integrations. Thanks From client meeting Danika re FoxBlocks. Bonner from FoxBlocks requested an integration with their CRM, Zoho. He also was asking if he could set it up himself through Zapier. MOVED FROM CADDETAILS BOARD

El 2 months ago

6

💡 Feature Request

Shared project: Error when trying to download project media by guest user

Steps to reproduce: Login by admin user and share a project Login via shared link by guest user and click ‘Download All’ button Expected result: Project images are downloaded Actual result: 401 error in console Note: Guest user cannot go to product details from shared project. Is it intended?

Svitlana 7 days ago

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Maxxon Project Gallery Feedback: Custom Options For Sectors

Hi Team, We received feedback from Maxxon regarding the Project Gallery in Prodify. Maxxon would like to implement a custom option for “sectors” and “sub-sectors”, as they find the current dropdown menu a bit limited. I let them know I would pass this along for evaluation. Thank you, Alice

Alice Krawczyk 13 days ago

1

💡 Feature Request

Maxxon Project Gallery Feedback: Export Functionality

Hi Team, We received feedback from Maxxon regarding the Project Gallery in Prodify. Maxxon would like to implement an export functionality. The request is to allow users to download the project in multiple file formats, including PDF, PNG, and Excel. I let them know I would pass this along for evaluation. Thank you, Alice

Alice Krawczyk 13 days ago

1

💡 Feature Request

Maxxon Project Gallery Feedback: Linking Projects Through Products

Hi Team, We received feedback from Maxxon regarding the Project Gallery in Prodify. Currently, we can link products within projects, which is working as expected. However, the client would also like the reverse capability, the ability to link projects within products, so related projects can be surfaced directly from the product side as well. I let them know I would pass this along for evaluation. Thank you, Alice

Alice Krawczyk 13 days ago

1

💡 Feature Request

Max Assets limit not updated after permanently deleting trashed assets

When a company reaches its Max Assets limit and then permanently deletes assets from the trash, the system does not recalculate the asset count correctly. As a result, the application still treats the deleted assets as active and shows that the limit has been exceeded Steps to Reproduce: Set company Max Assets limit to 100. Upload or have 100 active assets. Move ~90 assets to Trash. Empty the Trash (permanently delete those assets). Attempt to upload or create new assets. Expected Result: After emptying the trash, the asset count should be updated, and the user should be able to upload new assets within the limit. Actual Result: The system still counts deleted assets toward the limit and shows that the user exceeds the Max Assets limit.

Svitlana 15 days ago

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Completed

Application cache login issues🔵

Multiple users (internal for now) are running into an authentication issue where the user data gets cached in local storage and cannot be cleared without manually clearing out the users browser app cache. This additionally causes a side affect where the user is then directed to the Client Portal login screen. This also creates a 3rd side affect where after the user logs in through the Client Portal screen they lose Super Admin access and are treated like a normal user that can only access assigned companies I will begin investigation on this immediately We do have a temporary work around that has a high success rate for fixing this issue: Login to Prodify through the login screen (this works regardless of client portal vs. normal login) After you’ve logged in, press f12 (or fn+f12) to bring up the browser console Look for the application tab and then follow the numbered steps below Reach out to me (Nicholas) on teams if you need help or this does not work

Nicholas Vail 29 days ago

3

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Queued For Dev

Viewer cannot share projects🔵

Users with the viewer role can share most items (assets, folders, products, etc.), but the share option is not available for projects. To align the behavior, we should add sharing functionality for projects, including: Batch action and table icon on the Projects page Share button on the Project Form view Share button on the Project Preview page

Svitlana about 1 month ago

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Unresponsive Modal for Image Upload in Products🔵

When uploading images to a product, the modal is unresponsive. Typically the upload does happen, but the status bar does not indicate the upload has proceeded, and the image does not appear. Afterwards if I try to link the image, it has been uploaded as an asset. STEPS TO REPRODUCE 1) Visit https://dash.tryprodify.com/6/products/80 2) Attempt to upload a new image 3) Observe the progress bar does not move 4) Observe the image does not update 5) Attempt to link an image from the asset library 6) Note your recent attempt to upload an image has succeeded and you can link the uploaded image.

El about 1 month ago

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