Feature Requests

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When a lead comes, it would be nice to have a time stamp of when that event occurred.

Have the option for bi-weekly under the schedule on recurring invoices.

custom icons to be used for 3rd party links. If more than 1 3rd party link is needed, they will all look the same. One of the Glory's of SWELL is the ability to be the central point of an entire business solution.

We have the automation for the entry of leads already set up along with custom fields. It just does not show us the date it was created. I would have to log in to the website and go to our gravity forms to find that. Was hoping we could just maybe have an activity show up like it does when you create a lead manually in the CRM.

It is nice to see the Calendar of events/tasks in the Dashboard, but it is frustrating that you can't click through to the actual event or task. Please enable this.

Forms for projects right now is attach to customer only.

Feedback from user; it would be helpful if the items we have already added to the left sidebar remain checked in the main ... menu. https://app.crisp.chat/website/1e52b613-c079-4011-ab46-95b2d5bad401/inbox/session_36ea8344-1f27-467b-b639-58253d684316/

Just as we can select which sections Custom Fields show up in, I'd like to be able to do that with Tags. For example, I'd like different lists of Tags for Clients, Contacts, Projects, etc