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  1. Improvements

    1. I would add commas to dollar amounts.
    2. It still looks like a spreadsheet, so perhaps I would think it could be made more slick looking.

    1 vote
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      0 comments  ·  Developers  ·  Admin →
    • Add conditional logic to webforms

      I would like the ability to hide/add fields based on what the user has already filled out in the form. They would only see the available options to them based on what information they have already provided.

      Examples:

      http://www.onextrapixel.com/examples/jquery-cookie/

      http://www.sixmiletech.com/node/15

      10 votes
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        1 comment  ·  Form Builder  ·  Admin →
      • Mass purge

        large scale purge/delete or old records

        5 votes
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          1 comment  ·  Data  ·  Admin →
        • Webhooks for integrations with other systems

          As a designer (not a developer), I'd love for there to be Triggers that can be assigned after a form is successfully submitted. We could build the URL string ourselves from data variables (fields in a form) and that can be passed onto the receiving service.

          3 votes
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            1 comment  ·  Developers  ·  Admin →
          • Choose the format of the 'Date' field

            Outside of the US it is common to have dates in the DD-MM-YYYY format and I would love if I could choose to use this format.

            1 vote
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              completed  ·  Natalie HirschNatalie Hirsch responded

              Earlier in April we released this feature. From My Account, you can choose your preferred date format: MM/DD/YYYY, DD/MM/YYYY, or YYYY-MM-DD

            • Allow file types other than img to be viewed

              Maybe the ability to also view PDFs at least? A convenient way to view these files in the workspace would be a tremendous help to anyone that does a lot of work with PDFs being uploaded.

              3 votes
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                0 comments  ·  Data  ·  Admin →
              • Freeze the first row/column headers of data

                When scrolling vertically, it's easy to lose your place - freezing header row would help alleviate that.

                6 votes
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                  0 comments  ·  Data  ·  Admin →
                • Embedded iFrame Section on Record

                  In the Form Builder, I would like to be able to add an embedded iFrame Section. I would like to be able to build a formula URL containing values from other fields on the record or related parent records. This URL would be the source for the iFrame.
                  Examples: Embedded Google Map, Embedded Image, Embedded Report.

                  3 votes
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                  • Minimising the table screen, after you have the form selected (maximising the form view)

                    On the view screen, when you select a person from the table and the form displays on the right, having the ability to collapse or minimise the table so you only see the form view (displaying on the whole screen) would be ideal.

                    1 vote
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                      0 comments  ·  Data  ·  Admin →
                      completed  ·  Natalie HirschNatalie Hirsch responded

                      Update – today we released the full screen record panel, which maximizes the form view when working with a record.

                    • Sums and averages

                      Is there a way to have a calculated field hold the value of the sum or average of a field in all records?
                      The particular application I was thinking of was for example to have a list of records with a numeric value, and then have a calculated field showing the average value of that field for those records. Even better would be to be able to subset this list based on a tag or other field. That way you could get averages of specific segments.I

                      39 votes
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                        10 comments  ·  Reports  ·  Admin →
                        completed  ·  Natalie HirschNatalie Hirsch responded

                        Hi everyone,

                        We released another version of the dashboard plugin today. Dashboards now support the following:

                        • Text: present static text to anyone viewing the dashboard. For example, instructions or notices.
                        • Summaries: view data from a particular form summarized by count, sum, average, minimum, maximum, or median.
                        • Tables: view summaries grouped by a certain field. For example: sum of all opportunities, grouped by status.
                        • Filtering: view summaries based on a filtered set of data, instead of all records in a form. For example: sum of all opportunities where status is “closed.”
                        • Charts and Graphs: view the summary data in a chart or graph form. We currently support bar charts, pie charts, and line graphs.
                        • Data Lists: view several columns from the form, optionally filtered and sorted (a mini-version of the data tab)
                        • Role-based permissions: the ability for non-admins to view dashboards, based on their role.

                        Although I’m marking this feature request…

                      • New invites should go to create an account and not login

                        New invites should go to create an account and not login. Currently, they are being sent to login page.

                        1 vote
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                          0 comments  ·  Great Ideas  ·  Admin →
                          completed  ·  Natalie HirschNatalie Hirsch responded

                          We updated the workspace invite flow to work per your suggestion. If the email invited is not already a user, they will be taken to the create account page.

                        • Google Calendar sync

                          I want to sync my calendar with Google

                          8 votes
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                            1 comment  ·  Integrations  ·  Admin →
                          • Print form

                            It would be very handy to be able print specific record data. Maybe through integration with google docs?

                            4 votes
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                              5 comments  ·  Great Ideas  ·  Admin →
                            • Allow me to post a webform where people can save their draft and return later to complete the form

                              I would like to be able to save webforms so that people wouldn't have to fill them out in one sitting.

                              3 votes
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                                2 comments  ·  Great Ideas  ·  Admin →

                                Our “application forms” power plugin allows you to post a webform to your website where a user could create credentials that allows them to return and complete the form later. If this is something that interests you, then please contact us directly.

                              • Add a new related record from the form

                                If I'm entering a contact, it's annoying to save the record, then add the contact's company, then go back to the contact to finish relating the contact and the company. It would be easier if I could just add a new company as part of my add contact workflow.

                                11 votes
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                                  1 comment  ·  Data  ·  Admin →
                                • 8 votes
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                                  • View more than 500 records at a time

                                    I have a lot of data, and it's annoying to filter each time I open up Zengine to narrow the list down to less than 500 records

                                    5 votes
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                                      2 comments  ·  Data  ·  Admin →

                                      We released an update about a month ago that allows you to page through all of your records, 100 at a time. You no longer need to filter your data. An individual form can have up to 500,000 records, subject to your plan’s limits.

                                    • allow for clickable hyperlinks in the data grid

                                      If hyperlinks were available it would make clicking on company websites or Google docs a lot easier.

                                      4 votes
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                                        0 comments  ·  Data  ·  Admin →
                                      • 3 votes
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                                          0 comments  ·  Data  ·  Admin →
                                          completed  ·  Natalie HirschNatalie Hirsch responded

                                          Update – as part of the October 28 release, admins will be able to set a default view per form for all users.

                                        • Filter on a blank value

                                          I want to filter on a blank value

                                          2 votes
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                                            0 comments  ·  Data  ·  Admin →
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