Business App

Can we have user permissions for the AI tab in Business App? The reason for this is not to limit usage of AI solutions but to ensure we can control who has access to edit, Knowledge Base, web chat configuration and automations as we all know these can be complex and time consuming.

Currently, there is no option to remove the 'Leads' and 'Web Chat Performance' cards from both the Multi-Location and Single-Location Executive Reports. Additionally, there is no way to hide the corresponding tab in the left-hand navigation. Since we do not utilize these products, seeing zeros and empty data points—especially at the top of the report—creates unnecessary friction for our clients and detracts from the overall reporting experience. We recommend adding the ability to remove or hide these sections, similar to the existing functionality for 'Websites', 'Advertising', and other modules. This would allow us to better tailor the report to each client’s active products and improve overall usability.

One can apply discounts to invoices and subscriptions, but you don't have the ability to provide coupons to clients for use in the Marketplace. This would be a great feature. Please consider adding this capability. Thanks in advance.

Could you add a Tag field in Tasks and also a filter in the Tasks business app for clients? It would be helpful for clients to track with a Tag in Tasks for things like: job in progress, ready for pickup, etc... The Tag field and filter Tag are in the CRM but not in the Tasks.

You only get 1 form ID Per customer which is now interfering with the way we build our sites. Normally we put one code on the desktop side, then we take the same code, add unique css so that way we can create a mobile version but about a month ago I noticed we could no longer do that. If we put the code on desktop then on mobile, it would make the desktop one disappear or vise vera. The web pages look crazy when we cant modify them to fit mobile better. Now we are forced to show desktop side on the mobile side. The crazy thing, if I were to create a desktop form and a mobile form, THEY HAVE THE SAME ID! So it doesn't matter. It wasn't always like this, we have been using these forms for years but now its getting to the point that we cant use the forms if we aren't able to modify any of the text on mobile side that its in. I can not attach photos and compromise my customers privacy but I wish I could show you how horrible it looks not being able to center any texts, increase text size and decrease header side with the form in the same block and separating it is not an option unfortunately.

It would be game changing if you added the ability to add custom fields to Opportunities, Like you can with Contacts and Companies.

We're losing out on deals because Inbox Pro can only crawl so many pages. We've had two where there's an issue with Inbox not being able to crawl their 5000+ pages of products. If this costs additional, it would be a nice add-on for customers who sell many products on their website.

Please add the option to duplicate forms

When you go to CRM > Contacts / Companies > Views -- there are templates for All Contacts, My Contacts, Recently Engaged, but Opportunities and Tasks don't have a recommended view in the Business App that provides easy use-case for Users.

In partner center we have the ability to see the last log in for team members. It would be helpful to be able to see that same information for clients using the business app. How can we see when the last time a user was logged in to the business app?