Include the User information in 'Hot Lead & Active User' emails so we know 'Who' is in the platform. Currently, we only receive the Company Name and that could be anyone connected to the account.

Within the Files section, it would be great if the business owner could import content to all customers with click, open, download rates for each document. Again, within that section, creating folders to segment content and packages would be great!

Currently it is impossible to see how active and engaged our customers are with. the business app and all apps from the business toolkit. It is very beneficial for customer retention, upsell, cross sell to know in detail on how the customers are engaged and using the app actually. This could lead to more intelligent ad dynamic automation of customer activation and retention eMail campaigns or account manager involvement.

Because Business App is meant to be a client portal then it should be possible to use products without leaving Business App. Redirecting to another page can make for a jarring experience. Similar whitelabel portal tools use an embedded approach.

The automated delivery of executive report should happen on a monthly basis irrespective of their being any change in data or not, this is a huge bone of contention for many partners who rely on our platform for automated delivery of executive reports for their customers. Also, there should be a way for them to track this delivery schedule.

So some if not most of our fellow Channel Partners were already partners with some of Vendasta's list of vendors before joining the platform. For example, if I was already partnered with Constant Contact before becoming a Channel Partner, I don't see why I shouldn't be able to log into my CC account under my partnership credentials and use that product or service within my own agency's business app rather than creating a new account. Less of a headache, also would boost productivity and it would help further implement the whole all in one solution persona.

As a partner/end user, I should have the ability to populate data in Executive Report based on a custom timeline, instead of just monthly or weekly