Most everyone here has a similar story. It feels like the Twilight Zone having a dev team who actively listens and asks for feedback. Iāve been here for a long while now and I can say that Tim, Leo, Stefan and the rest of the team are consistently making the platform better based on the community needs/wants.
1 - would be great to have the ability to sign docs electronically and have an audit trail like HelloSign (now DropBox Sign) or any other equivalent. a lot of time is wasted currently generating the doc in Podio, downloading, dragging it over to the DB Sign and setting up evey single page with initials at the bottom for landlords and tenants to sign, then signature and dates at the bottom. We have to do that TWICE for every document as we donāt want to share the landlordās email info with the tenantā¦ so Tenant signs first, then we set the doc up a 2nd time for the landlord. Would be great to automate this.
2 - I logged this one as a bug, but maybe it should have been a feature request Shift to multi-select check boxes in table view - #3 by ScottA. ā¦when in list view, would be great to being able to click a checkbox on the left hand side of a table of lots of items, then be able to go down multiple items, hold shift, and click another checkbox to check all the boxes in between the two checked ones. Itās a fast way to check 10, 20 or more items you want to edit/deleteā¦ vs checking each and every one separately. which is how it is nowā¦ and its painstakingly slow. See the image in the link above. Weāre using Tape for all our inbound emailā¦ and sometimes you just need to delete 20 items in a single whack!
3 - the ability to open two items on one screen. Often times I am writing notes in one item, but need another item open to reference some information. When at my office I have multiple screensā¦ but when traveling this is nearly impossible on a laptop. The other possible way to do this would be to give us the ability to close the activity/comments sidebar for more space, so we can open a 2nd item in a 2nd browser window and put the two items up side by side on the same screen.
4 - AND THIS IS A BIG ONEā¦ A complete accounting package complete with ACH transactional ability for both inbound and outbound payments, reporting, etc. (I would love to put a bullet in our $ gouging QuickBooks bloat-ware!!!) Iāve thought this throughā¦ and its completely doable on your platformā¦ It could also be another revenue stream as well for Tape for an accounting module add-on and a small fee for all inbound / outbound ACH transactions. I would KILL to have this feature baked into Tape and to finally have ALL our business operations in ONE platform. Iām available for questionsā¦ beta testing, etc.
Thanks - keep making Tape awesomeā¦ loving it!!
Hi all,
Let me please add an additional idea I thought I already included but I couldnāt find it now reading again.
SHOW/HIDE FIELDS FOR MOBILE/PC + CONDITIONAL
It would be very nice to be able to set shown or hidden fields depending on the viewport or on the device. This could be a āsimpleā latch option when configuring a field much like the ones we already have for hidden if empty or always hidden, but maybe like āhidden for mobileā. This would allow to show the information in a certain way in PC and/or mobile. In a similar way, a hidden in PC latch option could help to have some fields in mobile dedicated to directly enter information in Tape that are later hidden in PC. These could also be instead two latches show in PC and show in mobile.
Then if possible it would be awesome to ācomplicate it a bit moreā by being able to conditionally show or hide in mobile and/or pc. This connects to some conditional logic in fields in general so this could replicate a show/hide fields based on conditions feature but based on the condition of using certain device.
By the way, for the 1st mention by @ScottA you could take a look at GitHub - OpenSignLabs/OpenSign: š„ The free & Open Source DocuSign alternative (checking the licenses) to have an starting point.
Thanks.
R.J.
Thanks @R.J - I saw that in your comments above. That would be something I would need someone else to buildā¦ Thatās above my head. But its great to know it exists if ever we go that route down the road. Weāre not even migrated over to Tape yetā¦ .just laying the ground work, getting to know the community etc. Thanks!
Hi @ScottA,
Youāre very welcome! This āyou could take a look atā was just a reference addressed to Tapeās team though. I wish you all the best for your transition. Thanks.
Iām over here thinking about the conditional display for mobile view on fields.
This may be fairly straightforward using a user agent query.
You could have a toggle on all fields with the following options (default to both)
Display: [Mobile | Desktop | Both]
I can think of a few use cases for this, along with conditional logic as well.
Hi John,
Thanks for adding to this.
Sure, user agent could be used as well. For the toggle, I actually went with this āhidden routeā since there are already some āhide togglesā in place. But both ways serve the purpose really, so nice also.
I believe there are many nice use cases for this. And adding conditional logic on top could be the cherry on the pie.
Thanks.
R.J.
Adding this here as well for consideration.
Iām not sure if you have taken this to consideration yet or not, but it may be beneficial to have a UDF text block like we have on the new dashboards. This may be more intuitive for some users that are not as familiar with calculation fields. Just sharing because it crossed my mind.