Platform Roadmap

drag & drop system start with date-based automation call out product, template, and recipient step-based each step has a kit, print template, and date...

Background Summary Currently, when an order is placed for a product, the vendor isn't directly notified if they do not hold Box+Bestow inventory, such...

Add the following text below all login pages (app.boxandbestow.com & app.boxandbestow.com/login) Make the year dynamic (changes each year...

Duplicate the LO Registration form, make the second version “app.boxandbestow.com/registration-cc/{companyid}” Remove the requirement to select a...

Steps to help user understand how to best-use the features of the app Goal is to breaking down all relevant tasks that the user needs to ensure...

Customize landing page where customers can select gifts Loan Officers, Admins, and Super Admins can create & edit Access Additional sidebar item named...

Loan Officers aren’t the most tech-savvy people Admins & Super Admins need the ability to set a user’s password in the user edit screen (not just...

I’m not sure this is necessary, as Super Admins should be able to do everything for a Loan officer/user (so maybe that’s the scope of this story):...

Give the orange, purple, and read colors the [: root --primary] color style screenshot attached

Reports of all orders sent to Admin Reports of specific LO orders sent to specific LOs By email Frequency can be adjusted Weekly Monthly Quarterly

Ideally we’d like it to populate as a graph on the dashboard, and show somewhere on the order record. Across all organizations (Super Admin) Across...

Stores credit card for use on the user profile page (securely) then charges the card when an item is triggered to shipRestricts shipment request from...