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20
Ideas

The ability to customize the client portal

To achieve consistency on colors, add icons, change font...

19
Ideas

Let clients fill out / edit information on their profile

Let clients fill out / edit information on their profile (name, avatar, notification settings...) Update (October 2026): clients already have a My profile page in their portal, where they can change their password. Notification settings for clients are now planned as part of Notification preferences: https://feedback.hubflo.com/en/feature-requests?id=6acfca47da9167f34016c198 Editing their name and avatar is still an idea: keep voting if you need it.

16
Ideas

Allow multiple companies for one contact

Currently, you have it so I can only attach 1 company to each contact. While this works great if I have 1 company with multiple partners, this doesn't help me if I have multiple companies with the same partners.

15
Ideas

Dark Mode

Give the ability for dark mode, for both us and for each of our Client Portals.

13
Ideas

The option to hide menu above the Cover (where it says “Home > “Client Portal” > and “call”

To be able to have the cover fill up top portion cleanly

13
Ideas

The ability to delete archived forms and smartdocs

Eliminate clutter

11
Ideas

Add project fields in forms

Using the forms to populate the information right into the project to easily find. (ie. Location of project and notes from the form) i seem to be only able to view it if i go into the clients folder. (For this case there is no workspace or portal, just the project pipeline)

11
Ideas

Advanced emailing capabilities

- Connect multiple accounts - Bulk emails - Bulk deletion

10
Ideas

Alphabetize workspaces

It would be great if we can view our workspaces by alphabetical order and not just by creation order. I know we can set it in alphabetical order, but once we click out of it, it defaults to date creation.

10
Ideas

Multiple email addresses

It would be very helpful to allow for a single Client (i.e. Contact) to have multiple email addresses associated with their records. We are seeing instances where a client makes a habit of using multiple email addresses and it becomes a pain in the next two have more than one contact for the same person.