Pinned
Discovery
CADdetails Analytics Integrations - Mulitple Client Request
Clients Requesting CRM / CADdetails Analytics Requests ChamClad (HubSpot) FoxBlocks (CRM: Zoho) Rite Hite (CRM) Nichiha (CRM: Salesforce) PlayPower (automated lead sending) See also the related Featurebase Post: https://feedback.dash.tryprodify.com/p/rfq-integration-with-crm-salesforce-client-will-not-go-live CRM Integration - Client Feature Request Summary: https://caddetails.teamwork.com/spaces/client-success-team/page/71748-crm-integration-with-analytics From Miranda re ChamClad Hi Team, While on a call with Jamie at ChamClad she let me know they’re using Hubspot, and Jamie asked if there was any way that the CADdetails analytics could work directly with hubspot. She also said that Rita had mentioned “Nutshell”(they’re not using that one yet) too as a potential platform to use with our Analytics. Just passing this on for future integrations. Thanks From client meeting Danika re FoxBlocks. Bonner from FoxBlocks requested an integration with their CRM, Zoho. He also was asking if he could set it up himself through Zapier. MOVED FROM CADDETAILS BOARD
El 3 months ago
Integrations
💡 Feature Request
Pinned
Discovery
CADdetails Analytics Integrations - Mulitple Client Request
Clients Requesting CRM / CADdetails Analytics Requests ChamClad (HubSpot) FoxBlocks (CRM: Zoho) Rite Hite (CRM) Nichiha (CRM: Salesforce) PlayPower (automated lead sending) See also the related Featurebase Post: https://feedback.dash.tryprodify.com/p/rfq-integration-with-crm-salesforce-client-will-not-go-live CRM Integration - Client Feature Request Summary: https://caddetails.teamwork.com/spaces/client-success-team/page/71748-crm-integration-with-analytics From Miranda re ChamClad Hi Team, While on a call with Jamie at ChamClad she let me know they’re using Hubspot, and Jamie asked if there was any way that the CADdetails analytics could work directly with hubspot. She also said that Rita had mentioned “Nutshell”(they’re not using that one yet) too as a potential platform to use with our Analytics. Just passing this on for future integrations. Thanks From client meeting Danika re FoxBlocks. Bonner from FoxBlocks requested an integration with their CRM, Zoho. He also was asking if he could set it up himself through Zapier. MOVED FROM CADDETAILS BOARD
El 3 months ago
Integrations
💡 Feature Request
Queued For Dev
Issues Trying to Disable Analytics and Invite New Admin to Analytics🔵
Cody tried to disable Bryan’s analytics and invite Donna but was blocked. This is unexpected as there should be 3 seats available, and a client should be able to disable analytics for one user and invite another as per chat with Nasim. Nasim confirmed this is a bug and she will need to work on design for the fix.
El 7 days ago
High Priority
🐛 Report an Issue
Queued For Dev
Issues Trying to Disable Analytics and Invite New Admin to Analytics🔵
Cody tried to disable Bryan’s analytics and invite Donna but was blocked. This is unexpected as there should be 3 seats available, and a client should be able to disable analytics for one user and invite another as per chat with Nasim. Nasim confirmed this is a bug and she will need to work on design for the fix.
El 7 days ago
High Priority
🐛 Report an Issue
Name of Company in Tab
Are we able to give tabs a naming convention so super admins or companies that have more then one company in prodify knows which company they are in? Example:
Michelle 9 days ago
Medium Priority
💡 Feature Request
Name of Company in Tab
Are we able to give tabs a naming convention so super admins or companies that have more then one company in prodify knows which company they are in? Example:
Michelle 9 days ago
Medium Priority
💡 Feature Request
Queued For Dev
Viewer User Profile: Error when trying to remove an avatar🔵
Steps to reproduce: Log in as Viewer. Open the user profile. Upload an avatar if one is not already uploaded. Try to remove the avatar. Expected result: The avatar is successfully removed. Actual result: A 403 error appears and the avatar is not removed.
Svitlana 15 days ago
Medium Priority
🐛 Report an Issue
Queued For Dev
Viewer User Profile: Error when trying to remove an avatar🔵
Steps to reproduce: Log in as Viewer. Open the user profile. Upload an avatar if one is not already uploaded. Try to remove the avatar. Expected result: The avatar is successfully removed. Actual result: A 403 error appears and the avatar is not removed.
Svitlana 15 days ago
Medium Priority
🐛 Report an Issue
Queued For Dev
Viewer can delete Project images🔵
Steps to reproduce: Login by Viewer user and open details of any project Check Project Gallery Images section Actual result: Viewer can see and delete project images Expected result: Viewer cannot see ‘Delete’ icons
Svitlana 18 days ago
Medium Priority
🐛 Report an Issue
Queued For Dev
Viewer can delete Project images🔵
Steps to reproduce: Login by Viewer user and open details of any project Check Project Gallery Images section Actual result: Viewer can see and delete project images Expected result: Viewer cannot see ‘Delete’ icons
Svitlana 18 days ago
Medium Priority
🐛 Report an Issue
Maxxon Feature Request: SharePoint Integration / Automated Asset Syncing From Prodify
Hi TechOps, We received a request from a client asking about the possibility of integrating Prodify with SharePoint for automatic file syncing or scheduled exports (weekly/monthly backups). Their current workflow is: Marketing uploads/manages assets in Prodify Other departments (Sales, R&D, Technical, etc.) access files through SharePoint They’d like to avoid maintaining uploads in both platforms Specifically, they asked if: Assets uploaded to Prodify could automatically sync to SharePoint Or if there could be a scheduled export/backup process to SharePoint I mentioned that we don’t currently support this integration, but that I’d share the feedback internally as part of future enhancement discussions. Thank you!
Alice Krawczyk 19 days ago
Integrations
💡 Feature Request
Maxxon Feature Request: SharePoint Integration / Automated Asset Syncing From Prodify
Hi TechOps, We received a request from a client asking about the possibility of integrating Prodify with SharePoint for automatic file syncing or scheduled exports (weekly/monthly backups). Their current workflow is: Marketing uploads/manages assets in Prodify Other departments (Sales, R&D, Technical, etc.) access files through SharePoint They’d like to avoid maintaining uploads in both platforms Specifically, they asked if: Assets uploaded to Prodify could automatically sync to SharePoint Or if there could be a scheduled export/backup process to SharePoint I mentioned that we don’t currently support this integration, but that I’d share the feedback internally as part of future enhancement discussions. Thank you!
Alice Krawczyk 19 days ago
Integrations
💡 Feature Request
Investigate and fix token errors🔵
We’re still running into token issues in specific user cases that need to be investigated. Dev Note: After significant investigation I believe I have the root cause of this identified and fixed. The cause appears to be our IP check failing and then causing a cascade of failures generating an AnonymousID for the user.
Nicholas Vail 19 days ago
Login/Registration
🐛 Report an Issue
Investigate and fix token errors🔵
We’re still running into token issues in specific user cases that need to be investigated. Dev Note: After significant investigation I believe I have the root cause of this identified and fixed. The cause appears to be our IP check failing and then causing a cascade of failures generating an AnonymousID for the user.
Nicholas Vail 19 days ago
Login/Registration
🐛 Report an Issue
Clear up company validation issues🔵
Right now when a company has validation issues on the branding page, it will block the user from saving changes and navigating away from the Company Settings pages until the errors are fixed. We currently do not show any of the validation errors affecting a company.
Nicholas Vail 19 days ago
Medium Priority
🐛 Report an Issue
Clear up company validation issues🔵
Right now when a company has validation issues on the branding page, it will block the user from saving changes and navigating away from the Company Settings pages until the errors are fixed. We currently do not show any of the validation errors affecting a company.
Nicholas Vail 19 days ago
Medium Priority
🐛 Report an Issue
Completed
Issue switching from Company Settings to New Company
I was going in to remove obsolete users from the company/user settings and when I hit save, and navigate to change company, i get hit with a validation invalid error. It doesnt matter if i remove/add users or just look and then navigate out, it happens every time.
Robin 19 days ago
🐛 Report an Issue
Completed
Issue switching from Company Settings to New Company
I was going in to remove obsolete users from the company/user settings and when I hit save, and navigate to change company, i get hit with a validation invalid error. It doesnt matter if i remove/add users or just look and then navigate out, it happens every time.
Robin 19 days ago
🐛 Report an Issue
Company Name Change Explainer
Request for a way to indicate that a change to a company name in Prodify can cause issues for Analytics. Example Text: Please note a name change here could impact your access to CADdetails and Design Hub Analytics. Problem: If a client changes their company name, even by a single character, their CADdetails / DH analytics access will be compromised.
El 21 days ago
Medium Priority
💡 Feature Request
Company Name Change Explainer
Request for a way to indicate that a change to a company name in Prodify can cause issues for Analytics. Example Text: Please note a name change here could impact your access to CADdetails and Design Hub Analytics. Problem: If a client changes their company name, even by a single character, their CADdetails / DH analytics access will be compromised.
El 21 days ago
Medium Priority
💡 Feature Request
Queued For Dev
Incorrect Spelling in Placeholder text (2 errors)🔵
1 - The word ‘effected’ in placeholder text “Enter effected company name/user email” should be spelled “affected.” 2 - “Preview spelling” needs to be correct
Kira 28 days ago
Medium Priority
🐛 Report an Issue
Queued For Dev
Incorrect Spelling in Placeholder text (2 errors)🔵
1 - The word ‘effected’ in placeholder text “Enter effected company name/user email” should be spelled “affected.” 2 - “Preview spelling” needs to be correct
Kira 28 days ago
Medium Priority
🐛 Report an Issue
Queued For Dev
Shared project: Error when trying to download project media by guest user🔵
Steps to reproduce: Login by admin user and share a project Login via shared link by guest user and click ‘Download All’ button Expected result: Project images are downloaded Actual result: 401 error in console Note: Guest user cannot go to product details from shared project. Is it intended?
Svitlana 28 days ago
Login/Registration
🐛 Report an Issue
Queued For Dev
Shared project: Error when trying to download project media by guest user🔵
Steps to reproduce: Login by admin user and share a project Login via shared link by guest user and click ‘Download All’ button Expected result: Project images are downloaded Actual result: 401 error in console Note: Guest user cannot go to product details from shared project. Is it intended?
Svitlana 28 days ago
Login/Registration
🐛 Report an Issue
Queued For Dev
Shared Project: Description dialog is duplicated🔵
Note: same issue for download dialog on shared project view
Svitlana 28 days ago
Medium Priority
🐛 Report an Issue
Queued For Dev
Shared Project: Description dialog is duplicated🔵
Note: same issue for download dialog on shared project view
Svitlana 28 days ago
Medium Priority
🐛 Report an Issue
Ability to Organize Documents by File Type
MOSO has expressed the need to organize their files within the Product Variant form. Ideally they want to be able to share right out of PIM and offer an organized view of their files with clear file types for easy navigation. A tab or other organizational set up may work for this.
El about 1 month ago
PIM
💡 Feature Request
Ability to Organize Documents by File Type
MOSO has expressed the need to organize their files within the Product Variant form. Ideally they want to be able to share right out of PIM and offer an organized view of their files with clear file types for easy navigation. A tab or other organizational set up may work for this.
El about 1 month ago
PIM
💡 Feature Request
Maxxon Project Gallery Feedback: Custom Options For Sectors
Hi Team, We received feedback from Maxxon regarding the Project Gallery in Prodify. Maxxon would like to implement a custom option for “sectors” and “sub-sectors”, as they find the current dropdown menu a bit limited. I let them know I would pass this along for evaluation. Thank you, Alice
Alice Krawczyk about 1 month ago
Client Request
💡 Feature Request
Maxxon Project Gallery Feedback: Custom Options For Sectors
Hi Team, We received feedback from Maxxon regarding the Project Gallery in Prodify. Maxxon would like to implement a custom option for “sectors” and “sub-sectors”, as they find the current dropdown menu a bit limited. I let them know I would pass this along for evaluation. Thank you, Alice
Alice Krawczyk about 1 month ago
Client Request
💡 Feature Request
Maxxon Project Gallery Feedback: Export Functionality
Hi Team, We received feedback from Maxxon regarding the Project Gallery in Prodify. Maxxon would like to implement an export functionality. The request is to allow users to download the project in multiple file formats, including PDF, PNG, and Excel. I let them know I would pass this along for evaluation. Thank you, Alice
Alice Krawczyk about 1 month ago
Client Request
💡 Feature Request
Maxxon Project Gallery Feedback: Export Functionality
Hi Team, We received feedback from Maxxon regarding the Project Gallery in Prodify. Maxxon would like to implement an export functionality. The request is to allow users to download the project in multiple file formats, including PDF, PNG, and Excel. I let them know I would pass this along for evaluation. Thank you, Alice
Alice Krawczyk about 1 month ago
Client Request
💡 Feature Request
Maxxon Project Gallery Feedback: Linking Projects Through Products
Hi Team, We received feedback from Maxxon regarding the Project Gallery in Prodify. Currently, we can link products within projects, which is working as expected. However, the client would also like the reverse capability, the ability to link projects within products, so related projects can be surfaced directly from the product side as well. I let them know I would pass this along for evaluation. Thank you, Alice
Alice Krawczyk about 1 month ago
PIM
💡 Feature Request
Maxxon Project Gallery Feedback: Linking Projects Through Products
Hi Team, We received feedback from Maxxon regarding the Project Gallery in Prodify. Currently, we can link products within projects, which is working as expected. However, the client would also like the reverse capability, the ability to link projects within products, so related projects can be surfaced directly from the product side as well. I let them know I would pass this along for evaluation. Thank you, Alice
Alice Krawczyk about 1 month ago
PIM
💡 Feature Request
Queued For Dev
Max Assets limit not updated after permanently deleting trashed assets🔵
When a company reaches its Max Assets limit and then permanently deletes assets from the trash, the system does not recalculate the asset count correctly. As a result, the application still treats the deleted assets as active and shows that the limit has been exceeded Steps to Reproduce: Set company Max Assets limit to 100. Upload or have 100 active assets. Move ~90 assets to Trash. Empty the Trash (permanently delete those assets). Attempt to upload or create new assets. Expected Result: After emptying the trash, the asset count should be updated, and the user should be able to upload new assets within the limit. Actual Result: The system still counts deleted assets toward the limit and shows that the user exceeds the Max Assets limit.
Svitlana about 1 month ago
Assets
🐛 Report an Issue
Queued For Dev
Max Assets limit not updated after permanently deleting trashed assets🔵
When a company reaches its Max Assets limit and then permanently deletes assets from the trash, the system does not recalculate the asset count correctly. As a result, the application still treats the deleted assets as active and shows that the limit has been exceeded Steps to Reproduce: Set company Max Assets limit to 100. Upload or have 100 active assets. Move ~90 assets to Trash. Empty the Trash (permanently delete those assets). Attempt to upload or create new assets. Expected Result: After emptying the trash, the asset count should be updated, and the user should be able to upload new assets within the limit. Actual Result: The system still counts deleted assets toward the limit and shows that the user exceeds the Max Assets limit.
Svitlana about 1 month ago
Assets
🐛 Report an Issue
Queued For Dev
Assets cannot be permanently deleted🔵
Steps to reproduce: Open Trash Open Assets tab Select all assets and delete them Reload the page Expected result: Assets are deleted permanently Actual result: Assets persist in trash Note: Empty Trash produces an error (might be related) https://app.claap.io/caddetails/c-eDsAAtvmPP-ucUzKmCkDfHN
Svitlana about 1 month ago
Assets
🐛 Report an Issue
Queued For Dev
Assets cannot be permanently deleted🔵
Steps to reproduce: Open Trash Open Assets tab Select all assets and delete them Reload the page Expected result: Assets are deleted permanently Actual result: Assets persist in trash Note: Empty Trash produces an error (might be related) https://app.claap.io/caddetails/c-eDsAAtvmPP-ucUzKmCkDfHN
Svitlana about 1 month ago
Assets
🐛 Report an Issue
Cant share Product Variants from the product page🔵
Sharing variants from the product page currently produced the error below
Nicholas Vail about 1 month ago
High Priority
🐛 Report an Issue
Cant share Product Variants from the product page🔵
Sharing variants from the product page currently produced the error below
Nicholas Vail about 1 month ago
High Priority
🐛 Report an Issue
Queued For Dev
Prodify Opening to Analytics when PIM/DAM Enabled🔵
This was observed for Overhead Door and Sales Demo accounts. https://dash.tryprodify.com/723/analytics/caddetails-analytics https://dash.tryprodify.com/73/analytics/guest-activity While PIM and DAM are enabled, these open to the Analytics pages in Prodify.
El about 2 months ago
Medium Priority
🐛 Report an Issue
Queued For Dev
Prodify Opening to Analytics when PIM/DAM Enabled🔵
This was observed for Overhead Door and Sales Demo accounts. https://dash.tryprodify.com/723/analytics/caddetails-analytics https://dash.tryprodify.com/73/analytics/guest-activity While PIM and DAM are enabled, these open to the Analytics pages in Prodify.
El about 2 months ago
Medium Priority
🐛 Report an Issue