Being able to provide custom links in the Business App would be a huge way to increase engagement from clients. It’s just one more way to becoming their one-stop-shop for everything
For example:
- Links to external reports or spreadsheets
- Links for client support resources
- Links to the agency’s website
@wesfoster Our workaround for this is to go to the vendor center - Create a "Product" add the URL we want to direct people to the integration section. Don't make the "Product public" add the product to any client accounts you want to and it shows up in their products and in the sidebar if pinned. We actually charge a premium upgrade to clients who want their own individual software linked to. See attached image - Launch Websites are our custom client websites - The three links below - Canva - ClickUp - and Panda doc are the client's software tools that they wanted added.
Hey @Wes_Foster – It’s on the roadmap for Q3 to be able to add custom content to the Exec Report, including comments. Appreciate your suggestion of links to external resources, I’ll add that to the plans, and make sure to reach out when we’re looking for testers!
That’s a pretty good workaround for a single link (such as linking to an agency’s site), but in another use-case, it would get cluttered:
We provide monthly reports for specific services that aren’t shown in the business center/executive report (links built or content created, for example). So, similar to uploading files in business center, it would be nice to be able to provide a place in the business center where links could be posted.
This would almost be handled like a support ticket system (new post + client notification).
I’ve tried uploading blank files in the past with a description linking the client to an external report, but that didn’t work.
@Levi I would be interested in this as a short term workaround. However, it would have to sso with the target app.