Feature Requests

Right now, I take the audio of my lengthy calls and use AI to transcribe and summarize. It would be amazing if Albi did this automatically.

A very good competitor of yours, Jobsight, has texting clients through the app. Makes it super easy to use. Is there any future updates like this for Albi?

Can I make a feature suggestion/improvement request here? It would AMAZING if in the timeline/communications it did 2 things. Had the ability to see the entire body of an email in 1 screen without having to scroll - right not you only get a very small window to see a couple sentences at most and then you must scroll down, and scroll left to right to see the entire message Showed, and allowed you to access any attachments that were sent with the email. Right now you cannot see any attachments that were sent with an email. Just observations from a user that would save me a good bit of time.

Last section of Alex's video here shows how to create "tracking numbers". The phone numbers are functional, but when a customer calls one of them, and the call is received by an Albi user, Albi's VOIP system doesn't recognize or display which tracking number the inbound caller is calling. https://youtu.be/Mq8dWxvORZg?si=uXoM9_TjDyBFRgC6

When sending a contract out for e-signature, it would be helpful to have the option to attach someone as a Read-Only user. That way additional parties in the project can see the contract details without having to sign it.

A customer portal would enable us to seamlessly inform them of their progress. A timeline with company point of contact or contact form inside the customer portal would be a great benefit.

Why is this still not possible?? PLEASE PLEASE PLEASE make it so you can delete notes! Why put a check box next to each note if you're unable to do anything with it.

As we start using assigned tasks more, it would be convenient to have a filter, list, and/or search option to view the open tasks we have already assigned to other so we can more effectively follow-up on them.

If emails are cc'd to multiple parties, the timeline produces up to 6 duplicates or more of the same exact email...this is messy and plugs up the timeline, making it slow and frustrating to use.