Share feedback about workflows or improvements you would like to see in PloverCRM.
Feature requests open the public PloverCRM roadmap in a browser or external page.
Open the roadmap #
- Open PloverCRM.
- Tap Settings.
- Scroll to Help & updates.
- Tap Request a Feature.
- Follow the device prompt to open the public roadmap.
Submit a useful request #
Before submitting a request:
- Search the roadmap for an existing request that describes the same need.
- Explain the task you are trying to complete.
- Describe what makes the current workflow difficult.
- Explain the result you would like PloverCRM to provide.
- Include a short example without using private customer information.
- Submit the request using the roadmap controls.
A clear workflow description helps others understand and evaluate the request.
Protect private information #
Do not include any of the following in public feedback:
- Passwords.
- Access tokens.
- Private customer information.
- Unredacted lead details.
- Confidential workspace information.
- Internal URLs or implementation details.
Use general examples instead of real customer records.
Warning: The roadmap is public. Review your request before submitting it and remove confidential information.
If the roadmap does not open #
- Tap Request a Feature again.
- Follow the device prompt.
- If the page still does not open, open the roadmap in a browser.
- Contact PloverCRM support if you cannot access the roadmap.
Understand feature-request status #
Submitting a request does not guarantee that the feature will be built or released. PloverCRM may change the priority, scope, or timing of roadmap items.
For released improvements, see View What’s New.
