@Jenni - Completely agree. If you have a client who, at the end of the day, wants to price shop your recommendations they are going to do it. Clients just need to realize that its faster and easier (and often cheaper) to work with a professional to source those products.

I also wanted to mention that Wecora has built in search protection for images so that clients cannot easily take the recommendations presented to them and search Google or whatnot for similar images.

I agree hiding the source is helpful and I want it. I also think that looking forward, we are inevitably moving towards more transparency around pricing. Images are already searchable if people know how. Soon it will be commonplace. The whole notion of hiding info from clients is not a lasting proposition.

I am new in Wecora, but I understand perfectly the concept and I agree with the idea of hide the sourcing.I think the change will be very helpful .Thanks for working with us!.

Hmmmm...not sure Im crazy about the idea of having to make multiple boards for a project vs being able to just manage the user settings. Wouldn't this also create a ton of extra data for you to have to store and backup? I have less of a problem with my client/vendors seeing each others comments - it keeps everyone informed and documents the progress taking place. albeit, they may not want to get all of the email notifications on this activity :)

I agree that hiding the source is a great option to use as required.
Clients take long enough to decide and providing them with the supplier sites is like opening pandoras box.
once the client has access, hours spent to find the right pieces is overlooked.
That being said, i supplied a client with the name of the product only, and she googled that and found a slightly cheaper price.

keep up the great work guys your program has made my life so much easier
thank you
Jodie

I too would like to hide the source from a client. I recently just experienced this from a client and since I charge a flat procurement fee when I order items, the client seeing my costs usually doesn't phase me. However, in this instance, the items purchased was not a trade only resource and my client ask if she could just purchase the item on her own so that she wouldn't have to pay the procurement fee. Had she not seen the source, there wouldn't have been an issue.

I would love the option to hide sourcing.

Please provide the option to hide sourcing from clients. It is essential that designers be able to protect their sources and price margins if they wish to do so. Thank you for making this change!

I like the idea of sharing the 'retail' of the items so the client can decide if it is worth it to them. I usually give 3 choices for items ( good, better, best) and let them decide so it would be best to have the retail with the items. I hope if you do make this change then we will also be able to edit the source after we bookmark it so we can keep that private.If the source is the link to the product then they can still shop us regardless.

@Moira - I think default view options that apply to all boards is doable.

Keep in mind, however, that the current proposed solution we are discussing would move access/view control to the BOARD level and NOT be determined on a user level.

This means when you go to share, everyone you share with would see exactly the same thing - which would be what you make visible for the board. This would simplify sharing so you don't have to worry about who can see what.

If you would want different groups of people to see different things - such as clients seeing everything but source and vendors seeing everything but price, you would simply duplicate a board, change what is visible and share it with the second group. This would also allow you to have a separate comment stream which each group, which is often very much needed.

I also believe it should be an option to either show or not.

Also it would be great if we were able to set our preferred default option (show or not), of course with the ability to override for each client if needed, this way one less thing we need to update when starting a new board.

I would like the option of allowing my client to view or not view that information

I would welcome the ability to keep the source of an item confidential. Most of the time I do not want to share this information with my clients.

I think the board idea is interesting--choose per board what is visible. I believe that more choices is always better--the more control I have as a professional, the better that sits with me. Having the Baird be uniform for viewer/creator is nice because, as the creator, I wouldn't worry about being certain I've set parameters properly. Good fix. Definitely give users the most choice possible.

Awesome feedback everyone!

So here is what we are hearing already:

1 - You like the ability to control what users can see
2 - You want simple

Sound about right? As stated this isn't as easy as throwing on a bunch of checkboxes. You immediately lose the "simple" part. Plus having peace of mind over what each user can see is also paramount. We definitely understand the argument that a partner or vendor or contractor doesn't need to see pricing info, but we would actually go a step further and say that you would probably not want the vendor seeing your conversation with the clients either, or vice versa!

So here is an idea we have been discussing. We would love your thoughts on this or any other general ideas.

Put simply - what you see, they see. We move access control to the BOARD level instead of user level so you can easily set for each board EXACTLY what you want visible and not visible. For example, you could create a board to share with clients, opt to display the name, price and quantity but NOT source. Then you could easily duplicate that same board but for that board opt to show the name and source, but no pricing info. The first board you would share with your clients, the second with contractors.

This accomplishes a few things, but mainly:

1 - Gives you complete control on a board level over what is visible to ANYONE looking at the board.
2 - Lets you have different private conversations with different groups of people (i.e. clients versus vendors versus associates)
3 - Removes the concern over what can others see versus what you see
4 - Keeps things clean and simple - no more having to select who sees what when sharing.

Please let us know your thoughts and lets keep the creative feedback flowing!

I would like to be in complete control of what my client sees. Source, name, price, everything.. Right now, I have control of name, price, details.. Because I can simply enter them or not, right? Other than that, yes, I would like control over source as well, separate from details...

There are definitely situations where the client is quoted a package price, not a per-item price.
This is probably even more prevalent for the other professionals and industries that Wecora is serving.

Also, the information should be at the same level regardless of whether it's accessed on a phone, tablet, or laptop. I don't know how the software magicians at Wecora would accomplish all of this, -but complete flexibility and/or confidentiality for the professional would be optimal.

@Elizabeth - very interesting point about certain groups (like vendors) not needing to know how much your clients are spending.

@DeeAnn - not really sure what you mean by your question, but as long as you have an account with Wecora your client can see any boards you shared or sent the URL for. As for the needs of one of our client groups - we constantly balance everything to ensure that the solution is useful and valuable to ANY creative professional.

Keep the feedback coming! We're already learning a ton.

I'd like to be able to choose one or the other, both or none. Is that what you are proposing? I often share boards with GC's and installers who don't need to be privy to price and what my client is spending...but they might need the source link to access dimensions, product specifications or installation details.
unfortunately there is no way to control if your client chooses to shop around. I never guarantee to be the cheapest, instead a great value. if they decide to buy the same item or product elsewhere then they take on all of the responsibility: processing, receiving, qc, and liability.

Thanks for the clarification on lots of points- I have seen that issue come up on the IPAD as well when I am with a client who has one-
I appreciate the fact that you guys are growing your business, however, the needs of Interior Designers and the needs of photographers and manufacturers are not the same.
It is difficult to be all things to all people, however, this is a very massive change in what seemed to be a program developed specifically to the Interior Design community.
I would like to know how long the boards and their information remain available for client's to view on their IPADs or any other device?