Improvements and fixes
- Added the ability for internal users to update the name and profile picture of a client user.
- Added the ability for internal users to add a payment method on behalf of a client and change the primary payment method.
- Added the ability for internal users to reset a client user's password
- Redesigned the client details page.
- Improved the experience of opening a client invite URL as an internal user. Previously you were automatically redirected to the CRM and now you can login as the client.
- Improved the loading speed of all module pages when they have no content.
- Fixed a bug that made it difficult to change the plan you are on.
Improvements and fixes
- Added a new task for new customers called "Create your first client".
- Updated the clients details page with a collapse-able right-sidebar.
- Improved the onboarding experience for new customers.
- Redesigned the custom domains page.
- Redesigned the plans page.
- Fixed a bug where the first tab on the client details page was not always selected.
Advanced billing settings
On the Settings/Billing page, you can now specify which payment methods you want to accept (credit card, ACH, or both), indicate who pays for payment processing fees (either you or the client), and set a default memo. These settings are saved as defaults and can be overwritten when a new invoice or subscription is created (in the Advanced Settings section).
Subscription scheduling
You now have more controls when creating a subscription. You can select a start date (immediately, 1st of next month, custom date) and end date (never, after a specific number of cycles, custom date).
Improvements and fixes
- Added helper text on the customization pages to make it clear what the images you upload there can be used for.
- Added time stamps (hours and minutes) on the Messaging module for messages sent in the prior 7 days.
Improvements and fixes
- Updated how internal user and client user deletions work. When a user is deleted, their email is now immediately available for use again. This fixes a common problem new customers have who frequently invited themselves as a client (using another email) and then later wanted to use this same email for an internal user.
- Simplified how customers can manage their Portal subscription. Customers can now see their plan, past invoices, and manage their payment method, all on the Settings/Plans page.
- Added logic that kicks client users out of active sessions immediately after they are deleted by internal users.
- Improved the invoices page that is shown to internal users when no invoices have been created yet.
- Fixed a bug where resending a client invite didn't work in some scenarios.
Improvements and fixes
- Improved the design of the checkout flow.
- Improved the performance of the billing page by removing an extra refresh.
- Updated fonts and colors for modals across the product.
- Fixed a bug where connecting a dashboard results in no channel being selected.
- Fixed a bug where radio buttons switch to checkboxes for forms that have been submitted.
- Fixed copy on various initial state pages.
Subscriptions with line items
You can now create subscriptions with multiple line items. Invoices previously had this capability and now subscriptions have it as well.
Default visibility
You can now set default visibility rules in your settings. When a client is created, visibility is set based on those preferences. As a reminder, visibility rules define who on your team can see a client and the client's associated information (messages, files, etc.).
Multi file upload for forms
For questions of type file upload, clients can now submit multiple files.
Improved empty states for file channels
When you select a files channel that doesn't have any files, we now show a redesigned page that makes it clear what actions are available (upload file, add link, create folder).
Improvements and fixes
- Added an improved way to connect custom domains that makes the process fast (<2 minutes in most cases) and requires fewer records to be added on your registrar.
- Improved the performance of the CRM page by 85%.
- Improved the marketing website Contact Us page.
- Improved the design of forms with long titles.
- Improved column alignment on the forms table.
- Fixed a bug that prevented the removal of questions when editing a form.
Improved welcome messages
When you create a client, a conversation is now created right away (even you don’t invite the client yet). In this conversation, we show the draft welcome message that will be once the client signs in for the first time. We hope this update improves clarity around how welcome messages work.
Improvements and fixes
- Added the ability to duplicate forms.
- Improved the search experience across the product.
- Improved the experience of inviting client users and internal users that have already been invited. The action is now called "Resend invite".
- Fixed a bug where client user profile pictures where not used on the Messaging pages.
Improvements and fixes
- Added ability to delete custom domains.
- Renamed the titles of two pages. Messaging now says "Conversations" at the top and Files says "File channels".
- Fixed a bug where an internal user who gets unassigned from a client doesn't lose the notifications that were associated with that client.
- Fixed a bug where the icon you set on the Customization page didn't get used for your favicon.
Client assignment is our biggest release to date and makes Portal work for larger teams (up to 50 people on a team). With client assignment you can now easily (1) assign a lead to each client and (2) select the team members that can see the client and their information (messages, files, invoices etc.) all from one unified place.
Improvements and fixes
- Added a sticky sidebar notification for clients who have open invoices. For example, if a client has 2 unpaid open invoices, they will see a "2" beside "Billing" in the sidebar. The notifications only go away when the invoices are paid.
- Improved the eSignatures user experience.
- Redesigned avatars, channels, toggles, tags, text fields, and modals.
- Updated the Portal guide.
Help center
Internal users can now click on Help center in the bottom of the sidebar. On the Help center, internal users are greeted with 4 useful links - the Portal Guide, our Slack community, contact support, and recent updates.
Link sharing for client invites and invoices
Sometimes a client just won’t check their email to accept their portal invite or pay an invoice. Now you can click on the actions button on a client (on the CRM page) or on an open invoice (on the Invoices page), and copy a link that you can share with your client via email, SMS, or any method you choose.
Improvements and Fixes
- Improved the experience of uploading large files in Messaging.
- Fixed a bug where clicking on the Preview action for an eSigned document showed the original document.
