New updates and improvements to Copilot.

June 6, 2022

Improvements & Updates

  • Added a security step for internal users where email ownership is verified.
  • Added a Zapier trigger for Client Activated (i.e. for when a client signs in the first time).
  • Fixed a bug that prevented some client users from adding a company name in their settings.
  • Fixed 2 spelling mistakes in client email notifications.
May 19, 2022

No-company mode

Many businesses have customers who are individuals and the field "company" doesn't make any sense. On the Settings > General page, you can now turn off companies if you operate a business like this. When you turn off companies:

  • In the internal experience, the "Company" column is hidden on the CRM and you cannot create company-level channels or assign invoices/forms to companies.
  • In the client experience, clients do not see a Settings > Team page (where they could previously see other users on their team). The company field is also hidden in the direct sign-up experience.

Company-first mode

Many businesses are the opposite – they think of their customers by the company name rather than one or more associated individuals with a first and last name. To better support businesses like this, on Settings > General, you can now set the default channel for clients with companies to "Company channels" instead of "Individual client channels". When you set the default channel to company channels this means:

  • When you create a new client with a company that doesn't exist yet, a company-level messaging and company-level files channel will be created.
  • When you create a new client with a company that already exists, no new channels will be created. Instead, the client will join the existing company-level channels.

Note that along with the above changes, on the client details page you can now see all channels associated with the client – individual channels, group channels, and company channels as opposed to just the individual channel. You can also delete any channel, as long as the client has at least one channel left.

Improvements & Updates

  • Improved the experience of placing a block in the eSignatures flow. Previously, after dropping a block it occasionally moved a few pixels to the side. This should no longer happen, regardless of the zoom level in your browser.
  • Improved the design of icons and hover states on the CRM page.
  • Improved the stability of the mass message features. You can now send mass messages to 1000s of clients in one step.
  • Improved the copy and fixed some spelling mistakes in form-related email notifications.
May 11, 2022

Subscription Edits

From the Subscriptions page, for any active subscription you can now click on the "Edit" button to edit the subscription. Specifically, you can (1) update line items, (2) change the billing period, start date, and end date, and (3) switch between automatic payments and manual invoicing.

Improvements & Updates

  • Improved how Authenticated Extensions render in the client experience. The Extensions now take up all the available vertical space.
  • Improved the mobile design & scrolling experience of Knowledge base articles.
  • Removed search in the client experience for pages that don't support it.
  • Fixed a bug that prevented folders with special characters from being downloaded.
  • Fixed a bug where on the CRM the "Remove company" action showed even if no company was selected.
May 5, 2022

Command Bar

The command bar lets you navigate around your portal and complete quick actions with just your keyboard. To pull up the command bar, press Command and K (on Mac) or Control and K (on Windows). Alternatively, you can press C  to create a new entity (client, invoice, etc.) or press O to open a new client. Note that pulling up the command bar on any client details page brings up a different set of actions that are client-specific.

Improvements & Updates

  • Updated the shortcuts menu.
  • Added "auto-size embed" option for Authenticated Extensions.
  • Fixed a bug that prevented search from working on the Messages page.
April 28, 2022

SOC 2 Compliance

Portal is now SOC 2 certified, which allows us to deliver the highest level of data security, transparency, and compliance to our customers. Our comprehensive SOC 2 audit was carried out by Insight Assurance LLC, a licensed accounting firm registered with The American Institute of Certified Public Accountants (AICPA). You can read more about the importance of SOC2 in this blog post.

HIPAA Compliance

Portal is now HIPAA-compliant, which means healthcare startups and healthcare consulting firms can now use our client portal software for their business operations without worrying about data privacy breaches for their patients. Our client collaboration portal allows you to easily productize your healthcare services and deliver streamlined customer experiences to your clients. You can read more about the importance of HIPAA in this blog post.

Security Center

With SOC2 and HIPAA compliance in place, we're also launching a security center that lets you get a better understanding of our security posture and request private documents. You can access our security center here.

Improvements & Updates

  • Fixed a bug where due dates for auto-charge subscription were set with a due date of 30 days. Auto-charge subscriptions no longer have a due date.
  • Fixed a number of bugs that affected keyboard shortcuts.
April 20, 2022

Improvements & Updates

  • Implemented several improvements to improve email delivery and minimize the likelihood that email notifications go into your clients' spam folders.
  • Improved the flow for connecting a custom email domain.
  • Fixed a bug that resulted in messaging notifications to reappear in the product even if they were previously viewed.
  • Fixed a bug that prevented adding new lines (i.e. spacing) in the welcome message.
  • Fixed a QuickBooks sync issue where marking an invoice as paid manually did not update the invoice status.
April 13, 2022

Improvements & Updates

  • Added shortcuts that let you navigate up/down on channels and left/right on the client details page.
  • Updated the shortcut for submit actions.
  • Improved sync logic with QuickBooks. Invoices assigned to companies (rather than individual clients) now sync correctly.
  • Fixed a bug that resulted in duplicate payments being recorded in QuickBooks.
April 6, 2022

Custom Email Domains

Professional plan users can now connect their own email domain so that clients receive branded email notifications. If your website is agency123.com, for example, you can use notifications@agency123.com to send client email notifications. This feature will improve email deliverability to your clients (i.e. fewer emails going to spam) so we recommend that you set it up. You can connect a custom email domain on the Settings > Domains page.

API Updates

  • Added a section in our API documentation that explains how list endpoints work.
  • Added a list clients endpoint.
  • Added a get company endpoint.
  • Added a list companies endpoint.
  • Added a get form endpoint.
  • Added a list forms endpoint.

Improvements and Fixes

  • Improved our email notification delivery service to make it less likely that emails end up in spam.
  • Improved the position of button dropdowns across the product.
  • Improved the iconography we use for custom fields.
  • Improved the design of scroll bars on table pages.
  • Fixed a bug where company icons would sometimes show inconsistently across the product.
  • Fixed a bug where in rare cases an invoice number is used multiple times.
March 30, 2022

Improvements & Updates

  • Added page titles to Extension pages in the client experience.
  • Improved the experience of uploading large files in the Files module.
  • Improved hover states and menus for table actions.
  • Improved the design of various Settings pages.
  • Changed the default extension type to Global instead of Local.
  • Fixed a bug that caused some client email invites to not be sent.
  • Fixed a bug that occurred with the number of subscription cycles was set to a negative number. This is no longer possible.
March 23, 2022

API Update

We've enabled API access for all users. If you're an admin in your portal you can now navigate to Settings/API and generate your API key (which you'll need if you want to use Zapier). Full API documentation is available here.

Zapier Automations

You can now set up automations using Zapier. This is a a beta release with limited triggers to start, but we're going to expand on the set of automations continuously moving forward. If you would like early access, please ensure that you are on a paid plan and send an email to developers@joinportal.com with subject "Zapier access" and include your portal URL and email. We'll invite you from there.

Authenticated Extensions

With Authenticated Extensions you can embed your own web app into your portal and dynamically render data based on the authenticated client user. This is a great feature for startups that want to make use of some Portal Modules and supplement that with with fully custom functionality. You can learn more about Authenticated Extensions here. Familiarity with software development is required.

When you add an Extension you can now select the option "Opens in new tab". From the client's perspective, when they click on an Extension in the sidebar that is set up this way, rather than showing an embedded iFrame directly in your portal they will now see a new tab open in their browser. This is useful in many situations:

  • Some products don't support embedding for security reasons (usually when authentication is required). Now you can link to those products.
  • Some products don't render nicely when they are embedded. Now they can be accessed in a full-screen native web experience.
  • You can use this feature for bookmarking. For example, if you have a Zoom link that you want clients to join for meeting, you can bookmark it on the sidebar.

Improvements & Updates

  • Fixed a bug that prevented some Modules from being renamed and reordered.
  • Fixed a bug where some invoices were hidden from staff internal users.

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