New updates and improvements to Copilot.

March 17, 2022

Improvements & Updates

  • Improved the performance of loading PDF documents when using the eSignatures feature.
  • Added United Arab Emirates as a supported country for Portal Payments.
  • Fixed a bug that caused duplicate email notifications to be sent to internal users when new clients signed up.
  • Fixed a bug that occurred when negative quantities were entered on invoice line items.
March 9, 2022

API Beta

Today we're announcing early access for Portal API. Our REST APIs and Webhooks make it easy to interact with resources in your portal. You can use the API to set up internal automations and connect external tools like HubSpot and Salesforce. Click here view the documentation and see instructions to request early access. Once you're in the beta, admin internal users in your portal will see a new "API" section on Settings.

This initial release includes REST endpoints and Webhooks for clients, companies, and custom fields. Over time you can expect comprehensive API support for all Portal resources — messages, files, invoices, forms, etc.

Improvements & Updates

  • Renamed 'Visibility' to 'Assignees' on the CRM.
  • Improved the experience of upgrading, downgrading, and canceling your portal plan.
  • When connecting a custom domain, added setup instructions for users who use CloudFlare.
March 2, 2022

Module & Extension Consolidation

We've consolidated the Modules and Extensions pages. If you go to Settings > Modules, you'll now see a single page that shows you your modules and extensions. Here you can reorder them, rename them, and change the icon for each.

If you click Add a module that will bring you a new page (shown below) that lets you select from Portal Modules, the most popular extensions (with setup instructions for each), and an option to add a custom module (i.e. add any link or iFrame that supports embedding).

Improvements & Updates

  • Improved the design of breadcrumbs in the Files module (i.e. what is shown at the top when you navigate into a folder) on the Files module.
  • Improved how previews work for Extensions.
February 25, 2022

Improvements & Updates

  • Added support for region-specific AWS accounts for international customers.
  • Made several improvements to the QuickBooks integration so that syncing works better.
  • Improved the design of channels on the Files and Messages pages.
  • Fixed a bug that prevented users from downloading folders with very large files.
February 16, 2022

New icons

We've added over a 100 new icons that you can use to customize your sidebar. You can use custom icons for Extensions and you can also overwrite the default icons for Portal Modules.

Improvements & Updates

  • Improved the experience of saving changes on Settings pages.
  • Ran a data backfill so that payment dates for all past invoices are correct on the Invoices page.
  • Fixed a bug that in some cases prevented users from downloading invoice attachments after an invoice has been paid.
February 10, 2022

Improvements & Updates

  • Improved the performance of the CRM and the Messaging module.
  • Improved the experience for new users on trials. Trial users can now use Extensions without upgrading to the Pro plan.
  • The QuickBooks integration is now available on the Standard plan. It was previously a Professional-only feature.
February 2, 2022

API Beta

After half a year of development we're preparing for the initial release of Portal API and Zapier automations. If you'd like to receive early access, please fill out this short form and join the #API channel in our Slack community.

Improvements & Updates

  • Improved the performance of the Messaging module. Scrolling through conversations and selecting a channel is now 60% faster on average.
  • Improved the initial load speed every portal app.
  • Updated the invite team member modal to make it more clear how per-seat pricing works.
  • Fixed a bug that prevented column sorting from working.
  • Fixed a bug that resulted in the original module names to be used on the client details page (instead of custom names).
January 26, 2022

Improvements & Updates

  • Improved how filters work on the CRM, Invoices, and Subscriptions pages. Filter preferences are now saved across browser sessions.
  • Improved the page load performance on the Messaging module by ~5%. Various additional performance improvements will be released over the next 2 weeks.
  • Improved how images on sign in and sign up pages render. On average they should load 10X+ faster.
  • Tags now auto-sort alphabetically on the Knowledge base.
  • We now show a more helpful error page when a user is experiencing slow Internet speeds.
  • Fixed a bug where removing a company didn't work immediately and required a refresh. Company removal now happens instantaneously.
  • Fixed several UI bugs that caused user avatars to show at slightly different sizes across the product.
January 19, 2022

New Properties for Invoices & Subscriptions

We added several new properties to the Invoices and Subscriptions pages. Most of them are hidden by default and you have to click on the filter button to view them. These new fields should make bank reconciliation easier. All new fields can also be exported.

On the invoices page we have added:

  • Payment date (Date that a payment is made. Please note that for old invoices this property has not yet been backfilled.)
  • Payment method (Credit card or bank account with last 4 digits)
  • Fees (i.e Payment processing fees)
  • Fees absorbed (True or False depending whether the merchant or client pays for the fees)
  • Currency

For subscriptions, we have added:

  • Next payment date (date of the next charge date)

Company Extension Channels

You can now create company-level Local Extensions. This lets you embed a product and make it visible to multiple client users that are assigned to the same company. With this update, you can now create company-level File channels, Message channels, and Local Extensions.

Improvements & Updates

  • Increased the size of the brand icon that shows in the top of your sidebar.
  • Improved the left-alignment of various pages on mobile.
  • When a client only has one messaging channel, we now hide the channel sidebar so that the full width of the page can be dedicated to the message history area.
  • Updated the company icon on the CRM that is shown when no company has been added.
  • On the page where clients accept their invite, updated the copy to make it clear that they are setting a password for their account.
  • Fixed a bug that prevented drag & drop in the Files module when you dropped a file on the root bread crumb.
  • Fixed a bug where the invoices page  flickered briefly after a client pays for an invoice.
January 12, 2022

Improvements and Updates

  • Redesigned the Settings experience in a full-page view. We made numerous updates to make the various Settings subpages clearer and faster to use on desktop and mobile.
  • Invoices will now show the legal company name you set on the Settings/General page instead of the brand name set on the Settings/Customization page.
  • When you initially add your bank or Stripe account, you can now select your country on a dropdown.
  • Fixed a bug that prevented invoices assigned to companies from showing on the client details page.

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