New updates and improvements to Copilot.

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.
January 5, 2022

Company Messaging Channels

If you want to send a message to everyone in a company, instead of just an individual client, you can now create a company-level messaging channel.

Improvements and Updates

  • Fixed a bug that caused logos to render incorrectly on invoice PDFs in some scenarios.
December 29, 2021

Company File Channels

If you want to share files with not just a single client, you can now create a company-level file channel that is visible to all clients that are assigned to the company.

Improvements and Updates

  • Users can now log in to their portal joinportal.com. If an email/password is associated with multiple portals, all of the workspaces are shown.
  • Improved the performance of the CRM page. If you have 100s of clients, scrolling on this page should now be much smoother.
  • Fixed a bug where the billing period didn't show on a downloaded invoice.
  • Fixed a bug where some invoices didn't appear on the client details page.
December 23, 2021

Message Edits

You now now hover over any message you have sent and edit it. This feature builds on last week's release where we added message deletions. Note that this feature is only available to internal users. Clients cannot edit messages they have sent.

Improvements and Fixes

  • You can now assign invoices and subscriptions to companies (instead of just individual clients). When you do this, all clients assigned to the company can view and pay for the invoice.
  • When creating an invoice or subscription from the client details page, the client is now auto-filled.
  • Fixed a bug where files with special characters could not be opened on some browsers.
December 15, 2021

International Billing

Starting today, you can use Portal's Billing module with USD, CAD, AUD, EUR, CHF, and GBP currencies. Note that the currency of your portal is based on the connected account. Also note that these new features are limited to one-off invoicing. A future update will extend multi-currency support to subscriptions (recurring invoices).

Delete messages

Internal users now have the ability to hover over a message and delete it. Client users do not have this same ability.

Improvements and Fixes

  • Global Extensions now show on the internal sidebar. Previously they only showed in the client user experience.
  • Improved how embeds render in the new Knowledge base. They now fill the full width of the page.
  • Fixed a bug that prevented some users on Safari from uploading files.
December 8, 2021

Improvements and Fixes

  • Improved the design of tags on the Knowledge base.
  • Improved the mobile editor view on the Knowledge base.
  • Improved the reordering experiences of articles and tags on the Knowledge base.
  • Improved the custom visibility modal on the Knowledge base.
  • Fixed a bug on the Knowledge base page where users were able to horizontally scroll on mobile devices.
  • Fixed a bug on the Client Details page that caused the Files tab to render twice instead of once.
December 1, 2021

Knowledge Base 2.0

We couldn't be more excited to unveil the next iteration of the Knowledge base. If you want to read the full announcement you can view it here. The main feature additions include:

  • A powerful new editor that supports rich text, images, videos, file attachments, and embeds.
  • Custom visibility rules that let you share content with only a subset of your clients.
  • A beautiful redesign that prioritizes the mobile experience.

Improvements and Updates

  • Updated the sender name in email notifications to the portal name. This will make email notifications more relevant.
  • Improved email deliverability so that fewer email notifications land in spam.
  • Improved the mobile design of some settings pages.


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