New updates and improvements to Copilot.

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.

November 24, 2021

New Files Module Controls

We added two new preferences to the Files Module. These preferences are accessible to internal Admin users on the Settings/Files page.

The first new preference lets you control if clients should be able to add their own files. We've heard from many of you that you want files for clients to be read-only, and that is now possible.

The second new preference lets you lock folder structures. If you want all of your client information to be organized in the same way (i.e. with the same folder hierarchy), you can now do that.

Improvements and Fixes

  • Fixed a bug that prevented client users on mobile from navigating between Extensions.
November 18, 2021

Improvements and Fixes

  • Added an option to Settings/Files that lets you prevent client users from deleting files. By default this setting is disabled.
  • Improved how the Extension page renders to clients. It now takes up the full page width when there is just one connected channel.
  • Updated the Settings/Plans page to clarify differences between the Standard and Pro plans.
  • Fixed a bug that prevented some users from connecting their Stripe account.
November 11, 2021

New Admin Controls

Added an option to the Settings/General page that lets you disable the ability of client users to invite colleagues to their company. Also added an option to Settings/Files that lets you hide the Files page from clients who have no files uploaded. This is useful if you're only using the Files Module for a subset of your clients.

Improvements and fixes

  • Fixed a bug that caused deleted clients to not appear correctly on the Invoices page.
  • Fixed the design of the Messages page when you have no conversations.
  • Improved the design of divider lines on message channels.
  • The 'Refer Portal' settings page is now only visible to customers on paid plans.
November 5, 2021

Improvements And Fixes

  • Added a new page that shows when a user is having Internet connectivity issues.
  • Added the ability for client users to remove their only on-file payment method (as long as it is not being used in an active subscription).
  • Improved the performance of the eSignature request experience. Also fixed an issue where files that were just signed flickered for a few seconds.

Small update this week as we're all focused on the Knowledge Base 2.0 release!


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