Intake Forms
Following up on our eSignatures release 2 weeks ago, today we're excited to announce our next module - Intake Forms. With intake forms, collecting client information becomes quick and streamlined. Check out the 5 minute video to see how it works.
Slack community
We are grateful that so many of you have shared feedback with us - what module to build next, how to make existing modules better, etc.. This morning, we created a Slack group for everyone that wants a more direct line of communication with our team and connect with other tech-forward professionals. We're starting really small - with just 15 invitations going out this week - but we'll increase the size of the group over time.
To join the Portal community Slack group, click here.
Improvements and Fixes
- Added the ability to set the role (admin or staff) of a team member at the time of invitation.
- Added a send button to the Messaging channel page.
- Added an icon on the invoices table that tells you which invoices are generated through subscriptions.
- Added a video walkthrough to the tips card (you won't see it if you are fully setup already!).
- Redesigned tables with better sizing, animations, action buttons, hover states, and more.
- Redesigned tags, toggles, spinners, tooltips, and drop downs.
- Switched to an infinite scroll paradigm for tables so that you no longer have to click through pages if you have a lot of rows. Just scroll down and new items appear!
- Improved the experience of connecting a custom domain with real-time checks that tell if you setup was successful.
- Fixed a bug where client users saw billing settings even when the Billing module is disabled.
Improvements and Fixes
- Added a plans page where you can choose between monthly and annual plans and upgrade/downgrade.
- Add a Pay button for clients on open invoices that is much more prominent.
- Redesigned the invoice & subscription creation flows.
- Improved the dragging experience for blocks in the eSignature flow.
- Fixed a bug so that when the Billing module is disabled, clients don't have a payment methods section in Settings anymore.
- Fixed a bug with the sidebar header sections.
- Fixed a bug related to searching in the Knowledge Base module.
eSignatures
Since the beginning, our vision for Portal has been to give your clients one unified place from where they can do business with you. After many months of development, we’re taking a big step in that direction by introducing a secure eSignature solution that is beautifully integrated with the rest of your portal. We recorded a quick video to show you how it works.
Module Management
We’re currently in the midst of the no code movement which is making it easier and easier to customize the tools you use to run your business. With this release, you can now enable and disable modules yourself. As we move forward with eSignatures and dozens of more modules over the next few years, this is an important first step in giving you complete control over how your software looks and feels to your team and clients.
Onboarding Tips card
If you have a portal but are not yet fully setup, we now show you an onboarding tips card with links that bring you directly to the relevant pages. If you dismiss it, it will permanently be removed for you and your team.
Improvements and Fixes
- File channels are now auto-created when you create a new client.
- Simplified the Create Client modal so that the company field is always visible.
- Updated two email notifications so that they work regardless of which modules you have enabled.
- Updated the sidebar so that subsections remain selected if you are on a create page. For example, if you are creating a new invoice, "Invoices" remains selected in the sidebar.
- Updated the user details page so that Files is shown before Invoices.
- Fixed a bug where the user details page sometimes cached the name of a user you previously selected.
Improvements and Fixes
- Redesigned the headers used in the produced and introduced a universal search bar.
- Redesigned the Create pages (invoice create, knowledge base article create, etc.) with breadcrumb navigation so it is easier to navigate back.
- Redesigned the iconography used across the product.
- Redesigned all buttons and dropdowns.
- Fixed a bug that caused in-product file notifications to come in delayed.
Improvements and Fixes
- Added support for sending SVG files in messaging.
- Redesigned the sidebar.
- Redesigned the iconography used across the product.
- Redesigned the success & failure snackbars that are shown in the bottom-right for various actions.
- Various minor design improvements that improve the mobile user experience.
- Updated the permissions for Staff Internal Users so that General Settings and Domain Management Settings are restricted.
- Fixed a bug that incorrectly saved due dates on invoice templates.
- Fixed a bug that prevented file notifications from being shown in the sidebar.
- Fixes a bug that prevented a small number of users from paying invoices with ACH.
Improvements and Fixes
- Fixed a bug on the Module Management page that prevented tooltips from working correctly.
- Added a page that is shown to users when they try to access a page that has already been disabled.
- Added the ability to delete open invoices.
- Fixed various UI bugs that made spacing look bad in text-heavy areas.
- Fixed a bug where an infinite spinner is shown when trying to connect a new custom domain.
- Fixed a bug where the Create button is not shown on the User details page (Invoices tab).
Improvements and Fixes
- Added support for links in messaging.
- Redesigned the module management settings page.
- Fixed a bug that prevented some file notifications from going through.
- Fixed a bug that caused issues with invoices that had due dates 1+ years in the future.
Custom domain management
We've added the ability for customers in our middle tier and Enterprise tier to add and manage their custom domains directly in their settings. Previously this is something we setup manually but now this functionality is available on Settings/Domains.
Real-Time CRM
Similar to recent updates that were made to the Files module, the CRM is now real-time. This means that you never have to refresh to see the latest state. If a new client is created (via direct sign up or by someone on your team), for example, the client user will just pop in at the top of the table.
Improvements and Fixes
- Renamed the Billing module. It was previously called 'Payments' on the sidebar and is now called 'Billing'.
- Renamed the team user management page in Settings from 'Members' to 'Team'.
- Fixed a UI bug that made the User Details page look bad on mobile.
Improvements and Fixes
- Added the ability for internal admin users to delete other internal users.
- Added roles for client users. If many clients are associated with the same organization the Admin and Staff roles can be used to give people on a team the right permissions.
- Improved the clarity of the text in the settings menus.
- Fixed a UI bug on the Files page which led to multiple dividers being shown.
- Fixed a UI bug on the messages dropdown.
- Fixed a bug where deleting a client user logged out some internal users.
- Fixed a bug where new lines didn't appear correctly on Messaging.
Improved Empty States
For internal users and client users, we now show helpful text and illustrations on pages where you have not created any entities yet.
Improved Email Notifications
First, you can now send messages, share files, and create invoices/subscriptions for client users who you have not invited to your portal yet. When you do this, the email notification will prompt them to Activate Account and then redirect them to the relevant page.
Second, when a client user gets an email notification and clicks on a link, we automatically make the experiences as seamless as possible.
- If they are logged in to your portal, we redirect them to their destination directly.
- If they are logged out, we pre-fill their email and ask them to enter their password.
- If they have not been invited yet, we pre-fill their email and ask them to Active Account (which means they have to set their password).
Improvements and Fixes
- Added the ability to drag & drop files into specific folders in the Files module.
- Redesigned the Messages and Files UI.
- Improved the sidebar design (we don't show section headers if you only have one section now)
- Fixed a bug in Messaging Settings that made it unclear who is included in Welcome Messages.
- Fixed a bug that prevented saving changes on the Customization page where you used special characters.
