Improvements & Updates
- Updated multiple links in the command bar menu to point to our new help center and video collection.
- Improved the process of connecting a custom domain and made it more seamless and real-time.
- Fixed a bug that prevented some subscriptions from being updated after they already started.
Advanced Subscription Edits
When you edit an active subscription, you can now take 2 additional actions using the right-sidebar. The first lets you prorate changes and the second lets you reset the billing cycle. You can also see a preview of the next invoice, including the amount and date.
Portal University
Over the last 2 months we've been building a collection of video tutorials to help new users get set up and to help advanced users get the most out of the product. We're working on many new videos, but you can see what we have so far here.
Improvements & Updates
- Added the ability to surface invoice numbers directly on the Invoices page. If you don't see them, click on the filter button to show the column.
- Fixed an issue that in some situations caused the same invoice numbers to be used more than once.
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.
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.
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.
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.
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.
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.
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.
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.
