Client Portal – App Permissions (Enable/Disable a child app)

By David Holland

February 14, 2024

We have added an app permission feature to the client portal. Users can now customize their app permissions and change the default page according to their preferences. They can enable or disable app permissions and select the default page. Disabling location permission will hide it for all client portal users. The feature also checks if progress is saved upon exiting. This feature can be accessed in the client portal settings as “App Permissions.”

Sub Account Custom Reports : Improved Date Property Selection

Significant improvement in report email date selection: users can now use widget-level date settings instead of a global

Sub Account Custom Reports : Improved Date Property Selection

Resend Campaigns Just Got Smarter!

Resend management improved: – **New Features**: Pre-configure resends, better visibility as “Waiting,” adjustable duration, and cancellation options. –

Resend Campaigns Just Got Smarter!

Read-only/Announcement Channel and Notification Enhancements for communities

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Read-only/Announcement Channel and Notification Enhancements for communities

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Export Issued Certificates data as CSV

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Export Issued Certificates data as CSV

Prospecting Tool – Share Marketing Audit Reports via Email & SMS within Sub-Accounts 🔍

New Communication feature allows sending audit reports via Email/SMS from Prospecting Tool. Users can select/create contacts, choose templates,

Prospecting Tool – Share Marketing Audit Reports via Email & SMS within Sub-Accounts 🔍

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