August 27

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Client Portal – Subscription Management is now Live!!

By David Holland

August 27, 2024


Introducing Subscription Management feature in client portal, providing users with a centralized view and control over their subscriptions, invoices, and transactions. Users can easily cancel subscriptions, manage invoices, filter data, and access a revamped settings page with improved UI design. Bug fixes include resolving password field limitations and blank screen issues on login.

**Updates:** 1. **New Estimate Status**: Added “Viewed” status for better tracking and communication. 2. **Product Description Import**: Automatically

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Estimates: New filter (Viewed) and Product Descriptions

Dashboard now supports real-time currency conversion for invoices and estimates, consolidating stats into a single currency. Users with

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Realtime Multi Currency Supported Dashboard Stats for Invoices & Estimates

**Multi-Location Online Listing Management** launched; centralizes control for agencies/businesses with multiple locations. **Key Features:** 1. Unified Control: Manage

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Multi-Location Management Within a Single Subaccount 🚀

**TLDR**: Ad Manager now has a Subscription tab for viewing and managing subscriptions, including cancelation for sub-accounts. Users

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Cancel Ad manager subscription for sub-account in UI

**New Features:** – Workflow automation for gamification points: – **Trigger:** User leaderboard level change activates workflow. – **Action:**

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Community leaderboard – Workflow Trigger & Action

**Summary:** New feature allows linking text/date fields in Documents/Contracts to custom values, auto-updating records post-signature. Users can download

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Custom Value linkage: Documents and Contracts

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