Updates

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The Portal Enterprise Plan

Over the last year, we've increasingly heard from larger organizations that want to use Portal but have specific requirements that require engineering work. Today we're announcing the waitlist for the Portal Enterprise plan. We expect to do our first set of deployments in Q1 2022 and you can join the waitlist on the website. Main features include:

• Access to a deployed engineering team that will work with you to design custom features.
• Custom integrations with your own tools.
• Custom themes that work with the Portal backend.
• Dedicated manager and priority support.
• Enterprise-level compliance.

Improvements and fixes

• Improved the download experience for large files. Large files are now first zipped and then downloaded and have a new animation.
• Fixed a bug that prevented some subscriptions from being cancelled.

The New Checkout Experience

We love improving the design and usability of core features. With this release, we've completely redesigned the checkout experience for your customers. On web, the new full-screen experience is easier on the eyes, requires fewer steps, and better reflects your brand's color scheme. On mobile, the experience was completely redesigned for small screens and makes better use of space.

The new mobile checkout experience.

Instant ACH Payments

With this release, clients can instantly verify their bank account and make ACH payments. To make an ACH payment, clients can select their bank, log in, and are then redirected back to your portal to complete the payment.

To enable instant ACH payments no changes are needed by you as long as ACH payments are enabled on Settings/Billing.

When paying by ACH you are first prompted to select a bank.

Improvements and fixes

• Improved how Extensions load when they have scrolling. Scrolling will now always work.
• Improved the custom fields experience in several ways. Custom fields now load faster, support faster inputs, show better errors, and better handle edge cases like long names.

Improvements and fixes

• Added the ability to search for tags in the CRM.
• Added a rule that prevents adding multiple tags with the same name.
• Added the ability to reorder custom fields on the client details page.
• Added support for existing shortcuts to several new places — Command + A (Select All) on custom fields, Escape (Close) for drop downs, etc.
• Fixed a number of minor UI bugs that happened when quickly creating or interacting with custom fields.

Multi-select Tags

Tags make it easy to keep your clients organized and save you from entering the same text again and again. When you add a tags custom field, you can create one or more options (and color-code them) and then easily select those options on a dropdown. You can update tags on the client details page or directly on the CRM table.

Portal - Introducing Multi-select tags - YouTube

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Portal - Introducing Multi-select tags Assembly Client Portal Software

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Invoice Previews

We understand that making the checkout experience as seamless as possible for your clients is really important. So now when you create an invoice you can toggle a Preview button to see a live preview of what the email notification and invoice will look like for your client.