Updates

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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.

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.

User Details View

When you are on the CRM page, you can click on any user and see the User Details page. Here you can see important information on the left, and switch among Messages, Files, and Payments views on the right.

Files Module - Product Notifications

Similar to Messaging notifications, the Files module now shows notifications directly in the sidebar and sorts your channels in order of most recent notification. This makes it easy to know exactly when your clients are adding any new files.

Redesigned Authentication Screens

The Sign, Sign Up, Confirm Email, and Reset Password screens have been redesigned from scratch. They now all show your customizable Auth Image on the right, make use of your logo, load much faster, and work nicely on mobile.

Improvement and Fixes

• Added placeholder images and text on the Landing Page Module so that it doesn't look empty before it is customized.
• Removed 'My Files' as a channel in the Files module. You can still manually access these files if you need them but we found that having 'My Files' was inconsistent with the other channels and mostly caused confusion.
• Improved the performance of new user signups and logins by ~22%.
• Improved the formatting of messages in the Messaging module - especially for bullet points and numbered lists.
• Improved how tags are created in the Knowledge Base module.
• Fixed a bug that prevented some users from creating new invoice templates.
• Redesigned the toggles we use in various places in the product.
• Redesigned the text fields we use in various places in the product.

Real-time Files Module

The Files Module is now real-time. What this means is that if you are logged in and your clients are taking actions (uploading files, renaming files, deleting files, etc.) you will see those changes happen directly without refreshing.

Billing Settings

We've seen many people set up billing customer portals for their businesses. To do that they turn off all modules except Payments and use their portal exclusively to make it easy for clients to pay them and see past invoices. Today's release makes this use case even better and includes "Billing Settings" which lets clients add multiple payment methods and set their primary payment method.

User Permissions

We've significantly improved the experience for customers who have added other internal users to their team. You can now update the role of other internal users on the Settings/Members page. To start, we are supporting 2 roles - Admin and Staff. Admin users can access everything and Staff users cannot see the Payments module.

Mobile Redesign

As more interactions happen on phones we wanted to make sure that all modules work delightfully there. We've updated all pages and redesigned the Files and Messages pages from scratch to support a better experience.

Improvements and Fixes

• Added a badge to user and company icons that make it clear if you're looking at a client user or client company.
• Improved notification emails for the Files module.
• Fixed a bug where new client users who sign up were taken to the wrong page.
• Fixed a bug where you couldn't delete a company.
• Fixed a bug where you couldn't create a new invoice template.

Files - Folder Organization

On the Files page you can now create folders to categorize your docs and stay organized. Folders work exactly as you would expect them to with a simple drag & drop experience.

Files - Sharing Links

On the Files page you've always had the ability to upload docs. But with more and more things living in the cloud, you can now quickly add links to Google docs, Dropbox files, and more.

Payments - Templates

We understand that most of the time you are probably using the same invoice and subscription structure again and again. To save you time, you can now create reusable templates for invoices and subscriptions.

Improvements and Fixes

• Added rules to automatically decide when to show your landing page vs. your portal based on whether the user is logged in or not. Note that this only applies if you have the Landing Page module turned on.
• Added the ability to share files with just an individual (previously you could only share files with their entire organization). Individuals are now shown separately in the Files sidebar and are depicted with the letter "I".
• Added validation to the payment create flows so that you are prevented from entering values that don't make sense.
• Added logic that improves how deleting a client user impacts each of the Modules (for example, they are automatically removed from Messaging channels).
• Redesigned tables - updated how empty cells are represented and how large numbers are displayed.
• Improved the performance of the Files module.
• Improved the email notifications for Files changes.

Early Access Program

Over the last few weeks, we’ve invited some of you to join the Early Access Program. For those of you already part of it, we are very grateful for your support! Your feedback is the reason the product gets better every week. 🙏

New Design

Today we are rolling out the next iteration of the Portal design. The design is bolder, more customizable, and looks even better on mobile.

Payments - Subscriptions

In addition to regular invoicing, we now let you set up subscriptions for your clients. Support is comprehensive and includes multiple payment methods, customizable billing periods, and a fully branded payment experience for your clients.

Improvements and fixes

• Added draft states to the invoice creation flow.
• Added support for in-product sidebar notifications for Messages.
• Added welcome messages for all new client users.
• Added the ability to rename files.
• Redesigned all tables.
• Improved how due dates on invoices are selected.
• Improved input rules so that you can only enter numbers in number fields.
• Improved the experience of previewing images in Messages in full-screen mode.
• Fixed a bug where some downloaded invoices had incorrect file names.
• Fixed a bug where you could click on the 3-dot actions button in a table even if no actions are available.
• Fixed a bug where you couldn’t update the social sharing image for your landing page.