Client Portal - Updates

January 18, 2024•2 min read

Enhancements -
Optional Password and Set Password:
Set your own password: You now have the choice to set a password—it's optional, providing you the freedom
Easy Setup:
For those setting a password for the first time, we've added a simple flow to make the process a breeze.
Reset Password Issue:
Fixed and Functional
: We've tackled the pesky issue some users were facing with password resets. Now, the password reset flow works like a charm.
Multiple User Screen Enhancement:
Last Logged-In User on Top:
Find the user who was last logged in at the top, making it easier to pick up where you left off.
Personal Touch:
Avatars and Full Names have been added to the multiple user display, making it look more friendly and personal.
Google Sign On Support:
Sign Up with Google: Now, you can sign in and sign up effortlessly using your Google account. It's quick and convenient.
Login Fixes
Smart Sign-Ups:
New sign-ups won't create new contacts; they'll use existing ones to avoid clutter.
No More Duplicates:
Email invites for communities won't create extra contacts. We've put a stop to that.
Ongoing Fix:
We're aware of user creation triggers from workflows and smart lists causing duplicate contacts. Don't worry; we're working on fixing that soon.
Firebase Integration with Common Components:
More Possibilities:
We've integrated with Firebase, opening up opportunities to integrate notifications into other apps and offering a smoother mobile native profile experience.
Bug Fixes:
Client Portal Logo Fix:
The default logo no longer disrupts the Sign-Up screen appearance, and it will only be visible on the Login screen after upload.
404 Error:
Non-logged-in users will now be seamlessly redirected to the login page or respective child apps, addressing the previous issue of being stuck on /404.
Syncing Contacts Name & Client Portal Name:
Previously, changes made to the username in the client portal were not being reflected in contacts. This has now been resolved