Following up on our eSignatures release 2 weeks ago, today we're excited to announce our next module - Intake Forms. With intake forms, collecting client information becomes quick and streamlined. Check out the 5 minute video to see how it works.
Slack community
We are grateful that so many of you have shared feedback with us - what module to build next, how to make existing modules better, etc.. This morning, we created a Slack group for everyone that wants a more direct line of communication with our team and connect with other tech-forward professionals. We're starting really small - with just 15 invitations going out this week - but we'll increase the size of the group over time.
To join the Portal community Slack group, click here.
Improvements and Fixes
Added the ability to set the role (admin or staff) of a team member at the time of invitation.
Added a send button to the Messaging channel page.
Added an icon on the invoices table that tells you which invoices are generated through subscriptions.
Added a video walkthrough to the tips card (you won't see it if you are fully setup already!).
Redesigned tables with better sizing, animations, action buttons, hover states, and more.
Redesigned tags, toggles, spinners, tooltips, and drop downs.
Switched to an infinite scroll paradigm for tables so that you no longer have to click through pages if you have a lot of rows. Just scroll down and new items appear!
Improved the experience of connecting a custom domain with real-time checks that tell if you setup was successful.
Fixed a bug where client users saw billing settings even when the Billing module is disabled.
