🚀 What's Launching?
The Customer Portal has been refreshed with major updates to improve usability, efficiency, and design, while maintaining all core functionality.
User Management Enhancements: Clearer location linking, improved navigation, and stricter access control.
Requests Tab Improvements: Real-time badge counts, advanced filtering, and the option to save custom views.
QR Code Sharing: Download a QR code for your portal link to include in marketing materials or email signatures.
Request Button Controls: Administrators can now show or hide the request button for all users or only logged-in users.
Modernized Design: Rebuilt with the latest technology for a cleaner look and smoother experience.
Password Reset & Invite Fixes: Improved reliability, consistent error messaging, and clearer reset screens.
🎉 Benefits
Greater Confidence: Clearer access rules and fixes to login flows mean fewer issues for users and admins.
Time Savings: Automated data carryover, filters, and saved views reduce repetitive work and speed up daily tasks.
Improved Visibility: Real-time updates and flexible controls keep both admins and customers better informed.
Professional Presentation: A modern design and shareable QR codes help reinforce trust and make the portal easier to promote.
Looking ahead, email and text notifications for new requests are planned for a future release to further enhance responsiveness and communication.
🏫 Ready to Learn More?
Check out Customer Portal: Request Management & Conversion Tools for a detailed rundown of the updates and new features.