Knowledge base The Knowledge Base is the best way to create content for your clients. You can use it answer common questions, introduce your offerings, and more. Here's how it works: 1. Click on 'Knowledge Base' in the sidebar. 2. Click on 'New Resource'

Files module With the new Files Module, it's easier than ever before to collaborate with clients in a shared folder. Here's how it works: 1. Click on Files in the main sidebar. 2. Select your client in the Files sidebar. 3. That's it -

Improvements and fixes * Updated the base font to Inter UI. * Updated the client sign up flow so that company name is optional. When no company name is entered, we automatically create a company called "firstName lastName's Company" * Added search capabilities to all pages in the product

New sidebar We've redesigned the Sidebar so that information is more accessible for internal users and client users. The My Portal section in the bottom is new and will let you connect an existing marketing page (if you have one) or setup a new one from scratch. The

A new brand & website We have a new color palette, new logo, and an updated marketing page. T website is still pretty barebones right now, but be on the lookout for more updates in the next few weeks. Client user statuses On the Portal CRM, you can now see

Improvements and fixes * Updated the client user invite flow so that accounts can be activated by clicking on a link vs. having to enter a code manually. * All new users now have an icon that consists of the first letter of their first and last name. The icon is replaced

Hello World When Covid started to affect the communities around us and decimated our existing startup, we knew we had to adapt. We were inspired to work on something that helps companies embrace going virtual because for many that will be the only way to survive and for most it