Portal Support

Upvoted Add Magic Link Log In, 2FA, and Enhanced Authentication Security Upvoted Custom invoice branding & design (logo, colors, line items)Upvoted Customizable sidebar & Extensions: rename, re-order, custom icons, open in new tab Upvoted Add column to the client's list to indicate if they're active subscribers Upvoted Avatars with Initials and Random Colors Upvoted Customization of email notification templates Commented on Message schedulingAs well as send notifications of 90 day, 60 day and 30 day reminders of end of service. Under messages and emailed to all involved in the project. This is a MUST please!!! :-)Upvoted Message scheduling Upvoted Able to add custom line items to the invoice Upvoted Reporting: Reviews, team performance, services Upvoted Pass Stripe processing fees / surcharge to clients Commented on Re-use deleted clients/usersFound the fix: Goto clients, filters, then select Include Deleted Users. You can then restore using the 3dots. Awesome!Created Re-use deleted clients/users Created [Merged] Invoice design option Created [Merged] 2FA / MFA Upvoted Ability to create a recurring service with a set number of billing cycles Upvoted Brand folders or profiles Upvoted Client Self-Service Upgrade and Downgrade Upvoted Kanban board for Requests Upvoted Frame.io Integration Upvoted Ability to schedule updates on subscriptions Upvoted See client remaining time Upvoted Mark comments as unread Created Save views Created Custom dashboards & finance/subscription analytics Upvoted Enable 'Internal Upload' & Pre'Fill Options Upvoted Introduce Hard Limits on User Request Submissions Created XERO Intergration Created Better time logging UI Upvoted Public API