All updates
Improvement
Client portals: choose the name shown at the top of the portal
Each client access can have its own portal name, shown at the top (“Hello, …”) instead of the client's name. Set it when creating the access, in “Edit” and in the Excel import.
Until now, the client portal always showed the name of the client's record in Finance › Clients. You can now give it another name, for example the name of a residence, without touching the billing record.
What changes
- Settings › Access › Client portals: new “Portal name” field in “New client access” and in “Edit”. Left empty, the portal keeps the client's name.
- The chosen name is shown at the top of the portal (“Hello, …”), in the left bar and in the welcome message. Reports and invoices keep the client's name.
- Excel import: new “Portal name” column, also in the template and the export. For an existing access, an empty cell keeps the current name.
- A person invited by the client from their portal gets the same portal name.