Updates to The Gap Portal

Here's a summary of what we've released on 30 May 2019

New functionality:

  • The 'Onboarding Services' and 'Service Plans' tabs in the Services and Pricing admin area. Setup will flow through to the new Services Proposal in the Proactive Onboarding bridge
  • The Outbox tab in the Working Files area, allowing firms to check the email delivery status for emails sent from the portal. Users will be automatically notified via email of any failures
  • Cover Page and Back Cover upload feature for all proposals 
  • Terms of Engagement upload feature for the Services Proposal

Enhancements:

  • Payment Terms selection on proposals has been improved
  • Portal videos resize to fit the screen of the device, e.g. a mobile phone
  • 'Save as Draft' button returns the user to the Drafts tab of the Working Files area
  • Other minor bug fixes and enhancements

Known Issues

  1. 'Service Proposals' saved to drafts on 30-31 May aren't displaying services when draft is reopened. This issue is now fixed, however users will need to recreate the proposal from the PO bridge for drafts created on those dates
  2. If a row height exceeds the size of the outputted PDF page, the PDF renders incorrectly. To fix, please avoid adding excessive amounts of text to one row - add a new row below or add a horizontal split to the current row, then move the text via copying / pasting
  3. 'Please fill in the fields marked red' error shows when attempting to complete a proposal when all fields are filled. To fix, please set up your Payment Options in the Admin --> Services & Pricing --> Payment Options tab, then recreate the proposal from the Bridges area
  4. Invalid file names prevent PDFs from opening. Remove characters from document or client name as a temporary fix.

Previous Releases

New functionality:

4 December 2019

  • Ability to rename portal documents during document creation, under the Working Files area, and under the Client Activity tab
  • New help icon in the individual toolbar that includes a portal walkthrough

1 October 2018

  • Text editor toolbar upgrades are in progress: The main toolbar is now fixed to the top of the screen; ability to 'Insert Table'
  • Ability to change your firm logo to a custom logo (per document)
  • Ability to upload documents to the Client Activity area
  • Ability to search documents in the Client Activity area

4 September 2018

  • Tile and grid view options available under Mindset Tools, Training, Marketing and Leadership tabs
  • Search box in Working Files area 
  • Planning for Success is now active under Pricing Matrix

Earlier

  • The Pricing Matrix
  • 14 day free trial
  • Additional currencies
  • Delete a completed proposal from Proposals Open area

Enhancements:

4 December 2018

  • Removed the 6-month document expiry from the Completed tab in your Working Files
  • The ability to delete multiple documents in your Working Files
  • Document names now appear in your browser tab
  • If you archive a contact in XPM, it will now archive in the portal
  • Ongoing text editor improvements

1 October 2018

  • The ‘Send to multiple recipients’ box has been enlarged so it is possible to preview all the email addresses you have added
  • Tile view, instead of list view, is now the default view for the Mindset Tools, Training, Marketing and Leadership tabs

4 September 2018

  • Improvements to the accuracy of the portal Search bar
  • Client documents auto-save every 30 seconds
  • Videos no longer require a password
  • Gap stipulated email attachments can be deleted

Earlier

  • Selecting a payment term and agreeing to the proposal terms are now required fields for electronic acceptance
  • Total price of multi-service proposals now shows under Proposals Open on dashboard 
  • The NZ Specific 'Trust Review' bridge is only accessible by NZ firms
  • View the Working Files Inbox by 'All Documents'
  • Unique expiry dates for goals and actions on dashboard
  • Other minor bug fixes and enhancements
 

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