Updates to The Gap Portal
Here's a summary of what we've released on 4 December 2018
New functionality:
- 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
Enhancements:
- Removed the 6-month document expiry from the Completed tab of your Working Files area
- 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
- Other minor bug fixes and enhancements
Known Issues
There are no known portal issues.
Previous Releases
New functionality:
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:
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