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 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
  • Other minor bug fixes and enhancements

Known Issues

1. All emails sent from the portal are not including the custom 'Email Domain' stipulated under Firm Settings in the 'From' field.

2. '- The Gap Portal' is appended to the subject line for all emails sent from the portal.

Our dev team have been notified and are working to resolve these issues. All fixes will be released in our next update.

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
 

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