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Release 2012.8 – Client Portal, Direct Contracting, and enhanced iframe support

Last week we published Released 2012.8 (previously called 3.0.8), which adds several frequently requested features and usability improvements.

Client Portal

The new Client Portal mimics “Client Access” from Táve 2, by providing a password protected page for your clients that links to all the available pages for them. Unlike Táve 2, this is a completely optional route to book your clients. One of the most useful benefits of using the portal is that you can link to your portal from your own website. It also adds a profile editor so your client can update some of their own contact information. The pros and cons of using the Client Portal are detailed in this Helpdesk article.

With this came a new client overview page, which summarizes your open or future interaction with a contact similar to how the Job Overview works. Here’s an example featuring Karen and my beautiful long haired miniature dachshund, Maya.

Sales Order Receipts

Another client-facing improvement with this week’s release is a new sales order receipt page. The new page includes the payment schedule, with both the payment history and future invoices shown. From here your client can print their order or pay an invoice. I used a demo studio brand that highlights the default client page layout.

New Sales Order and Invoice Printouts

This week’s release includes a completely new printout for sales orders and invoices. The new design is both much more readable and attractive than the old version, which was a holdover from Táve 2.

The line items in the order printout now match the display used throughout the application, including package items and descriptions. Note that we scale the invoice graphic down to fit in 300×150, but uploading an image up to 3 times the size will result in most users seeing a high resolution graphic when printed.

Direct Contracting

If you’ve ever run into the situation where you need to have your client sign a contract, but they’ve already booked your proposal, direct contracting is the solution! Now you can add a contract to a job to be signed at any time separate from proposals.

Just head to the Job’s contract page and select the contract to add. In case your contract uses placeholders, you’ll need to select the contact who will be receiving the contract request as well as which order the contract should reference.

From there send your client the link and they’ll be able to sign the contract any time.

Website Inlining for <IFRAME>

Some of you use Brands as if they were themes in order to embed your contact form on your existing website with an <IFRAME> while still having a full version for booking using another brand. The problem here is that you have to remember to switch the brand after they contact you, and that’s both tedious and error prone. Luckily, that’s a think of the past!

Now, just use the one brand and use a special URL when embedding your contact form (or Client Portal, public questionnaire, etc).  You just use a modified version of your secure URL that includes “-inline” in it, which adds a special class to the <BODY> tag, which means you can customize that look even more using the Brand’s Advanced CSS Editor.

If you’re interested in doing this, the instructions are here on the Helpdesk.

Client Contracts

Visit the Settings section and you’ll see we’ve added a link to the blue Client Access module, called “Track agreements.” Click on the link to create contracts and amendments.

Once you publish a contract for use, you can attach it to a job, mark it as signed, and print it from the job editor’s Financials module.

When the full Client Access system is released in the coming days, your clients will be able to electronically sign their contract online!