Client Portal v1.4.1 Release Notes
about 1 month ago by Danny Barreto
Release Date: January 23, 2025
This release includes enhancements to the Latitude Client Portal user experience, focusing on providing more improved UX on common portal actions like copying and pasting and more ways for client portal users to self serve and collaborate:
- Notes / Comments
- Users can add multiple notes to a payout's detail page to help with communication across team members and maintain a record of support work that has been done on the payout
- Copy and Paste Actions
- Easily copy and paste names and confirmation numbers from listing pages
- Settlement Amount / Date on List View
- Settlement amount and date will now be displayed on payouts listing view and be included in csv exports
- Hide Deactivated Users
- User list will now hide any users that are deactivated to make it easier to see who is still active
- Resend Invite Email
- Resend email invites for client portal users who are unable to find the original invite that was sent
- Resource Center Link
- Users can now easily access RR resources / documentation from anywhere in the portal