Add Chat Widgets to Client Portal

Add Chat Widgets to Client Portal

Published on: 18/08/2025

Courses and communities involve numerous customer interactions, making them a significant venue for questions. Adding a convenient way to connect with help is key to maintaining customer satisfaction, and what better way than your Chat Widget!

System Updates
Pipeline Specific Insights for General Opportunity Widgets

Pipeline Specific Insights for General Opportunity Widgets

Published on: 13/08/2025

Your dashboard helps you keep track of your business development. However, using that information can be confusing if not properly segmented. So, we’re glad to announce that you can separate insights for Opportunity Widgets into their respective pipeline. Let's give it a look!

System Updates
Instant Dashboard Insights

Instant Dashboard Insights

Published on: 03/06/2025

Building your dashboard can become overwhelming when you need specific widgets. So, to make things easier for you, we’ve added the ability to add widgets directly from their related page. Let’s check it out!

System Updates
Payment Widgets on the Dashboard

Payment Widgets on the Dashboard

Published on: 03/03/2025

Your dashboard gives you a quick overview of your business's health, with a focus on what matters most—your financial performance. The new Payment widgets make it easy to track all money-related activities directly from your dashboard and simplify reporting for future insights.

System Updates

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