Changelog: Clients

Client Profiles

• Client records now show detailed contact information, associated sites, and conversation history in a unified view.

Profile layout is more scannable.

Quick actions available from the profile header.

Fixed issue where client email wasn't clickable.

Fixed alignment issues in the profile panel.

Client → Activity Tab — A brand-new Activity tab shows the full history of a client.

Full Page View for Clients — ProVision now supports full-page views for clients. Clicking on the client header opens a full client page in a new ProVision tab with all associated sites, conversations, and contact details.

Added safeguards to prevent client records from using contact details already assigned to Provision users.

Added safeguard against removing the last owner from a client.

Added the ability to get a link to the client portal for a specific client.

Various improvements to the client portal.

Various improvements to the Client Portal.

Client Portal! Give your clients a portal to view their information.