Membership data available in site views
Improved
1
Site view filters support Membership Type, Membership Status, and Membership Paused Until, so you can find specific membership groups and billing states.
ProVision
Every Sites change in ProVision, newest first.
Site view filters support Membership Type, Membership Status, and Membership Paused Until, so you can find specific membership groups and billing states.
Site changes, site removal, and subscription pause or unpause actions show confirmations with Undo; copying a payment portal link shows a specific confirmation.
Reach off-screen site tabs with navigation buttons in the narrow conversation side panel.
Keep site tabs accessible when the conversation side panel is narrow.
Clearer site segment indicators in conversation side panels, with distinct residential and commercial icons and segment labels on hover.
Bulk removal of a client from selected sites while retaining client records and conversations.
Redesigned the Site card in the conversation side panel with site details and management actions.
Activity feed visibility for site service-level changes.
Site service-level changes consistently appearing in the activity feed.
Shareable links to specific site and client tabs
More reliable Client Portal results when sites have been deleted
Alta Labs in Site Documentation’s Remote Systems Management options.