The following changes were made in the SmartVault Portal:
The Client Dashboard has been updated so that clients can be viewed in List View or the existing V-Card View. (See: Client Dashboard: New Tile Filters & Settings for more information).
The Client List View allows you to export your client contact information in .csv format
You can export client contact information for up to 100 clients at a time this way, depending on the "Page Size" listed in "View Preferences". (See: Change your Default Page Size in the SmartVault Portal for more information).
You can select which columns of client information will be displayed in List View.
Only the contact information for the primary contact on the account is displayed in List View.
List View will be the default client view for all new SmartVault accounts created after the August release.
The Page Size setting within the View Preferences page within the Portal will now save correctly and will allow you to view a maximum of 10, 20, 30, 50, or 100 items per page within the Portal and Dashboard. (See: Change your Default Page Size in the SmartVault Portal for more information).
The language within the default Email Templates has been updated and the emails include a link to a short training video for end clients on how to use the Client Portal when appropriate. (See: Client Portal Guide & Orientation Video for more information).
The Default Email Templates that were updated are: User Activation, Send Link, Client Organizer, Client Organizer Reminder, Tax Return, Tax Return Reminder, Financial Statement, Financial Statement Reminder.