Skip to content

TESS Version 19.1

New Features

Client Portal:

  • Added the ability to share properties and cruises on Facebook!

CRM:

  • Added client portal tasks widget to the dashboard
  • Added the ability to share properties and cruises on Facebook!

Bug Fixes and General Improvements

  • Social media login options now available for client portal
  • Address search and autocomplete now available
  • Asta field now appearing in downloads
  • Adding hyperlink in editable text field in email templates had error
  • Adding credit cards is now available with state dropdown
  • Portal permissions were resetting when updating client info from client portal task
  • Clicking on photo in client portal now returns to profile
  • http now redirects to https
  • User export now available
  • Client portal now creating .pdf files correctly
  • Client portal tasks now submitting correctly