We're thrilled to introduce CP<>Contacts Integration feature for client portal where user can view and manage Communities Groups and Courses offers for there locations

What’s New?

• Add Offers to Contacts Seamlessly :handshake:

• From the Contacts page, you can now assign offers to any contact with ease, improving how you manage deals and promotions without navigating away from the page.

• Group Management Made Easy :busts_in_silhouette:

• Organise your contacts by adding them to groups directly from the Contacts page, whether it’s for targeted campaigns or audience management, simplifying the process.

• Password Management for Users

• Admins can now change passwords for users directly from the Contacts page or send a password reset link. This ensures quick and easy password management, improving the user experience for account recovery and security.

How It Works:

• The user navigates to the "Contacts" section and selects a contact.

• Note: If courses are enabled for a particular location, the "Contacts" page will display the courses section, replacing the Client Portal.

If the Client Portal is enabled for a location, the "Contacts" page will show the Client Portal section, which includes community groups.

• Based on the specific contact, the user is presented with either the Client Portal or Courses options.

• The user can choose from a list of available community groups or course offerings and assign them to the selected contact.

• The "Set Password" and "Send Reset Password Link" options are available for setting or resetting the password.