Client Portal auto-save, enhanced Logics, additional Views filters

Enhanced Client Portal: Auto-Save Now Live for Seamless Progress :

We've updated our Client Portal's "Save for Later" feature for a more seamless experience.
Now, clicking "Save for Later" on any step triggers an automatic save not only for that step, but also for the next steps the end user complete. This means your end user can proceed through the onboarding process without the need to manually save for later at every stage.

This enhancement removes the necessity to repeatedly click "Save for Later," providing a smoother and more efficient journey through the Client Portal.

Read more on the user progress saving here

New Advanced Logic: Address, Classification, and RegEx Capabilities

We're bringing greater control and flexibility within the Client Portal through the introduction of new fields and operators for logic and conditionality:

• Address Logic: Create conditions based on granular address details including street, city, state, postal code, and country.
• Classification Logic: Implement rules and conditions using ISIC, NACE, or NAF codes directly.
• Regular expressions: Use regular expressions to control the format of an input and apply relevant logics at the field or step level

Read more on the custom views here, and on the client portal logics here