10 September : Control contacts and Invoice Reminder

New Features:

Users can now control which contacts are visible by setting permissions to view all contacts or only the ones they own.

Partner accounts will now see a banner reminder when there are unpaid invoices. Partners can click Pay Now to view and pay all pending invoices for both parent and child accounts in one place.

✅ 1. Control Which Contacts You Can See

What’s new? We’ve added a setting that controls which contacts a user can view.

What this means for you

● Some users can see all contacts.

● Other users can see only the contacts they own (contacts assigned to them).

How it works (Step-by-Step)

1. An Admin goes to Roles & Permissions.

2. They choose a user role.

3. They select one of the options:

○ View all contacts, or

○ View only owned contacts.

1. Users will now see contacts based on this setting.

✅ 2. Invoice Reminder for Partner Accounts

What’s new?

Partners will now see a reminder banner if there are any unpaid invoices.

What you’ll see?

● When you log in as a Partner, a banner appears at the top if payments are pending.

● A “Pay Now” button is shown in the banner.

How to pay (Step-by-Step)

1. Log in to your Partner Account.

2. If there are unpaid invoices, a banner appears at the top.

3. Click “Pay Now”.

4. You’ll be taken to a payment page showing:

○ Child account subscription invoices

○ Parent account subscription invoices Parent account message credit invoices

1. Review the invoices and complete the payment.