WP-Client v.3.0.x adds a range of useful features to its’ arsenal of client management tools.

NEW FEATURES

New features include, but are not limited to:

• Major architecture change to the way WP-Client components are presented allow the wider use of customer themes to customize the appearance of said components.
• Ability to set a custom currency for estimates & invoices ( Euro, GBP, etc… )
• Added option for customizing and setting Estimate & Invoice numbers
• Ability to show/hide content on HUB and Portal Pages based on Circle affiliation. This exciting addition essentially gives you the ultimate flexibility to create separate HUBs and Portal Pages based on who is logged in, and what Circle they are associated with. There are many creative & powerful ways to use this capability.
• Addition of “Auto-assign” feature that let’s you select a Circle that all clients are automatically assigned to when they are added, either manually or by the self-registration method.
• Added “Expiring Credentials” feature which lets you set an expiration date for your client’s credentials, after which they will lose access to the Client Portal.
• Added the new advanced “Assign to” dialogue to all applicable areas of the plugin.
• Added the ability to include both the file name and file category in the email notification to clients, so they may now know what file was uploaded, and what category it was added to.
• Updates to Import: You can now assign a client’s Circle(s), a client’s expiration date, and even values for you custom created fields. Please see documentation for details.
• Ability to pick from your theme’s page templates on HUB pages & Portal Pages
• Addition of new shortcode/placeholder generator for visual editors
• Addition of new shortcode modifiers to increase flexibility and usefulness to a wide range of customers.
• Additional options to help make WP-Client more flexible and adaptable to a wide range of need.
• Additional options to help improve WP-Client’s adaptability to various themes & server configurations
• Various UI improvements & bug fixes

Thanks, and please contact us with any issues,

The WP-Client Dev Team