I would love to have the ability to have default settings for the client portal. I’m having to go in for each transaction and click the same boxes each time. I’d love for it to be the same across the board
@Brett Keppler What @Jenna Kelly is missing in this request is having the ability to Default to the Primary Agent. We are servicing multiple agents and having to manually edit the agent that shows at the client portal. It would be nice to be able to program a default option.
Brett Keppler
Team•
Aug 17
@Brandi Carter and @Jenna Kelly - Yes, working on that option now. Will look like this below, and select the Primary Agent at the time of launch.
Jenna Kelly
•
Aug 11
Yes, these would be great add! Thank you so much
Brett Keppler
Team•
Aug 11
Hi @Jenna Kelly - we do currently offer the ability to create a Client Portal template. Go here: https://app.nekst.com/settings/clientportal/new/ and create default settings for each Transaction “Type”. (Settings → Client Portal Setup). Does that solve what you are looking for?
Jenna Kelly
•
Aug 11
So this does offer some of the default capabilities, however, we still have to check the documents each time, and change the branding to the agent each time. Unless I am missing something.
Brett Keppler
Team•
Aug 11
You are right @Jenna Kelly, we don’t have a way to list every document, but we could possibly display every label and let you pre-check those in advance. Then when you add a Template of labels, some will be pre-checked. We do offer a mass-update option in the Documents section and every document upload includes the checkbox to add it to the portal.
As for updating the branding, we can look at setting the branding to the “Primary Agent” by default, instead of the account owner. Obviously this could still be “unchecked”, but it will save you from having to click each time.
Will that work?
Adrian Thomas
•
Aug 13
I like both of these ideas @Brett Keppler & @Jenna Kelly !
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Brandi Carter
Aug 16
@Brett Keppler What @Jenna Kelly is missing in this request is having the ability to Default to the Primary Agent. We are servicing multiple agents and having to manually edit the agent that shows at the client portal. It would be nice to be able to program a default option.
Brett Keppler
Aug 17
@Brandi Carter and @Jenna Kelly - Yes, working on that option now. Will look like this below, and select the Primary Agent at the time of launch.
Jenna Kelly
Aug 11
Yes, these would be great add! Thank you so much
Brett Keppler
Aug 11
Hi @Jenna Kelly - we do currently offer the ability to create a Client Portal template. Go here: https://app.nekst.com/settings/clientportal/new/ and create default settings for each Transaction “Type”. (Settings → Client Portal Setup). Does that solve what you are looking for?
Jenna Kelly
Aug 11
So this does offer some of the default capabilities, however, we still have to check the documents each time, and change the branding to the agent each time. Unless I am missing something.
Brett Keppler
Aug 11
You are right @Jenna Kelly, we don’t have a way to list every document, but we could possibly display every label and let you pre-check those in advance. Then when you add a Template of labels, some will be pre-checked. We do offer a mass-update option in the Documents section and every document upload includes the checkbox to add it to the portal.
As for updating the branding, we can look at setting the branding to the “Primary Agent” by default, instead of the account owner. Obviously this could still be “unchecked”, but it will save you from having to click each time.
Will that work?
Adrian Thomas
Aug 13
I like both of these ideas @Brett Keppler & @Jenna Kelly !