In our usual Friday update, the customer portal received new options, making it more convenient to create customers and manage bank accounts.
Customer portal editor interface
- When using Embed Application for customer portal, you can access the application's CSS code editor with one click (for customers experienced in CSS code editing)
Adding customers
- When adding a customer, the default payment term is pre-set to the default payment term value specified in the Invoicing settings
Customer portal menu editor
- Redesigned menu editor for the customer portal
Bank homepage
- From the bank homepage you can access the account management page