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        TABLE OF CONTENTS

        • Unified Portal Link
        • New Internal & External Linking in Client Portals
        • New Design for Steps
        • Streamlined Invitation System
        • Duplicate Pages & Folders
        • Duplicate & Copy Blocks
        • СSS Customization
        • What's Coming Next
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        • What’s New: See Latest FuseBase Updates
        Updates and News

        What’s New: See Latest FuseBase Updates

        • by Kuzma Safonov
        • September 5, 2024
        • 5 Min read
        TABLE OF CONTENTS

        • Unified Portal Link
        • New Internal & External Linking in Client Portals
        • New Design for Steps
        • Streamlined Invitation System
        • Duplicate Pages & Folders
        • Duplicate & Copy Blocks
        • СSS Customization
        • What's Coming Next

        The latest updates were packed with amazing new features and enhancements to make your client portals even more powerful and user-friendly. Let’s dive into the July-August 2024 highlights and get a glimpse of what’s coming next!

        Unified Portal Link

        Are you tired of managing multiple links to invite clients to their personal portals? With FuseBase’s latest updates, we’re excited to introduce the Unified Portal Link, a streamlined solution to simplify client access.

        Now, you can share a single link that automatically directs each client to their respective portal, eliminating the need for multiple, confusing links.

        • One link for all your client portals
        • Clients are directly taken to their specific portal
        • Consolidate access points and simplify communication

        New Internal & External Linking in Client Portals

        Streamline navigation with our new and improved linking feature! Now, you can effortlessly add links to relevant content, whether it’s within your portal or on external resources.

        • Quickly link to any page within your portal with a simple dropdown menu.
        • Help clients find the information they need quickly and easily.
        • Find the exact page you’re looking for by filtering the dropdown list by page name.

        New Design for Steps

        Whether you’re guiding clients through onboarding, streamlining internal SOPs, or creating interactive tutorials, the reworked Steps will elevate your workflow. Enjoy a more polished and professional look of your step-by-step guides.

        • Clearly assign responsibility for each step to team members or clients, ensuring accountability and progress.
        • Set due dates for each step to keep everyone on track and projects moving forward.
        • Track the overall progress of multi-step processes with the new Steps Outliner, providing a bird’s-eye view of completion

        Dive in and create stunning, interactive guides and processes.

        Streamlined Invitation System

        We’ve listened to your feedback and made it easier than ever to manage client portal access directly within the customizer. So, no more back-and-forth between the customizer and the business console. Not only can you invite new clients, but you can also grant portal access to existing members within your workspace.

        • Invite new clients seamlessly
        • Grant access to existing workspace members
        • Remove access with ease

        Need to revoke access? No problem! You can easily remove client access directly from the customizer, ensuring your sensitive information remains secure. Experience the improved onboarding process today!

        💡 Read more posts on this topic:
        • 🔎 What’s New: See May and June FuseBase Updates
        • ✅ 7 Essential Client Portal Features

        Duplicate Pages & Folders

        Now you can duplicate entire pages and folders within your client portals! This feature is designed to save you valuable time and effort, particularly when managing multiple client projects with similar content structures.

        • Replicate entire pages or folders, including all their content, widgets, and settings with a single click
        • Maintain a cohesive look and feel across multiple client portals
        • Combine page/folder duplication with our granular permission settings to tailor access for each client, even within duplicated content

        Focus on delivering value to your clients instead of reinventing the wheel for each project. Try out the new page and folder duplication feature today!

        Duplicate & Copy Blocks

        Here’s another new time-saving feature in FuseBase: the ability to duplicate and copy blocks within your client portals. We know that maintaining a consistent look and feel across all your portals can be challenging, especially when you’re managing multiple clients or projects. But with FuseBase’s new block duplication and copying, it’s now easier than ever to achieve design consistency.

        • Quickly replicate blocks within the same portal with just a few clicks
        • Eliminate the need to recreate designs from scratch
        • Seamlessly copy blocks from one portal to another
        • Reduce the time spent on repetitive design tasks
        • Ensure a consistent brand experience across all your client interactions

        Try it out today and see how much time you can save! Now, you can effortlessly manage and update multiple client portals, maintaining a cohesive look and feel without the hassle.

        СSS Customization

        Now you have the freedom to design and create unique, visually appealing widgets that perfectly match your brand and enhance your client portal experience. Choose from a variety of field types, including text, links, avatars, images, and buttons, to display information in the most effective way.

        • Take control of your portal’s layout and UI
        • Customize fonts, colors, spacing, & every detail
        • Create a seamless brand experience for your clients

        Use custom portal widgets to showcase your team and portfolio or create any other type of content you need, including branded Kanban boards. Try it now and make your content pop!

        What’s Coming Next

        The latest updates have brought a host of fantastic features to enhance your client portal experience. But we’re not stopping there! For example, we’ve already released the first version of powerful automation flows to streamline your processes. In the near future, get ready for automated task lists and new AI features for client portals and internal workspaces.

        Want to stay in the loop? Follow our roadmap to learn what’s coming soon and when you can expect new features!

        Thank you for being a part of the FuseBase community. We’re excited to continue this journey with you and can’t wait to see what you achieve with our platform!

        Author Image

        Kuzma Safonov

        CTO at FuseBase

        Kuzma Safonov, FuseBase's CTO, is the driving force behind our product strategy and technology. He leads the development of tools that help businesses improve client collaboration. In his FuseBase blog articles, he shares insights on industry trends, product updates, and best practices for maximizing client satisfaction.

        Found it useful? Share the article with your community


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