Hi, I am using the new web app as suggested.
I am missing the option to copy the link of the client portal. I see the option to visit the portal but I need a way to copy the full URL so I can share it similar to what the previous version had.
Hi,
What happens if you click the copy icon?
If I click the copy icon the email address is added to the clipboard…
Not entirely useless but that’s not what I need… the “copy link” functionality was extremely useful, currently the only way to get the full portal URL is by consuming the API.
You’re correct, @david thoughts on adding this?
There is a copy link from the invoice list view and also from the edit invoice page. These are full urls for the client portal.
I believe these will link to a specific invoice, the Flutter app supports linking to the client portal dashboard instead.
Yes indeed, I saw that you could click on the invoice status to get more information including a way to copy the invoice link… that works if you want the direct link to the invoice but I don’t seem to find a way to copy the general portal URL, the one that takes you directly to the portal not in the context of an invoice with the “key_login” thingy.
Imagine the use case of me wanting to share the portal before any invoice, quote or document exists so the person can update their information.
Yes, it opens the portal but since it opens it on the same browser where my current session lives it resolves the URL to xxx (.) invoicing (.) co/client/invoices on the other tab before I have the opportunity to copy the full URL.
I can see their portal but I can’t share the URL.