Unified Client Portal Experience

Brings multiple portal accounts under the same email into a single login and dashboard.

What changes for customers

One login for everything previously split across separate accounts; one dashboard; stronger authentication.

A dedicated portal login email

Separate from a contact's main CRM email — changing the CRM email won't affect portal login.

How the transition works

Automatically queued for migration on first dashboard open after the update; finishes in minutes; no disruption to existing access.

An important limitation

Consolidates portal access only — does not merge duplicate CRM contact records.

Reversibility

You can switch back to the previous version at any time.