We couldn’t wait to tell you so we’re jumping ahead to introduce a few amazing features to enhance the Client Portal experience in the coming months. Our Product and Engineering groups have been dreaming up ways to enhance your client’s usability of the portal by extending other essential tools in the technology stack.
Are you looking for ways to improve communication during the shipment creation and fulfillment process? Look no further than the Client Portal.
Are user experience and security equally important to your organization and to your clients? We’ve got you covered.
Dive into the various levels of improvements unleashed in version 23.8 and take a deeper plunge into what is coming soon!
With new capability to embed third-party chat widgets into the Client Portal, your team can simplify communication with clients. Do your clients have questions about invoices? Are they looking for help with parcel tracking? Through embedded chat widgets, help is just a few clicks away.
As with many of our features, the chat widget integration can be customized to best support your business operations. When enabled, you can specify what pages within the Client Portal the chat widget appears on. Depending on the level of accessibility you’d like as clients navigate through the ordering and tracking workflow, you can select a single page, multiple pages, or all pages within the Portal to embed the widget.
You can also specify which clients you would like the widget available to. Would you like it only available to high-value clients to improve business relationships and customer satisfaction? Would you like it available to all customers to provide one streamlined channel for all shipment questions for your staff? Would you like to enable it for select clients as a premium, billable service? The choice is yours!
Our Product and Engineering teams researched the most commonly used chat tools when building this integration. In the upcoming 23.10 release, the Client Portal will support the following widgets:
You must have an active subscription with a supported provider to maintain the chat functionality. If you do not see your chat provider on this list, please contact Support for further information.
Single Sign-On (SSO) tools can be a lifesaver in eliminating password fatigue for personal accounts. In the enterprise world, however, the benefits are vast allowing businesses to mitigate security risks and streamline the user experience with little to no IT oversight needed. Your clients with heightened internal security policies, such as hospitals and other healthcare providers, may utilize SSO to maintain structure and consistency across their organization while safeguarding sensitive data.
Coming in 23.9, SSO configuration settings can be enabled in the Operations App to allow enterprise clients to utilize SSO for the Client Portal.
For clients that would like to extend SSO use to the Client Portal, SSO provider information and certificates can be applied within the Operations App’s Maintenance module. Users with SSO applied to their account will now experience a seamless process when their username is authenticated in the Client Portal login screen taking them directly into the portal for use.
Once configured, SSO is a hands-off experience for your team as username and password management for these Client Portal users are managed by the client’s SSO tool. When enabled, this feature allows for the automatic creation of Client Portal users for all SSO users for that particular customer, saving your staff the time of manually setting these up individually. It also automatically restricts login for client employees that may no longer have credentials authenticated through their SSO.
The login experience will remain the same for existing users who do not utilize SSO, allowing them to enter a username and password as usual to enter the portal.
Make the most of your logistics solution by tapping into the latest features and improvements available to you. If you have questions or need assistance with configuring new features in our application suite, our Support Team is standing by. Call us, email us, or submit a ticket on the Support Portal and we’ll be happy to walk you through the process.
While we’re excited about the improvements coming next month, this release is full of improvements and fixes to elevate your software experience. Check out the details of 23.8:
CXT Software is the leading provider of last-mile, route, and on-demand shipment management technology for logistics needs throughout North America.
Explore the power of our solutions for your logistics needs! Schedule a chat at your convenience, and let’s elevate your operations.
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