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    Which Customer Portal is right for you?
    • 09 Sep 2024
    • 1 Minute to read
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    Which Customer Portal is right for you?

    • PDF

    Article summary

    Aspire's Customer Portal 2.0 represents a significant upgrade, offering modern UI/UX, mobile responsiveness, and streamlined access to proposal and invoice data. Transitioning to this version is a strategic decision to enhance efficiency and user experience. Listed below are the differences between what's currently available in Customer Portal 2.0 and Customer Portal 1.0.

    Important:
    While you can revert to the 1.0 portal, it's not recommended due to potential issues with backward account migration and password changes. Additionally, enabling or disabling the 2.0 portal may take up to an hour for system-wide changes to propagate. During this time, portal visitors may experience a delay in seeing the new UI, but the portal will remain accessible, allowing visitors to continue using the 1.0 portal.

    Feature comparison between Customer Portal 1.0 and 2.0

    Below is a chart for a quick comparison between the beta and GA versions of Customer Portal 2.0 and Customer Portal 1.0:

    Current feature availabilityCustomer Portal 1.0Customer Portal 2.0 (GA)
    Updated design

    Mobile responsive

    Invoices list and PDF view

    CVV view
    Add and update payment methods

    Proposals list and PDF view

    Proposals details view

    Select optional services for proposals✅  (Work orders only)✅ (All opportunities)
    Accept and sign proposals

    Requests1 list and details view

    Create new requests

    Add comments to requests

    Invoices list and PDF view

    Invoices details view

    Modernized dashboard page

    Customizable marketing carousel

    Formerly known as Issues.


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