New Features

Buyer preview cards

When clicking on a buyer avatar. The client details on the preview card now include a last login date and a tick next to the word "email" on their preview card if they have completed their sign up flow with creating a password and verifying their email.

Added client portal button to buyer preview cards

Staff can now preview the portal as any buyer related to a campaign (via an entity or as the primary buyer). This is the first step toward allowing entity buyers to log in to campaigns, not just the primary buyer.

When a campaign is created without an agent, make it stand out on the kanban

Campaigns created without an agent are now highlighted in yellow and display a "No Agent" warning for easy identification.

Improvements

Complete rebuild of the client portal authentication and page load logic

Comprehensive rework of the client portal's authentication, including centralized and uniform component logic and backend setup. Covers both front-end and back-end changes, including new API endpoints, session management, error handling, and enhanced logic.

Show Complete Date Only for Completed Tasks

The "Complete Date" field now only appears for tasks that are actually completed, keeping task details cleaner.

Loader & Pagination in Documents data-grid

A loading spinner and server-side pagination have been added to the Documents data-grid for a smoother and faster experience.

Fix: Upload Document in Campaign Details Modal UI

The "Property (Optional)" field in the campaign details modal is now consistent in length with other fields.

Small fix to property search page results and assign to campaign from search sheet

The property search grid now displays correctly, and the loading spinner finishes as expected when assigning properties from the search sheet.

Bug Fixes

Reset Password Flow Fails

Resolved an issue where users were unable to reset their passwords due to a consistently failing reset password flow.

Notes Added via Map

Resolved an issue where notes were not correctly displaying after being submitted via the campaign property map.

Missing Leads Kanban data

Fixed an issue where some leads were not appearing in the Leads Kanban view.

Bug: Missing Add Task Modal

Restored the missing "Add Task" modal so users can now create new tasks as expected.

Buyer Unable to Create Password via Campaign Link

Fixed a bug where buyers could not create a password via a campaign link because the email field was grayed out and non-editable.

"Send Email" button

The "Send Email" button now works as intended and provides feedback when clicked.