What's New 2025

We continually improve and add new features to the Client Portals to meet your needs. As we make enhancements to the program, we will update this page and the help articles for the affected topics, so you can stay informed and easily learn how to take advantage of these changes.

(May 2025)

We're excited to announce the launch of the Notes Widget—a simple and effective way to jot down ideas, to-do lists, reminders, or important information while staying focused on your tasks.

The Notes widget allows you to create, edit, and organize text notes directly while logged into your Client Portal. 

Locating the Note Widget

The Notes widget is available to all users and is located on the right vertical panel below the Profile avatar.

• Click the Notes widget to expand/collapse the Notes area.
  
  

You can get started by clicking here to view the Online Help article that includes screenshots and step-by-step instructions.