TimeSolv Version 20250221 Feature Updates & Bug Fixes

Release Date: February 21, 2025

1. Enhancement – Enhancing API Contact Creation with Portal Access Management
   The API for Contact creation has been updated to allow portal access management directly through API calls. Users can now set ‘HasPortalAccess’ and ‘AutomaticPortalAccess’ when creating a contact. If AutomaticPortalAccess is enabled, login credentials are optional, and the contact can access the portal automatically via a generated link. If disabled, a username and password are required for login. The system also ensures compliance with client settings, restricting portal access if the necessary options are unchecked. These enhancements improve flexibility in managing client portal access while maintaining security and user control.
2. Enhancement – Retainer Invoice Payment Link Now Accessible Without Login
   The retainer invoice payment link has been updated to allow users with automatic portal access to make payments without requiring a login. This fix ensures a smoother payment experience for clients, removing unnecessary authentication steps while maintaining secure access.