If a customer clicks an old portal login link, they no longer hit a frustrating dead end. Instead, the CRM now guides them to a secure email code login so they can get back into their account quickly without needing help from your team.

📌 Why This Matters

Login issues can slow down payments, document signing, appointment follow-ups, and other important customer actions. When someone lands on an expired link and gets stuck, there is a higher chance they give up or contact your business for help. This update makes account access easier, keeps the experience secure, and reduces unnecessary back-and-forth for your staff.

✨ What’s New

• Expired link fallback: When someone opens an expired portal link, they are automatically sent to the one-time passcode verification screen instead of seeing an error.
• Email code sent automatically: A one-time passcode is sent to the customer’s email so they can verify their identity and log in.
• Masked email for privacy: The verification screen shows a masked version of the email address to help protect customer information.
• Less support needed: Customers can recover access on their own without asking your business to send a new login link.

🛠️ How to Use It

1. Step 1: Have your customer click their portal login link as usual.
2. Step 2: If the link has expired, the CRM automatically sends them to the email code verification screen.
3. Step 3: The customer checks their email for the one-time passcode.
4. Step 4: They enter the code and continue into their account.
5. Step 5: Your team does not need to manually reset or resend access in most cases.

💡 Pro Tip

If your customers regularly access invoices, messages, or documents through your portal, make sure they know they can still log in after an expired link so fewer sales and service conversations get delayed.