Editing Partners (section)

= Partners =

== Partner Portal Refresh ==

Joann N  
Last updated: Yesterday, 4:27 PM  

We're excited to announce a revitalized Partner Portal experience, featuring new navigation and advanced filtering. This update delivers a modernized, unified user interface with enhanced data visibility, saved personal views, and significantly faster loading times, ensuring your team can work more efficiently.

== Key Features ==

=== Updated Navigation ===
A more intuitive and simplified user interface with main navigation on the left, a secondary navigation, and a dedicated billing page for clearer movement between screens.

=== Higher Data Visibility ===
A holistic view of clients with essential data points (CNAME, plan, billing term, grouped/individual limits, cancel date, expiration date, next bill date) consolidated into clear, dedicated columns, eliminating the need to click through multiple screens.

=== Advanced Filtering & Search ===
The ability to apply multiple, granular queries to client lists (e.g., by account status, plan type, billing term, contact limits, next bill date) to quickly pinpoint exact information.

=== Saved Personal Views ===
The option to save filter combinations as "personal views" for one-click access to customized, pre-filtered client lists (e.g., "Upcoming Renewals," "Over-Limit Accounts," "New Trial Sign-ups").

== Benefits ==
* Leverage a more modern, intuitive, and simplified user interface 
* Make navigating within the Partner Portal a breeze, while benefiting from faster loading times, allowing your team to save time and energy while making updates.
* Take a more holistic view of clients 
* Essential data points, and advanced filtering/search that allows your team to quickly pinpoint the information they need. You can also save filter combinations as “personal views” for a simple one-click access to customized client lists.

== Additional Resources ==
* [[Partner Portal - Create and save a personal view]]

== See Also ==
* [https://help.activecampaign.com/hc/en-us/articles/23264755973532-Partners-Partner-Portal-Refresh Original ActiveCampaign Article]
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