Editing Partner Portal Refresh (section)

== FAQ ==

=== 1. What has changed in the Partner Portal? ===
The interface and performance have been upgraded to include improved navigation, faster load times, consolidated client info, advanced filtering, and personal views.

=== 2. Is the portal available on all plan levels? ===
Yes, the Partner Portal Refresh is available to all active partners on the **Starter**, **Plus**, **Pro**, and **Enterprise** plans.

=== 3. How do I save a filtered view of clients? ===
After applying filters, click **Save View**, name your view, and it will appear in your personal view list for quick access.

=== 4. Can I filter by billing term or plan type? ===
Yes, the filter function allows for multiple criteria including **billing term**, **plan type**, **contact limits**, and more.

=== 5. Is it possible to export client data? ===
At this time, exporting functionality is not mentioned in this release article. Please reference your portal or contact support for available export options.

=== 6. Can views be shared with other team members? ===
Views saved as **personal views** are specific to a user. Shared view functionality is not currently noted in the refresh documentation.

=== 7. What should I do if filters aren’t returning results? ===
Ensure your filter combinations aren't too restrictive. Begin with broader criteria and refine your search incrementally.