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Email Templates v2: Configurable Email Sender

By default, the email sender on email templates is INFO. Now, this is configurable and can be updated through a service request via Jira. The Requested Change: Update Email Sender Name. Note: Emails sent from Auth0 won't be changed to V2 until Portal Configuration is updated from FenX UI.

Portal Email Template v2: Enhanced Styling and Formatting

Portal Emails now have a v2 Template with enhanced layout and styling, available via Jira service request. This update introduces rich formatting options - bold, italic, underline, line breaks, and paragraph tags - for greater customization and improved readability. Note: Emails sent from Auth0 won't be changed to V2 until Portal Configuration is updated from FenX UI.

Read Only Rich Text Editor

Portal users can now view Rich Text Editor (RTE) content in a read-only format, ensuring they can review information provided by Fenergo users without the ability to edit.

Enforce ID&V

ID&V is now enforced within the Portal, blocking the user from progressing until they complete the necessary verification steps.

Outreach Requests Dashboard

The Outreach Requests Dashboard is designed to allow Portal users to focus only on entities that have open requests. This feature will make it easier for users to take action on pending Outreach tasks.

Outreach Template

This feature introduces a second outreach email template to the Portal Configuration section. Configurators will now be able to select between two distinct email templates when creating an outreach snapshot.

Edit Products

This feature allows Portal users to complete missing product information, edit product details, and delete products within the Portal.