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How do I share feedback about the Client Portal?

Learn how to provide feedback on the Client Portal, including reporting bugs and suggesting feature improvements.

Overview

At Investorkit, we are committed to continuously improving the Client Portal to ensure it meets the needs of both our team and our clients. Team members play a vital role in this process by submitting feedback, reporting bugs, and suggesting feature enhancements.

Where to Submit Feedback

To submit feedback and view the Product Roadmap, visit:

Types of Feedback You Can Submit

You can provide feedback in the following areas:

  • Bug Reports – Identify any issues affecting functionality.
  • Feature Requests – Suggest new features or improvements.
  • Enhancement Requests – Recommend refinements to existing features.
  • General Feedback – Share insights on usability and user experience.

How to Submit Feedback

  1. Go to Client Portal – Visit the Portal Feedback page.
  1. Select the Relevant Category – Choose from Bugs, Feature Requests, Enhancements, or General Feedback.
  1. Provide Detailed Information – Include as much detail as possible:
      • A clear description of the issue or suggestion.
      • Steps to reproduce a bug (if applicable).
      • Screenshots or supporting documents, if necessary.
  1. Submit Your Feedback – Click Submit to log your feedback.
  1. Track Updates – Check the Product Roadmap to see the status of feature requests and upcoming changes.

Staying Up to Date

  • Regular updates on feedback, bug fixes, and feature releases will be available via SupaHub.
  • Team meetings and internal communications will highlight key updates and improvements.
  • The Investorkit Internal Wiki will be updated with new feature guides and best practices.

By actively participating in the feedback process, we ensure the Client Portal continues to evolve to better serve our clients and the team.

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Need Help?

Reach out to helpdesk@investorkit.com.au

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