Portals Administration

   
Feature Included New Feature
Create/Delete Portals
Custom URL    
Limit Access by IP Address    
Non-English Portals  
Multi-Language Portals    
Cookie Notifications  
Privacy Policy  
SAML 2.0 Compliant SSO
Flex-like Portal Editor
Customizable widget for viewing Reports
Customizable widget for viewing MRFs
Customizable widget for viewing Event Calendars
Customizable Login Page
Custom Pages
Public Websites

User Management

   
Feature Included New Feature
Configurable Portal Management Permissions
Add Portal Users to Portal  
Add Portal User Groups to Portal  
Add Account Users to Portal  
Add Account User Groups to Portal  
Create Portal Users  
Create Portal User Groups  
Add Portal Users to Portal User Groups  
Add Account Users to Portal User Groups  
Portal User Custom Fields

Content Management

   
Feature Included New Feature
Allow/Prevent Specific Users from Publishing to Portal
Allow/Prevent Specific Users from Removing Content from Portal
Search Content
Categorize Content    
Publish Legacy Reports to Portal    
Publish New Reports to Portal  
Publish Dashboards to Portal    
Publish RFPs to Portal    
Publish MRFs to Portal  
Publish Event Calendars to Portal  
Expiring/Auto-removed content    

Emails

   
Feature Included New Feature
Flex-like Email Editor
Customizable Portal Invite Email  
Customizable New Content Email  
Customizable Reset Password Email
Custom Emails    

Portal Guest Side

   
Feature Included New Feature
Page Navigation
Mobile Responsive
Search Reports on Portal
View Reports on Portal  
Submit new Meeting Request  
View past Meeting Requests  
Edit/Copy past Meeting Requests  
Search/Filter past Meeting Requests
View Event Calendars on page
User Profile    
User Provisioning / Allow username requests    
Favorited Content    
Categorized Content    

MRF Configuration

   
Feature Included New Feature
Create/Delete Request Form  
Custom Domains    
Configure Statuses  
Update associated event  
Update associated RFP  
Email Alerts  
Data tags (existing)  
Data tags (more configurability)    
Status-based status visibility  
Role-based status visibility  
Auto-event creation  
Document security settings  
Role-based event access  
Reports  
Audit changes to MRF    
Import Meeting Request Data    
Request API  
non-English Forms  
Multi-Language Forms    
Custom Footer  
Custom Privacy Policy  
Cookie Notification  

MRF Form Builder

   
Feature Included New Feature
Event Standard Fields  
Event Custom Fields  
Requester Standard Fields  
Requester Custom Fields  
RFP Fields  
Questions  
Document Attachment Field  
Consent Questions  
Resource Management Field  
Staff Field    
Meeting Room Requirements Field    
Sleeping Room Requirements Field    
Styling Objects (text, image, separators)  
Required Fields/Questions  
Hidden Fields/Questions  
Sections  
Section Logic - Status Logic  
Section Logic - Event Role Logic  
Section Logic - Visibility Logic    
Pages
Page Logic - Status Logic    
Page Logic - Event Role Logic    
Page Logic - Visibility Logic    
Sub-questions  
5 levels of sub-questions
Link Logic    
Visibility Logic    
In-line Field Validations  
Dynamic Group     
Simple/Quick Budget    
Formulas     
Field Placeholder Text / Default answer    
Custom Form Branding
Custom Fonts    
Version History    

Creating/Editing Requests

   
Feature Included New Feature
Plannerside Request Views  
Submit new MRF via plannerside  
Submit new MRF via weblink    
Allow submissions without login  
Require Login to submit Request  
Require Login from specific IP Address    
Submit new MRF via legacy Request Site    
Submit new MRF via new Portals
Custom Visibility on Portal
Decision Tree    
Edit Request  
Copy Request  
Save Request as draft  
View Requests from Legacy MRF on new Portal  
View/Edit/Copy Requests from new MRFs on new Portals  
Search + Filter previous requests
Available columns on Requests grid
Approvals in Portal