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Trader Request Portal — Dashboard Enhancements

The Trader Request Portal dashboard has been enhanced to help Sales users find, track, and act on their requests more easily, with the requests view now organised into My Requests and My Tasks tabs, clearer journey information, milestone-based progress, and new sorting and filtering.

Key improvements include:

  • My Requests and My Tasks tabs — the dashboard is organised into two tabs, each with a count badge. My Requests shows the requests a user is associated with; My Tasks shows the journeys where they have an outstanding action to complete.
  • Journey column — each request displays its journey name, so users can tell requests apart at a glance. On the My Tasks tab, the journey name is a clickable link that opens the journey.
  • Navigate to the Entity Profile — selecting a client name opens that client's Entity Profile page.
  • Milestone-based progress — the progress of a request is shown as X/Y Milestones, with a popover listing each milestone and its status for a clearer view of where a submission stands.
  • Sorting and filtering — the dashboard can be sorted, and filtered by client name and by indexed New Request fields, so users can quickly narrow the list.
  • Richer Details tab — administrators can choose which entity information is displayed in the expanded Details tab, using the new Portal Dashboard Details Categories setting on the Trader role.

User Guide Reference: Configuring the Trader Request Portal