Managing Required Updates for Client Portal Mobile Apps
About Required App Updates
You can configure your Client Portal mobile app to require users to install the latest version before they can continue using it. When enabled, users opening an outdated app will be prompted to update it from their device's official app store. This helps ensure all users benefit from the latest security patches, performance improvements, and features.
Enabling Required Updates
To make app updates mandatory for your users, follow these steps in your CRM:
- Navigate to the Sites section.
- Select Client Portal.
- Click on Settings.
- Find the setting labeled Force App Update.
- Toggle the switch to Enable it.
- Enter the latest version number of your app.
- Provide the public download links for the Apple App Store and Google Play Store.
- Click Save to apply the settings.
What Users Experience
Once you enable this feature, the experience for users with an outdated app is straightforward:
- When they open the app, they will see a screen informing them that a new version is required.
- They will be given an option to update, which redirects them to the correct app store page.
- They will not be able to access any features within the app until they complete the update.
- After installing the update, they can open the app and use it normally.
Common Questions
Can users ignore the update and keep using the old app?
No. When required updates are enabled, access to the app is blocked until the user installs the latest version you have specified.
How do I know which version number to enter?
Enter the most recent, publicly available version number of your Client Portal app as it appears in the Apple App Store and Google Play Store listings.
Will this affect users who already have the latest version?
No. Users whose app already matches the version number you entered will not see the update prompt and can use the app without interruption.
When should I use this feature?
It is best used for updates that contain important security fixes or major changes that are necessary for the app to function correctly. For minor improvements, you may choose to leave it disabled so users can update at their convenience.