Set up your CRM Client Portal
Add a front-end portal for your contacts to access key data linked to your CRM via the Client Portal feature....
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- Client Portal
Client Portal
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Extending the Client Portal
Customize your Jetpack CRM Client Portal with your own tabs or content. This guide shows you how to create a... -
How to Hide Fields on the Client Portal
You can follow these steps to hide any contact field from the “Your Details” section of the Client Portal page.... -
Create WordPress Users Without Sending a Welcome Email
Create WordPress accounts for new CRM contacts without confusing them with automatic welcome emails, when they access the Client Portal.... -
Styling the Client Portal
Customize the styles of the Client Portal to align it with your layout and your site goals. You can customize... -
Personalize the Client Portal
Customize your Client Portal’s welcome message and make it more personal for your customers. On this page you can find... -
Easy Access Links for Client Portal
Make it simple for clients to view their invoices and quotes with no login required! Easy Access Links create unique,... -
Troubleshooting Client Portal
Some of the issues encountered in Client Portal: Getting “Page Not Found” error on a Client Portal tab Go to... -
Reset Client Portal passwords for contacts
Client Portal passwords are handled by the core Jetpack CRM plugin rather than the Client Password Manager extension. Check this...
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