How does the Client Portal Work? The Client Portal adds a front-end portal for your contacts to access key data linked to your CRM. This means...
Extending the Client Portal This articles gives an example of how to create a custom plugin that adds extra tabs to the Portal (and...
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.
Automatically create WordPress users but NOT send them a Welcome Email If you’d like to automatically create a WordPress user for each Jetpack CRM contact that is created, but NOT send...
Styling the Client Portal This guide gives the steps you need to take if you’re looking to customise the styles of the Client Portal....
How to Personalise the Client Portal You are running the Client Portal, but want to find a way to modify the Dashboard message, perhaps give it...
Easy Access Links (for Client Portal) The “Easy Access Links” Client Portal access method lets your clients more easily load your quotes and invoices, without any...
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...