Client Portal

The Client Portal adds a front-end portal for your contacts to access key data linked to your CRM. This means...

This articles gives an example of how to create a custom plugin that adds extra tabs to the Portal (and...

You can hide any contact field from the client portal details page which you might like to. This guide explains...

If you’d like to automatically create a WordPress user for each CRM contact as they get added, but NOT send...

This guide gives the steps you need to take if you’re looking to customise the styles of the Client Portal....

You are running the Client Portal, but want to find a way to modify the Dashboard message, perhaps give it...

The “Easy Access Links” Client Portal access method lets your clients more easily load your quotes and invoices, without any...

Some of the issues encountered in Client Portal: Getting “Page Not Found” error on a Client Portal tab Make sure...