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Client Portal

  • 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 Client Portal

    You can hide any contact field from the client portal details page which you might like to. This guide explains...
  • Automatically create WordPress users but NOT send them a Welcome Email

    If you’d like to automatically create a WordPress user for each CRM contact as they get added, 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 Make sure...
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