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...