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How to activate/deactivate core modules (Quotes, Invoices, etc) from Client Portal

Think of Core Modules as features that ship with the core Jetpack CRM plugin that can be enabled or disabled according to your needs. For example, in your client portal, you may not need the Quotes or Invoices tab. There is an option to disable those modules from your dashboard. Here’s how to do that:

First of all, from your wp-admin dashboard, click Jetpack CRM Settings -> Extensions.

The extensions page that loads will list all available extensions for your Jetpack CRM installation. Please scroll to the bottom of the page and look for under the “Core Modules” section.

You can hover your cursor over any of the modules that you want to activate or deactivate and you will find the button to do so. In the screenshot above, the Invoices module is active. By hovering the cursor over the Invoices module, we see the option to deactivate it.

From the Core Modules section, you can even deactivate the entire Client Portal from your site if you don’t need it. Additionally, you can activate/deactivate other modules, as well as things like Tasks and PDF Engine depending on whether you need these features on your site.

Updated on June 3, 2020

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