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 a bit of personalisation like Hi, Mike welcome to your dashboard.

The below code example will do that via the dashboard content filter.

<?php
/*
Plugin Name: Jetpack CRM Portal Filter Plugin
Plugin URI: https://jetpackcrm.com
Description: Jetpack CRM is the simplest CRM for WordPress. Customise the Dashboard welcome message with this plugin.
Version: 1.0
Author: Jetpack CRM
Author URI: https://jetpackcrm.com
Text Domain: zero-bs-crm
*/

add_filter('zbs_portal_dashboard_content', 'zeroBS_custom_portal_dashboard_filter');
function zeroBS_custom_portal_dashboard_filter($dashboard){
    #} simple check if core active
    if(class_exists('Jetpack CRM')){
        $uid = get_current_user_id();
        $uinfo = get_userdata( $uid );
        $cID = zeroBS_getCustomerIDWithEmail($uinfo->user_email);
        if($cID > 0){
            //again if we have a contact returned, get the meta
            $customer_meta = zeroBS_getCustomerMeta($cID);
            $dashboard = "<p>";
                $dashboard .= "Hello " . $customer_meta['fname'] . ", welcome to your Dashboard";
            $dashboard .= "</p>";
            return $dashboard;
        }
        return $dashboard;
    }
}
?>

The above will check whether the core is active, and then only modify the dashboard if we have a contact ID linked to the logged in WP user.