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  4. How to Personalise the Client Portal

How to Personalise the Client Portal

The below snippet is provided as-is as an example, but support for custom code is not something we can provide.

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 plugin example will do that via the dashboard content filter.

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){
    $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.

Updated on September 30, 2022

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