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Client Portal
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Client Portal

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Custom Pages in Client Portal
Allow for creation of global pages with custom content as well as client-specific pages where we could individualize content to the specific company or user in the portal.
25
Custom Fields in client Portal
The Ability to use custom fields to display dynamic data inside of the client portal unique to each person logged in. We would love the ability to display details that users have submitted through forms, surveys or assigned custom fields. Also the option for the user to edit specific custom fields as well from inside the client portal.
17
Custom Menu Links in Client Portal
I would like to add in additional apps into the client portal similar to the custom links feature in the backend
16
Customize client portal
Please allow the option to customize the client portal. Turn on or off the affiliate option, maybe we do not have an affiliate plan and want to remove that from our client portal. Also allow custom CSS so we can customize our client portal.
143
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in progress
ADD SERViCES v2 to portal
Why is services v2 always on the back burner with updates? Client portal would be great for services. PROBLEM with the Portal is that the permissions or things that you show are universal for everything. For example, I run a cosmetic tattoo studio and a training center. In my client portal, I don't want my students to see stuff about scheduling, and I don't want my scheduling clients to see stuff about courses. It needs to be reactive to what certain clients need to see. Otherwise, it's really one-dimensional and confuses a lot of people with things they do not ever need to see.
3
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in progress
Being able to send clients tasks, such as upload xyz document. Getting notified they have uploaded it, and viewing what they have uploaded in the portal.
I'm a mortgage broker, and having the ability to have all of my client information within this CRM would be incredibly time-saving. If I were able to request documents through the client portal I've given them, then being able to track what they have uploaded would save me having to do this through other applications. In addition, having an admin interface where I can track all client portals and documents uploaded from each individual. Then being able to easily download the documents they uploaded, so I can send them to lenders for the application.
2
Customize client portal emails
We need to be able to customize emails coming from the client portal to our clients - such as login / sign up emails (invitation). Additionally, when they land on the portal we should be able to edit the text that they see. "here's what's happening on your journey" is totally off base.
0
Custom folder/category organization for Client Portal documents
Currently, files uploaded through the Client Portal document area are tied only to the contact record, with no way to organize them into named categories (e.g., "Specs," "Quotes," "Photos," "Progress Photos"). For service businesses managing multi-phase client projects, a flat file list makes it hard for clients to find what they need without scrolling through everything chronologically. I'd like to see custom-named folders or tags within the Portal document view— even a simple category dropdown on upload would solve this.
0
Client Portal
I would LOVE to have a space within my agency account/sub account to create multiple client portals. I would love the portal to be able to be shared with each individual client and have a customisable dashboard. Like important numbers, how to contact us, links to their Google drive, a chat function and the big one the ability to have a task list that can be assigned to the client. We have to send a lot of drafts to clients and I want to be able to put all of those tasks into a client checklist and set due dates. The client then can go onto the dashboard see what they have to do and then mark them off when it is done. Then an automation to notify the team so that we do not have to chase people for feedback all of the time :) Thank you so much
2
Option to disable subtitles/CC by default for course videos
It would be very helpful to have an option in the Course Builder to disable subtitles/CC by default for all course videos. Currently, subtitles are automatically displayed in the video player, and students need to manually turn them off using the CC button. In some videos, the subtitles cover a significant part of the content, and we also don’t have the option to edit the generated text. It would be great to have a global setting that allows course creators to choose whether subtitles are ON or OFF by default. Thank you!
0
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