Make the client portal mobile so users can learn, search, engage, and chat on their mobile devices. Most people use their mobile on the go, especially in B2B.
Customise Client Portal
Customise Client Portal Page- you can do colours and background image But we could do with fonts and font colours - i.e. have a client with branding of Yellow - white text on yellow background doesn't work well
Customize Client Portal Menu
It would be great if we could rename the tabs. Be able to change "Opportunities" to "Leads" or "Conversations" to "Chat"
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.
Rename 'Affiliates' in Client Portal
We now have an option to rename affiliates in the CRM but not in the Client Portal. Please also allow us to control the display name for Affiliates 'everywhere' and keep it consistent.
Ability to remove Affiliate from Portal
Many of us do not use the Affiliate program. We need the ability to remove the affiliate link option from the client portal. It also makes no sense to have that option when clients want to setup a community for their own sub account. We cannot use communities or the portal until this is fixed.