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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.
Client Portal to securely SEND & RECEIVE documents
It would be beneficial for Sub-Accounts to have a client portal that is able to securely Send and Receive documents and files. This can also be another profit center. The idea here would be to include an amount of “base” storage and have an upgrade available for more storage space if needed. The type of service to model could be from one of these websites: https://www.sync.com/cloud-storage-for-financial-advisors/ https://www.filecloud.com/secure-file-sharing-for-accountants/ https://www.onehub.com/ Use Cases: I have accountants and financial advisors that need to get files from their clients. Their clients do not feel comfortable using dropbox, google drive, or onedrive. Types of files are typically: personal documents, bank statements, tax returns, account statements, etc. Other markets that could have a use for this with similar types of files: Attorney, Healthcare, real estate agents, mortgage brokers, title companies, business to business file transfers (larger files), Financial services (CPA, Bookkeeping, Financial Advisors) Based on the sample companies I provided I believe this would be a great addition to the software and potentially an additional profit center for all.
Allow "New User Sign Up" to be turned off in the Client Portal
Our users have noticed that anyone can create an account and get access to the Community home dashboard (with courses, affiliate manager, client portal, etc.) even if they aren't an existing contact in the system. (It used to give an error message like "user does not exist" which can also be used maliciously, but still preferable. It looks like that has changed, maybe with the introduction of the Google OAUTH and now it grants access to ANYONE.) Most Communities are intended for customers/clients only, so we want to hide/turn off the feature that lets strangers create an account and login. Being able to hide that option will prevent malicious use better than an error message or granting access without an invite. For example, if I really wanted new users to be able to sign up for free, I'd use a landing page with an opt-in form that will add the right tags and add them to workflows and then send them to the login page. Having them sign up here gives them access, but nothing else happens in the CRM. Please fix this.
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
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.
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"
Customize Client Portal Home Page
Please allow us to customize the client portal home page to match our brands, colors, and add welcome video. Please allow a custom CSS option.
Webpage/funnel inside client portal
Please allow the ability to have a website or funnel built inside the client portal. This way we could have a customizable dashboard or welcome page where we can have custom field data to present info for a dashboard. An example would be consulting hours bought, used, and remaining. Or a law firm retainer paid,, used, and remaining. Plus the ability to have invoices/receipts for the client to see if they want…plus subscription management if enabled.