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.
UPDATE Personal CC Info in Customer Portal
The customer portal needs to have a place for the customer to update their billing information for subscriptions and also new purchases.
Typo in Branding: "Copy Right"
At the bottom of the Branding setup screen it says "Copy Right" when it should be Copyright Also it has the @ symbol when it should ©
Update Billing Info
Please allow our clients to update their billing info on all subscriptions. So every client can have a client portal they can access.
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.
UI Fixes on Client Portal Login Page
Can we have the following UI issues fixed? Move the Logo and Portal Name to the center top / above the login box / or to the top of the portal image pane. Increase the character limit for Portal Name - it's currently 20 and very short. Can't add a meaningful name. Customise the Title and Description of the page for SEO purposes. Mobile view of the login page isn't ordered correctly with the portal image at the bottom, and the copyright business name is kinda truncated. Better to keep web and mobile login pages separate. Align login box descriptive text for email and password to the middle. They're fine on mobile, just the desktop mode needs fixing. The default logo (stars) and portal description need to be deleted when someone begins customising their page. It's interfering with my page and image text (that I removed). Remove the '@' symbol as the © precedes it anyways. Ability to customise the favicon.
Tag Or Contact Created Source : Client Portal
Please add "Contact created / source : client portal" in the workflow triggers, or at least the possibility to add a tag to a contact created from an account creation on the client portal. So at least we can send everyone that created their account there to become affiliates to actually the affiliate manager/campaigns... so far it's either ALL contacts from the system or it's not possible!!!
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.