Customize client portal
in progress
A
Alyssa Rispoli
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.
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K
Kevin Jones
Any word on delivery date? Need in a bad way. I want to build a site behind an authentication wall that allows access to the crm, opportunities and custom objects data, so that we can create a real client portal with few limitations.
G
Gabe Legion Schillinger
Would also love the ability to change/translate the names of the apps. For example, we sell digital downloads, templates, etc, and "Courses" really doesn't make sense for our audience.
N
Nerlyn Laurel
Ability to import and use fonts other than Google Fonts
K
KoachNinja CRM for Coaches
Please add the ability to include custom menu links and custom web pages and Tasks and recurring tasks for clients in the portal. This feature provides significant versatility and is effective in every field.
S
Sheldon Mintoft
We need the ability to see and edit users that have created accounts for the client portal! This is basic functionality. Right now we can see a total number, but no details for each user, nor the abitlity to remove/add users.
B
Becca Beng
Being able to add the integrated project management tool separate access for each client will also be amazing for agencies who needs to organize their clients
C
Cathy van Rooyen
Yes, we need more customizability on the client portal and being able to setup our own login page for the client portal instead of using what is already there.
D
Dianna Kelly
We definitely need this ability.
M
Matan Michael
Would LOVE the ability to edit things like the "Learning" section. I am providing the community feature as an internal tool for enterprise clients. They are not charging their staff for courses, so it would be great to hide things like that and just simply allow the option to import courses.
S
Sheldon Mintoft
Need the option for multiple/seperate portals! Our affiliates aren't taking courses and vice versa. This would solve issues for lots of users.
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