L
Lourens Swart
Adding a client-facing dashboard within the Client Portal would be incredibly valuable for managing personal information and accessing data from custom objects. This feature would allow clients to self-manage their information while also interacting with tailored content relevant to their needs.
Example Use Cases:
Hunting Club:
  • Members can view and update their personal details.
  • Upload and track firearm licenses (e.g., expiration and renewal status).
  • Access competition scores, rankings, and awards.
  • Maintain logs of shooting competitions, hunts, and related activities.
Accounting Firm:
  • Integrate a custom object like "Entity" for business records.
  • Provide visibility into tax deadlines, types, and other critical dates.
  • Host a document repository for financial statements, tax returns, and registration documents.
This feature would enhance user experience, reduce manual updates for admins, and support a wide range of industries with customizable use cases.