Client Portal
I think in terms of the Client Portal - it would be great if you could add Custom Fields from the contact details within to the Client Portal - so when clients login they can see all their invoices and also details relating to their specific account like passwords, usernames, logins and more - anything that you can currently add in as a Custom Field to Invoices to be added into the Client Portal with a space for us to add in notes for the client to view when they need?
Scott
shared this idea
Hi
We now have the option of displaying custom fields in the client portal. Please click on edit custom field option(contacts module) and enable the display in portal option.
Thank you
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Hi Scott
We now have the option of displaying custom fields in the client portal. Please click on edit custom field option(contacts module) and enable the display in portal option.
Thank you
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Darren Scott
commented
This is a must!!
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Dragan Ivanic
commented
i much agree with additional field, another great feature would be allowing contacts to place their order through portal
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Rogier van den Berg
commented
Adding to the above, we need these fields (opening hours, social media accounts, but also some more) to be available in the client portal for our customers to fill out by themselves.
The client has many fields (URL Facebook, Website, Brand color, opening hours, etc. This can be totally random/arbitrary). We would like to be able to allow our customers to change these values themselves in the client portal.
When the customer wants to edit account details (1), he has access to more fields than title, first name, last name, mobile phone and phone (2).