Client Portal Customisation
complete
Geoff Mina
complete
Many updates to allow better customization. Full notes here.
https://help.hecticapp.com/en/articles/7034833-winter-23-client-portal-update
Erica Collins
I would also like to add that being able to control the size of the login box would be useful. Right now if I look at the portal screen on an iphone 11, the background is not visible as it would be on a bigger screen. Perhaps, resizing for mobile display so that the login container does not take the entire screen and allows for the margins to be contained. See example picture.
J
JL
Would love the ability to add custom links to the menu to either an external page or to open in an iframe inside the portal. Also would be nice if you could set a specific url on each link per client or project e.g. if you want to link them to a spreadsheet or monday.com board where you are tracking tasks particularly for their project or a dropbox folder where you have their particular deliverables etc.
Dano Qualls
under review