Portal welcome page default text and/or links
complete
Joss Leal
Right now, the welcome text for the client portal reads, "Welcome, here is your account snapshot." When there is content to display, this makes sense - it is a snapshot of important tasks the client needs to do (approve a deliverable/task or pay an invoice), but when there is NO activity, the widget with those notifications displays nothing. Can there be a default text, "Nothing to see here. Go here and tell us how to help!" (or something to that effect), linking the client to a form that allows them to begin a request? This is an excellent spot to add links/buttons that encourage the client to begin/continue their journey with their advisor/consultant, etc. While you could just add this to the "welcome" text, a conditional display of text/links options would be nice to have: "If there is no action for client to take, display the following" kinda thing. Maybe this is ambitious, but I think this could enhance the quality of our messaging here without the need to overflood the "welcome" text. Thank you!
Geoff Mina
complete
This is complete with the new Client Portal Custom pages feature. You can create a fully customized home page within the portal.
https://help.hecticapp.com/en/articles/5855647-client-portal-customization
Erica Collins
Hi Joss! You can actually change this on the Pro account by selecting the client portal - customization - update the text under "Home Page Welcome". You are able to add HTML and videos :)