Configure Client Portal Settings
There are a few settings you can leverage to configure your Client Portal
Show or Hide the 'Orders' section, and the Submit Order Button
Allow Contacts to Edit Timesheets (Yes or No)
Enable or Disable the New Order Notification
In the video below, we'll show you how to configure all of these options
Show or Hide the 'Orders' section, and the Submit Order Button
Allow Contacts to Edit Timesheets (Yes or No)
Enable or Disable the New Order Notification
In the video below, we'll show you how to configure all of these options
Training Video on Configuring Client Portal Settings
Updated on: 06/06/2024
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