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If there was one question we get asked the most here at Client Portal, it’s some version of “I already have a project management tool, can I still benefit from Client Portal?” The answer is a big YES! In fact, Client Portal was built as an addition to project management tools, not a replacement. Here...
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The hardest part of running a marketing agency is... Clients. Yep, clients. Getting them, working with them, and signing off on the finished project ("juuuust one more thing"). Imagine getting on with your work without dealing with the song-and-dance of project management, keeping clients in the loop, and answering the same questions. One thing that...
Read more If you work with web design clients, you've probably got a rough process you follow for every project. The question is whether your clients can actually see it clearly, or whether it's mostly living in your head and a handful of email threads. This post walks through how to structure a client portal for a...
Read more When people first look at Client Portal, some expect it to be a project management tool. Others expect invoicing, time tracking, or built-in messaging. It's none of those things. And that's not an oversight - it's intentional. The problem with all-in-one platforms There's an appealing simplicity to the idea of one tool that does everything....
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Announcement: If you are currently on version 4.9.0 or 4.9.1 of Client Portal, we need you to manually update the plugin to continue getting updates. More info at the end of this post. We're so excited to have officially released the much anticipated Notifications feature! It's been a long road to get here but we...
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When you consider WordPress for your website, a few things probably go through your mind: The ease of managing content and features the site will have. How WordPress can help deliver that using the design they have in mind. Where the site will be hosted. How security of the site will be implemented and managed....
Read more Christian van ‘t Hof is the marketing manager at accounting firm Contajul Contabilidade and the owner of Brightsol, a web design agency. Christian has been using Client Portal with Contajul since around September 2019. Since Contajul provides everything from accounting, consulting, audits and paralegal services to over 400 businesses, they have a lot of assets...
Read more We've just released a new version of Client Portal with a big new feature: Client uploads! We know that many of you have been waiting for this so we are absolutely thrilled to have it ready. Now you can choose "Client Uploads" in the "Module Type" dropdown... ...and your clients will see an "Add files" link on that module. This is where they can upload their files which you will be able to download either from the backend or frontend of Client Portal.
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Back in version 5.8 I said we were going to build a proper template library inside Client Portal, so you wouldn't have to download a file from our website and import it by hand. It's now been released. From version 5.10+ creating a portal happens on a new screen, with your own templates and a...
Read more Quick one this time. If you let clients register for their own portals, 5.9 adds a small but rather satisfying touch: portals that name themselves using the client's own details. There are also a few fixes underneath, a couple of which are worth knowing about. The new bit: portal titles that fill themselves in Up...
Read more Version 5.8 is mostly about notifications and comments. A few new things, an overhaul of the settings page, and the usual round of smaller fixes underneath. 1) New: Notification for comments on content pages Back in version 5.5, we shipped the ability for clients to leave comments on content pages. Up until now, that's been...
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