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HomePortal Dashboard

Portal Dashboard

Here the user will get the portal layout as per the selection in the ‘Layout settings’ and ‘Menu Location’ from the WordPress side.

If the CRM Standalone layout is selected from the WordPress Customer Portal settings, the user will get the CRM layout.

Here the user will get the Dashboard view as per the block configuration and Page settings. Here the Counters and Charts are displayed as per the configuration in the Counters & Charts block.

The WordPress admin can also display the menu Horizontally & Vertically as per the Menu location.

Quickly access any module from the navigation drawer. WordPress admin can set the accessibility to recently added records for portal users. Accordingly, those modules with their recent records will be displayed on the dashboard.

You can also search globally from the portal or can select modules from the drop-down to search from any specific module.

Note: If the WordPress admin has selected the Default (full width) template, the header and footer will be displayed of the Theme.

 

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