CRMJetty Portal Customer Portal Dashboard

Once the portal user logs into the portal, they will be redirected to that page which is set in the ‘Login Redirection URL’ of the Login Widget of Login page builder.


The details on the dashboard will appear as per the configuration and the Dashboard design layout in the “Page Builder” from the admin portal side. The counter will appear as per the “Counter” widget configuration.


The portal users can see the recent activity details in the tabular format and the details in the column will be displayed as sequences are managed from the “Recent Activity” widget.


If you have selected the redirection page (View All), the portal users will be redirected to the selected page in the “Recent Activity” widget configuration.


By clicking on the specific record, the portal users will be redirected to the detail page as per the selection of the detail page from the widget configuration (Portal Backend).


Portal users will get the analytics in the charts. The charts will appear as per the Charts widget configuration. They will get the widgets as per the configuration under the Page layout of the Page Builder.