*More design control on client portal please*

➡️ Next

Client Portal Suggestions:

  1. Ability to toggle between light and dark mode options.
  2. Ability to change the background of the portal for the client to either a color or an uploaded background image.
  3. Ability to edit the dashboard section, specifically to add widgets below it. This would allow us to integrate data from Google Analytics, social media, and add widgets for an embedded app for quick access or small previews.

These enhancements will improve the dashboard, making it more focused on the client's website and campaign performance, in addition to orders and tickets.

Anonymous

4 months ago

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Perry

I would love to have an optoin to toggle off/on what the client see on their dashboard. For example, toggle off 'proposals'.

0    3 months ago    Reply

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Agencyhandy changed status to ➡️ Next

4 months ago

Agencyhandy

Hello,
Option 1 and 2 will be live by next month.

  1. Currently we have an embed option for outside application within agency handy. You can also control who can see which embed from there.

1    4 months ago    Reply

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Limak

This person specifically mentioned embeds on the dashboard section below the revenue overview, where custom widgets can be added. Of course, we know embeds are available, but they are only found under "Apps and Integrations," not on the "Dashboard." I agree with the poster that having an option on the main dashboard to add custom widgets like embeds would be ideal. For my own business, I could embed Google Analytics, social feeds or other tools for a quick snapshot, rather than only seeing client-related data; like orders and revenue. Currently, the dashboard is not editable at all, and we are stuck with the default display related to orders and revenue, which is disappointing. So, you really didn’t understand what this person actually asked for as a feature.

0    1 week ago    Reply

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