Managing Displayed Fields in the Customer Portal

Step-by-Step Instructions

1. 

   This video demonstrates how to manage the displayed fields for each module in the customer portal, allowing you to customise which fields your portal users can see.

2. 

   Navigate to Settings and select Configure Customer Portal.

3. 

   Choose the module you want to edit, such as Quotes or Jobs. You will see two lists: Used Fields and Available Fields.

4. 

   Optionally, click Restore to reset the fields back to the default configuration.

5. 

   To customise, drag fields from the Used list to the Available list to hide them. Drag fields from Available back to Used to display them.

6. 

   Rearrange the field order by dragging fields within the Used list. The new order will be reflected in the portal.

7. 

   Note: The Status field cannot be hidden for any module as it is required. For Jobs specifically, the Due Date field also cannot be hidden.

8. 

   Once arranged, click Save. Then navigate to the portal and hard refresh your browser to see the updated fields.