Managing Displayed Fields in the Customer Portal

Step-by-step instructions

1. 
   Step 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. 
   Step 2

   Navigate to Settings and select Configure Customer Portal.

3. 
   Step 3

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

4. 
   Step 4

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

5. 
   Step 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. 
   Step 6

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

7. 
   Step 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. 
   Step 8

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