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  • How to Set Up the Client Portal Defaults




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Here, you can allow some client Portal features such as:

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  • Allow Clients to Add Contacts and Companies through Requests:  Clients requesting a contract will be able to add a new company/person related to the request if no matches are found.

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Other features include setting the Default Person Category when creating a user, showing or hiding the approval and signature history from the portal, and so on...Image Removed


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You can also set Client Portal Default values and names from this page:

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