The Customer Portal is an awesome feature that allows your customers to be deeper connected with your company. With the CLIPitc Customer Portal, your clients are set up with their own login credentials to log in to request services, view their balance/history, and even pay their bill!
Be sure to have the latest version of the Customer Portal enabled from your CLIPitc Settings. Click on the Settings gear > Company Info, scroll down to the bottom.
Enable 'Use New Portal'.
Also in the Settings, there's a 'Customer Portal' tab and this where you'd manage what the clients will see when they into their accounts.
