This version adds a shiny new module: Knowledge Base! (And some other things, too. Read on.) Knowledge Base The knowledge base is a clients-only page—or a collection of pages you can use to share information and resources with your clients. Just like the client dashboard, the knowledge base is a regular WordPress page with some …
Continue reading “Client Power Tools 1.4: Knowledge Base (NEW MODULE)”
This release adds client managers! Now you can assign a client manager to each client. Messages and status update requests now go to the client manager. (The email will be CC’d to the now-optional status update request notification email address, if you have set one.) New client emails will now come from the client manager …
This release adds several user-requested features. (Thanks to Tim Carr, in particular!) In settings, now you can disable the status request button entirely. You can also change the default email notification behavior to include the full message, rather than just a notification, but you can override this default on individual messages. Finally, when you try …
Version 1.1 of Client Power Tools adds client deletion. Now you can delete a client from the client’s profile, under Edit Client. Be careful. Deletion is permanent. There is no undo. When you delete a client, it will delete that client’s WordPress user account as well as any messages associated with the client. This is …
I’m thrilled to release Client Power Tools 1.0.0! It’s been a lot of work but I am proud of it and I am super excited to get it out into the world. I’m confident Client Power Tools is a much-needed, useful tool that makes it super easy to add a client portal to your website. …
