Client Portal Feature Requests

After viewing a client in Home/ Client management/Client list and then going back, PLEASE let it save the page we were on. In a company with 400+ clients, having to click the next page button 16 times to get back to page 17 when editing every client with the R letter of alphabet clients is KILLING my fingers. Alternatively, let us display all clients in one long scrolling page instead of 20 at a time.

In a company with 400+ clients, being able to see more than 20 on a single page would be nice.

I have different meeting types for different clients. When I have meetings enabled though, clients can see ALL the meeting types I have offered in their client portal. It would be great if I could toggle on or off what meetings were available to different clients.

Currently we have the option to allow clients to view/collaborate on project tasks or not have them view the project status at all. I include a lot of nitty gritty details in my project tasks/sub-tasks that I don't want my client to see. As a result I have to turn task view completely off and it doesn't show any information about the process of the project. It would be nice to allow a client view of completed tasks (with less details) or a graph or pie chart of some kind to at least show the percentage of the project complete. I send weekly project updates but sometimes my clients just want to be able to take a look to get a quick progress report.

Would it be possible to add a communicator tab to the client portal? So the client can find all our emails in the one place and they don’t have to scroll through email threads.

Example: Agreements to Proposals, Meetings to Schedule etc

Some of my add-on services are for a file (for instance, a guide to tailoring resumes with engineered ChatGPT prompts). It would be nice to add that file to the service so I won't have to remember to do so in a project!

A feature to the client portal's request tab that displays the name of the requester. This will help identify who submitted each request, especially when multiple members are using the portal. It would be beneficial for all members to easily see who is responsible for each request.

Add the "View Portal As" link that exists on desktop to the app/mobile experience.

It would be really nice to be able to use tokens, especially the client ones like Client Name, due tasks etc in the text editor that shows up for Custom Pages, in the Welcome Message area and so on.