Pages

A page is the fundamental building block of the client portal, allowing you to build customized interfaces for client users.

Each page can be configured by incorporating a variety of items such as views, charts, reports, and HTML templates.

Additionally, pages provide advanced configuration options, including banner HTML (to display custom messages or branding) and banner background color (to enhance the visual appeal). You can also access and link items from all available tracks, offering flexibility in displaying relevant information and actions for your clients.

Creating a Page

Navigation

• Open the Admin Interface: Navigate to the Client Portal section.

• Click on the Pages option. This will display all the existing pages in a list format.

• Create or Clone:

  • To create a new page, click on the Create New button.

  • Alternatively, to replicate an existing page, use the Clone option. You can then edit the cloned page as needed.

Page Configuration

• Provide a name and a brief description for your page.

• Banner Background Color:

  • Use the Color Picker to select a background color for the banner.

  • By default, no color is selected.

• Banner Display:

  • The banner appears at the top of the page, just below the top menu bar in the client portal.

  

  • Use the Banner HTML field to add custom content. You can leverage HTML and CSS formatting to style and personalize this content.

  • Default Behavior: If the Banner HTML field is left empty, the page name will be displayed in the banner space by default.

  

Adding Items

• Click Add Item to begin adding elements to the page.

• A new section appears with the heading, Item #.

• Select the Item Type: Choose from the available options:

  The most common items used on a page are

  1. List View (to display a list of objects like ‘All Tickets’ ‘All RMAs’ etc.),

  2. Chart,

  3. Add View (to create new objects like an RMA or Ticket),

  4. Page Lists (for page navigation) and

  5. Generic Template (to display text, instructions and visual elements).

  6. LoginWidget(alternative to TeamTracks standard login page).

Note

When adding a Display View to a page, you are choosing one object to be displayed using the specified display view and you must provide the Object ID. To retrieve the Object ID for any object (such as an address, or RMA), open the desired object in the Agent Interface, click on the down arrow in the top bar, and select the option "Copy ID".

NB: using a display view (tied to an object) is not a typical use case, as the same object will be displayed for every user on that page. Most client configurations do not use display view on client portal pages.

• Select the Track: For track-specific items, use the Track dropdown to choose a track. The dropdown displays all available tracks in the system.

• Choose the Item: From the Select Item dropdown, select the specific item to include on the page.

• Enable Navigation Bar:

  • If the page contains many items requiring scrolling, enabling the In Navigation Bar option is helpful.

  • This feature creates quick navigation links for each item and places them just below the page banner at the top of the page.

• You can add multiple items to a single page.

• Rearrange items using the arrow buttons located at the right end of each section.

• To remove an item, click the X button in the respective section.

Below is a screenshot of a single page within the client portal.