Custom domain for the Client Portal

Created: 2019-12-13
Last updated: 2019-12-16

Post view count: 267

If your customers are using the Client Portal, remember that they can see it under your own domain.
So instead of eg. accountname.sugester.com/client/portal/xxxxx you can set the name as crm.mycompany.com/client/portal/yyyyy.

To set your own domain just follow instructions from the article: Sugester on your own domain. When you set your own domain, Client Portal will also change its prefix into the new one.

Remember that this feature is available from the Max plan. We also recommend buying an SSL certificate for your domain (learn more in the article: SSL with your own domain. If you'd like to make client's portal address even 'prettier', then you can change the ending in the URL: crm.yourdomain.pl/client/portal/xxxxxxx. To do so, select a client, unfold More options and type your own ending:


 


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