CRM Client Portal nt working

Easy access link not working when i send a quote from CRM. T”page not found” when you click the link. How do i fix this?

Hi @valbrunpro,

The Easy access link issue showing “Page Not Found” error is likely due to the Client Portal page not showing properly on your end too.

Please check if you have a Client Portal page set up from Jetpack CRM > Settings > Client Portal. Please see screenshot: https://d.pr/i/t4wtVR

Jetpack CRM automatically creates a Client Portal page with the shortcode when the plugin is installed.

[jetpackcrm_clientportal]

In case you don’t have a Client Portal page created or it has been deleted, please create a new page with that shortcode.

Let us know if that resolves your issue with Client Portal page dashboard and the easy access link.

I deleted it all after I sent the message because nothing wasn’t working. That’s why it’s not showing on my end and not the reason it isn’t working.

The page is created but the dashboard is all I can access. It doesn’t allow me to view quotes or the other tabs when I send them from CRM.

Is the staging site the same as a child theme?

Hi @valbrunpro,

> Is the staging site the same as a child theme?

No, it would be a copy/clone of your live site.

Did you by any chance also submit a support ticket to us? If so, can we continue the discussion there? Thank you!

I submitted the staging information to the secure link you sent me along with username and pass

Should i reinstall CRM?

Hello @valbrunpro,

We have received your messages, so we’ll take it from there via email as there is sensitive data we need to discuss/share and that’s not possible on a public forum.

For now, I recommend not reinstalling CRM unless you have a very fresh backup of your site; we’ll get back to you and check your site shortly, so if you can hold on in there, I suggest not to do anything for now.

Hope that helps! I’m going to mark this thread as solved.