Title: crm error
Last modified: September 30, 2022

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# crm error

 *  Resolved [bosing](https://wordpress.org/support/users/bosing/)
 * (@bosing)
 * [3 years, 8 months ago](https://wordpress.org/support/topic/crm-error/)
 * I cannot figure out how to edit the client portal. When i click on login without
   putting my login information, it takes me to wordpress.org login page. Also I
   do not see an option for new customers to register for an account if they want
   to on the client portal page. Also I am noticing, it is not located properly 
   on the page. Could someone give me some help please?
 * The page I need help with: _[[log in](https://login.wordpress.org/?redirect_to=https%3A%2F%2Fwordpress.org%2Fsupport%2Ftopic%2Fcrm-error%2F%3Foutput_format%3Dmd&locale=en_US)
   to see the link]_

Viewing 1 replies (of 1 total)

 *  Plugin Support [Stef (a11n)](https://wordpress.org/support/users/erania-pinnera/)
 * (@erania-pinnera)
 * [3 years, 8 months ago](https://wordpress.org/support/topic/crm-error/#post-16060442)
 * Hi [@bosing](https://wordpress.org/support/users/bosing/),
 * It sounds like you have different issues with Client Portal. I’m going to answer
   your questions one by one as follows 🙂
 * > When i click on login without putting my login information, it takes me to 
   > wordpress.org login page
 * Contacts can only log into the Client Portal if they have a WP Admin user account
   on the site.
 * >  Also I do not see an option for new customers to register for an account if
   > they want to on the client portal page.
 * You have three options for generate a WordPress.com account for your contacts:
 * – Manually create a WP Admin user with the same contact email address
    – When
   viewing a contact, go to the Client Portal tab and click the Generate WordPress
   User button – Enable the Generate WordPress Users for new contacts option in 
   Jetpack CRM Settings > Client Portal
 * If you not want to generate WP Admin users for contacts, they can use [Easy Access Links](https://href.li/?https://kb.jetpackcrm.com/knowledge-base/easy-access-links-for-client-portal/)
   instead. These are special links that allow quotes and invoices to be viewed 
   by contacts without a login. This option is also located in Jetpack CRM Settings
   > Client Portal.
 * You can read more about that here:
 * [https://kb.jetpackcrm.com/knowledge-base/how-does-the-client-portal-work/](https://kb.jetpackcrm.com/knowledge-base/how-does-the-client-portal-work/)
 * ****
 * > Also I am noticing, it is not located properly on the page
 * I checked your Clients page on your site, and it doesn’t look so bad. We have
   guides to help you style and personalise your Client Portal:
 * – [https://kb.jetpackcrm.com/knowledge-base/styling-the-client-portal/](https://kb.jetpackcrm.com/knowledge-base/styling-the-client-portal/)
   –
   [https://kb.jetpackcrm.com/knowledge-base/how-to-edit-portal-tab/](https://kb.jetpackcrm.com/knowledge-base/how-to-edit-portal-tab/)–
   [https://kb.jetpackcrm.com/knowledge-base/adding-tabs-and-content-to-the-client-portal/](https://kb.jetpackcrm.com/knowledge-base/adding-tabs-and-content-to-the-client-portal/)–
   [https://kb.jetpackcrm.com/knowledge-base/how-to-hide-fields-on-client-portal/](https://kb.jetpackcrm.com/knowledge-base/how-to-hide-fields-on-client-portal/)–
   [https://kb.jetpackcrm.com/knowledge-base/how-to-personalise-the-client-portal/](https://kb.jetpackcrm.com/knowledge-base/how-to-personalise-the-client-portal/)
 * ****
    Hope that helps! Please let me know if you have any further questions or
   doubts, and we’re happy to assist you.

Viewing 1 replies (of 1 total)

The topic ‘crm error’ is closed to new replies.

 * ![](https://ps.w.org/zero-bs-crm/assets/icon.svg?rev=2821636)
 * [Jetpack CRM - Clients, Leads, Invoices, Billing, Email Marketing, & Automation](https://wordpress.org/plugins/zero-bs-crm/)
 * [Frequently Asked Questions](https://wordpress.org/plugins/zero-bs-crm/#faq)
 * [Support Threads](https://wordpress.org/support/plugin/zero-bs-crm/)
 * [Active Topics](https://wordpress.org/support/plugin/zero-bs-crm/active/)
 * [Unresolved Topics](https://wordpress.org/support/plugin/zero-bs-crm/unresolved/)
 * [Reviews](https://wordpress.org/support/plugin/zero-bs-crm/reviews/)

 * 1 reply
 * 2 participants
 * Last reply from: [Stef (a11n)](https://wordpress.org/support/users/erania-pinnera/)
 * Last activity: [3 years, 8 months ago](https://wordpress.org/support/topic/crm-error/#post-16060442)
 * Status: resolved