Jetpack CRM Easy Links Error

  • Resolved angelicalflowers

    (@angelicalflowers)


    3 years, 8 months ago

    Hi!

    When I send a client to an “easy link” quote, it doesn’t direct them to the quote eventhough the link is correct and I could see it through while logged in as Admin. Instead it takes them to a black screen and shows the client nothing. This also happens when the client has credentials to log in to the client portal.

    This error started happening since the latest update. Please help!

    The page I need help with: [log in to see the link]

Viewing 7 replies - 1 through 7 (of 7 total)
  • Jay

    (@bluejay77)

    3 years, 8 months ago

    Hi @angelicalflowers,

    I couldn’t replicate this issue on my end with the latest version of Jetpack CRM (v. 5.3.1).

    Would you double-check if Easy Access Links option has been turned off inadvertently on CRM settings > Client Portal > “Allow Easy Access Links”?

    Also, do you happen to have any other CRM extensions enabled, such as Client Portal Pro?

    Thread Starter angelicalflowers

    (@angelicalflowers)

    3 years, 8 months ago

    Hi,

    Easy Access links has been and is turned on. Client Portal: angelical flowers.com/clients is also taking clients to the same blank screen.

    they are not able to access quotes or invoices. I have not purchased pro in the past. All worked fine before the update.

    • This reply was modified 3 years, 8 months ago by Jan Dembowski.
    Jay

    (@bluejay77)

    3 years, 8 months ago

    Hi @angelicalflowers,

    Based on the link you shared, it seems like it’s not necessarily Easy Access Link issue, but general Client Portal issue.

    Since I’m not able to reproduce this issue on my end, I suspect that there may be something specific to your site that’s causing the issues.

    Would you check the following:

    – Have you checked the troubleshooting steps for the common client portal issues in our knowledgebas guide here? https://kb.jetpackcrm.com/knowledge-base/troubleshooting-client-portal/ If not, please make sure a Client Portal page is set up from Jetpack CRM > Settings > Client Portal. Also, make sure to check your Permalinks settings and we recommend setting it to Post Name.
    – In wp-admin, have you checked your default Client Portal page? Would you double-check that the [jetpackcrm_clientportal] shortcode is placed there?

    The default page should look like this in the editor:

    Make sure that the page is published, not set to private.

    Let us know how it goes!

    Jay

    (@bluejay77)

    3 years, 8 months ago

    Also, would you share what version of CRM you are currently on? I’ve tested on the latest version, CRM v.5.3.1.

    Thread Starter angelicalflowers

    (@angelicalflowers)

    3 years, 8 months ago

    I confirmed all of the above. Everything is correct. I’m on the latest version 5.3.1 as well, which updated automatically and when the issue started.

    If you go to: angelicalflowers.com/clients you will see it’s a black white screen with no client portal. Eventhough the shortcode [jetpackcrm_clientportal] is in there.

    Jay

    (@bluejay77)

    3 years, 8 months ago

    Hi @angelicalflowers,

    I’ve just revisited your Client portal page and it seems to be working now:

    Can you check and see if it works on your end as well? I recommend trying an incognito/private browser to avoid any cache-related issues.

    Plugin Support Stef (a11n)

    (@erania-pinnera)

    3 years, 8 months ago

    Hey @angelicalflowers,

    It’s been one week since this topic was last updated, and your Client Portal seems to be working okay now, which is excellent news.

    I’m going to mark this thread as solved. If you have any further questions or need more help, you’re welcome to open another thread here. Cheers!

Viewing 7 replies - 1 through 7 (of 7 total)

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