Call2Field Help Manual

The Customise Portal settings is located within the system settings section, here you can alter the appearance of the customer portal so that it it looks more unique to you. You can alter the Logo, Company title text and even the Footer content. To access this, click your Username on the top-right and choose System Settings.

When the System Settings Sidebar opens, select Customise Portal

After making any changes be sure to Click the “Save Customisation” button at the bottom of the page.

The company name field is where you can input the name of your business, it is a text field so you cannot put images here.

The title text will be shown at the Top of the Customer Portal screen.

The Home Message is where you can put a general greeting for the customers to view when accessing the portal e.g “welcome”

The footer text is where you can put any links that you want, or if you have any copyrights to place you can put theme here as well

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This is where you can add a logo that will be shown at the login screen, to do this click the “select file” option. from here you can select the image that you want to use and click “open” to save it.

The footer log will be shown at the bottom of the portal page, alongside the footer text. To pick the Footer log you can select the file the same way that you did the “login logo” and apply it that way