PAGES: CPA Dashboard
Dynamic Dashboard w/ Document Download
For this template, you'll want to customize with your own dynamic placeholders from your CRM Custom Fields.
Dynamic Placeholders mean that the same Dashboard can be used for multiple Clients, and depending on which Client is logged into the browser and viewing the Page, the data from that particular Client will be substituted for the appropriate placeholder.
You don't have to make an individual Dashboard or Reporting Page for each Client when you put Dynamic Placeholders to work!
Don't know much about Custom Fields? See CUSTOM FIELDS DOCUMENTATION
Need some help understanding how to work with Templates? See USING TEMPLATES IN SUITEDASH
Screenshot
Step 1
Paste the following code into the HTML/Source of the Announcement
<div class="row feature-section px-2 py-2">
<div class="col-7">
<h2 class="feature-heading" data-type="header">{{clientFirstName}} {{clientLastName}} <span class="text-confidential">Confidential</span></h2>
<p class="lead" data-type="paragraph">Keystone CPAs is proud to offer you a fully secure & private Portal where you can always access the latest information related to your Accounting Services with us. To help keep our Team efficient, we ask that you try to work via this Portal, but if you get frustrated, feel free to call or email :)</p>
</div>
<div class="col-5">
<p><img alt="image" class="card-img" data-type="image" src="https://suitedash.com/wp/templates/pages/securedSSL.png" /></p>
</div>
</div>
<div class="row feature-section px-2 py-2">
<div class="col-12 col-lg-7">
<div class="card mb-3 portalpage-titlecard">
<div class="row no-gutters">
<div class="col-md-4"><a href="/files/shares/2019%20Tax%20Returns"><img alt="image" class="card-img" data-type="image" src="https://suitedash.com/wp/templates/pages/adobePDF.png" /></a></div>
<div class="col-md-8">
<div class="card-body">
<h5 class="card-title" data-type="header">CORPORATE: 2019 Federal Returns</h5>
<p class="card-text" data-type="paragraph">Status is based on the last update date.</p>
<p class="card-text" data-type="paragraph"><span class="portalpage-statustag">STATUS: {{2019CorporateFederalStatus}}</span></p>
<p class="card-text" data-type="paragraph"><small class="text-muted">Last updated: {{TaxPortalLastUpdated}}</small></p>
</div>
</div>
</div>
</div>
<div class="card mb-3">
<div class="row no-gutters">
<div class="col-md-4"><a href="/files/shares/2019%20Tax%20Returns"><img alt="image" class="card-img" data-type="image" src="https://suitedash.com/wp/templates/pages/adobePDF.png" /></a></div>
<div class="col-md-8">
<div class="card-body">
<h5 class="card-title" data-type="header">CORPORATE: 2019 State Returns</h5>
<p class="card-text" data-type="paragraph">Status is based on the last update date.</p>
<p class="card-text" data-type="paragraph"><span class="portalpage-statustag">STATUS: {{CorporateStateStatus}}</span></p>
<p class="card-text" data-type="paragraph"><small class="text-muted">Last updated: {{TaxPortalLastUpdated}}</small></p>
</div>
</div>
</div>
</div>
<div class="card mb-3">
<div class="row no-gutters">
<div class="col-md-4"><a href="/files/shares/2019%20Tax%20Returns"><img alt="image" class="card-img" data-type="image" src="https://suitedash.com/wp/templates/pages/adobePDF.png" /></a></div>
<div class="col-md-8">
<div class="card-body">
<h5 class="card-title" data-type="header">PERSONAL: 2019 Federal Returns</h5>
<p class="card-text" data-type="paragraph">Status is based on the last update date.</p>
<p class="card-text" data-type="paragraph"><span class="portalpage-statustag">STATUS: {{PersonalFederalStatus}}</span></p>
<p class="card-text" data-type="paragraph"><small class="text-muted">Last updated: {{TaxPortalLastUpdated}}</small></p>
</div>
</div>
</div>
</div>
</div>
<div class="col-12 col-lg-5">
<div class="card mb-3 portalpage-titlecard">
<div class="row no-gutters">
<div class="col-md-4"><a href="/files/home" target="_self"><img alt="image" class="card-img" data-type="image" src="https://suitedash.com/wp/templates/pages/clickToUpload.png" /></a></div>
<div class="col-md-8">
<div class="card-body">
<h5 class="card-title" data-type="header">UPLOAD FILES TO US</h5>
<p class="card-text" data-type="paragraph">Easily & securely upload files of any size</p><a class="btn btn-dark btn-deepfocus bg-pure-whitefont-weight-light rounded-4 text-capitalize mb-1" href="/files/home" role="button" target="_self">Upload Files</a>
</div>
</div>
</div>
</div>
<div class="card mb-3 portalpage-titlecard">
<div class="row no-gutters">
<div class="col-md-4"><a href="/message/new" target="_self"><img alt="image" class="card-img" data-type="image" src="https://suitedash.com/wp/templates/pages/clickToMessage.png" /></a></div>
<div class="col-md-8">
<div class="card-body">
<h5 class="card-title" data-type="header">SECURELY MESSAGE US</h5>
<p class="card-text" data-type="paragraph">Much more secure than email</p><a class="btn btn-dark btn-deepfocus bg-pure-whitefont-weight-light rounded-4 text-capitalize mb-1" href="/message/new" role="button" target="_self">Send Secure Message</a>
</div>
</div>
</div>
</div>
</div>
</div>
Step 2
Replace the placeholders with your own, and modify text as needed