How Set Client Portal Theme Colours at the Client level (Not in MEP v2 Yet)

Modified on Thu, 2 Feb, 2023 at 2:45 PM

It is now possible to change the theme colours of the client portal at the client level so each of your portals can show different theme colours

To set the theme colour on each client portal independently please follow the instructions below:

Firstly we need to switch on this new function within the Office Preferences settings.

Browse to Office Preferences and go into the Site tab

Scroll down the page to the 'Theme' section and place a tick in the 'Enable Bespoke Client Form Colour' check box:

Open the client module and browse to the client who's bespoke client form theme you wish to change

Go into the branding tab

Halfway down you will see the new theme colour selector.

Choose the colour that you would like as the portal theme for this client and click save

The selected theme colour will then be displayed in the client portal bespoke form