Fidu allows you to personalize the client experience by customizing the navigation menu across your entire portal.
Here's how to do it:
From your portal menu, click on "Account Settings."
Select "Navigation."
From this menu, you will be able to
Reorder Pages: Drag and drop pages to adjust their order in the navigation menu (client view).
Add Pages: Include additional relevant pages you have created in the Systematize menu for your clients.
Hide/Show Pages: Enable or disable pages to control their visibility in the client portal. You can do this for default pages like Dashboard, Library, Messages, Documents or Meetings.
Link to External Websites: Add links to relevant external resources (e.g., court website) that you want to appear on every client portal in your account.
You can also adjust the display names of the default pages within your Navigation.
To do that:
Go to "Terminology" within the Navigation settings.
Edit the displayed names of navigation items to better suit your needs (e.g., rename "Library" to "Tools & Resources").
By customizing your Fidu portal navigation, you can create a fully branded and user-friendly experience that allows your clients access to everything they need.