Add tokens to external link in Client Portal
A
Aishling
I'd love to see this feature implemented!
Here's a specific use case that would benefit:
Current limitation:
I store client-specific external links in custom fields (Notion dashboards, Slack channels, Google Drive folders, etc.). These tokens work perfectly in onboarding emails, but when I try to use them in Client Portal external links, they don't parse - the portal just treats them as literal strings.
For example:
• I enter: {{Opportunity.Custom.SlackChannel}}
• Portal tries to open: https://clients.domain.com/%7B%7BOpportunity.Custom.SlackChannel%7D%7D
• Result: 404 error
What I'm trying to accomplish:
Create dynamic client portal navigation where each client automatically sees links to their specific external resources, without having to manually configure portal links for every single client.
Why this matters:
Eliminates repetitive manual work
Reduces human error
Creates consistent experience between emails and portal
Saves significant time during client onboarding
Being able to use these same tokens in the Client Portal external links would be a huge workflow improvement!
E
Ebbie
This will be a good feature to have