Support » Fixing WordPress » Simple Customer Portal

  • Hi,
    So we provide custom market reports to our customers and for that, we are looking for a WordPress plugin that will allow our customers to post custom project order requests via their own private dashboard (portal) on our website.

    Broadly, we are looking to achieve the following with a plugin:
    a) Client registration and automatic redirection to their Dashboard.
    b) Client can create a custom project order request, attach files and engage in private messaging with the Admin.
    c) Client can also pay for the project order.
    d) Notifications via the Dashboard and Emails for both Customers as well as the Admin.

    We’ve narrowed down to Wp-Client and Wpcustomerarea (we have excluded the plugins Client-portal, clinked, suitedash etc as it is quite different from what we are after), but both of these plugin’s interface is a little disjointed for our needs (I mean for our clients). To give an idea of how we need it, imagine a Helpdesk Support System. In this helpdesk system a customer would see a list of all tickets once he logins. Upon clicking any ticket, the details of the ticket can be seen along with any file attachments, messages etc. So, this is the kind of interface we are looking for, as in, instead of tickets, it would actually be custom created project orders by the customer.

    So any ideas on how can we achieve this? Any dedicated plugin or a combination of two three plugins?

    • This topic was modified 2 months, 1 week ago by ahdc.
    • This topic was modified 2 months, 1 week ago by ahdc.
    • This topic was modified 2 months, 1 week ago by ahdc. Reason: simplification and grammar
    • This topic was modified 2 months, 1 week ago by Jan Dembowski. Reason: Moved to Fixing WordPress, this is not a Developing with WordPress topic
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  • I’ve spent a good deal of time looking for a plugin that does much of what you are looking for as I am desiring the same thing. Unfortunately, there is not a single plugin that will do everything you want and is well supported. I would suggest looking into having this custom coded to fit your needs. You might be able to cut corners using a forms plugin like Gravity Forms https://gravityforms.com, Formidable https://formidableforms.com, or WP Forms https://wpforms.com/

    Hope this helps. Once you find a solution you are happy with please tag the thread as resolved.

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