Customer CRM, Customer Portal & Public Design Lab
Print Life Software unites Customer Relationship Management (CRM), self-service customer portals (/portal), interactive lead capture via the Public Design Lab (/design-lab/[tena...
Customer CRM, Customer Portal & Public Design Lab
Print Life Software unites Customer Relationship Management (CRM), self-service customer portals (/portal), interactive lead capture via the Public Design Lab (/design-lab/[tenantId]), brand artwork asset libraries, split-billing rosters, and white-label subdomains into a single, cohesive workflow.
1. Feature Scope & UI Navigation
Main Customer Directory (/customers)
To access your customer directory, navigate to Customers (/customers) under the Sales & CRM section in the main left sidebar.
- Header Controls:
+ New Customer: Opens the customer creation dialog to add a single client manually.Bulk Customer Import(Upload Icon): Launches the CSV customer import wizard to upload client lists.- Search Bar: Real-time filtering across company names, contact names, email addresses, and phone numbers.
- Customer Table: Displays company name, primary contact, email, phone, city/state, lifetime spend tally, and quick-action menu (
...).
[!NOTE] Enabling or Disabling the Customer Portal Feature: The customer portal can be activated or deactivated shop-wide under Settings $\rightarrow$ Features tab (
/settings?tab=features). Toggle Customer Portal to ON to allow client portal access and self-service dashboards, or toggle OFF to disable customer logins.
Customer Command Center (/customers/[id])
Manage everything related to a specific client relationship:
- Header Bar:
- Company name, primary contact, account status, and total lifetime spend.
Edit Customer: Update address, billing terms, and contact details.New Quote: Immediately spin up a fresh quote pre-assigned to this customer.
- Core Cards & Panels:
- Portal Authority Card (
PortalAccessCard): Manage client self-service permissions, 1-click magic link dispatch, and live production tracking access for each contact. - Brand Assets & Art Library: Upload and manage high-resolution customer logos (AI, PDF, PNG, SVG), placement tags (Full Front, Left Chest, Back Collar), and brand Pantone/hex swatches.
- Split Billing & Multi-Payer Roster: Toggle Split Billing ON to unlock multi-payer billing rosters on quotes (essential for school boosters, sports clubs, and corporate departments).
- Production Notes: Store reusable account printing instructions (e.g., "Prefers discharge ink", "Deliver to back loading dock") that automatically surface during quote creation.
- Customer Activity Hub: 4-tab history displaying historical quotes, active production jobs, completed invoices, and sponsored fundraising merch stores.
- Portal Authority Card (
Authenticated Customer Portal (/portal)
Clients access a private, passwordless self-service command center:
- Top Header & Navigation:
- Desktop (
> 1024px): Sleek pill navigation bar (Command Center $\rightarrow$ Orders & Ledger $\rightarrow$ Design Lab + Sign Out). - Mobile & Tablet (
< 1024px): Fixed floating bottom app dock with one-touch icons for Dashboard, Orders, and Design Lab.
- Desktop (
- Key Customer Capabilities:
- Quote Approvals: Review itemized garment styles, colorways, size scales, and sign digital quote approvals.
- Artwork Proof Inspection: Review multi-angle mockups, approve colorways, or submit revision requests with specific notes.
- Live Production Stage Tracker: Real-time progress bar tracking orders across 5 production milestones:
- Garments Ordered
- Art Approved
- Printing / Production
- Quality Control
- Ready for Pickup / Shipped
- Invoice Payments: Review open balances and pay securely online via credit card.
- New Project Request: Launch the interactive Design Lab to configure and submit new apparel projects.
Customer Portal Settings (/settings?tab=portal)
Located under Finance & Settings $\rightarrow$ Settings $\rightarrow$ Customer Portal tab, organized into a 4-tab control center:
- Featured Garments Tab (
featured):- Pin top-selling blank garments (e.g., Bella+Canvas 3001, Gildan 5000) to display on the Design Lab homepage before a user searches the catalog.
- Click
Add Favorite Productto search and pin catalog styles, or click the trash icon on any card to unpin.
- Supplier Catalogs & Markup Tab (
suppliers):- Portal Garment Markup Matrix: Select which garment markup matrix prices catalog blanks for portal customers.
- Connected Suppliers: Toggle live wholesale catalog access for connected distributors (SanMar, S&S Activewear, AlphaBroder).
- Decoration Pricing Tab (
matrices):Select All (Default): 1-click button to enable all decoration matrices for the public Design Lab.- Method-Grouped Matrices: Checkboxes to toggle individual price matrices for Screen Printing, DTF, Embroidery, and Single Item.
- Inline Color Book Dropdowns: Assign specific manufacturer Color Books (e.g., Wilflex Standard, Madeira Polyneon, Pantone Solid Coated) to restrict customer swatch selections.
- Portal Behavior & Workflows Tab (
behavior):- Lead Capture Wall: Invert the checkout flow to require name, email, and phone before customizer access.
- Require Upfront Payment: Choose between instant card checkout (Pay & Submit Order) vs. shop review (Submit Project for Review).
- Quote Estimation Disclaimer: Customize the estimate disclaimer copy and toggle the animated mascot callout.
- White-Label Workspace & Custom Subdomain:
- Configure your custom subdomain (e.g.,
yourshop.project-invoice.com) for staff logins, customer portals, and quotes.
- Configure your custom subdomain (e.g.,
2. Capabilities & Operational Boundaries
┌───────────────────────────────────┐
│ Customer Ecosystem │
└─────────────────┬─────────────────┘
│
┌─────────────────────────────────────┼─────────────────────────────────────┐
│ │ │
▼ ▼ ▼
┌───────────────────┐ ┌────────────────────┐ ┌────────────────────┐
│ CRM Command │ │ Passwordless │ │ Public Design Lab │
│ Center │ │ Customer Portal │ │ & Lead Generator │
├───────────────────┤ ├────────────────────┤ ├────────────────────┤
│ • 360 Account Hub │ │ • 1-Click Magic │ │ • 4-Step Customizer│
│ • Split Billing │ │ Link Login │ │ • Mockup Arranger │
│ • Art Library │ │ • Live 5-Stage Job │ │ • Supplier Feeds │
│ • CSV Bulk Import │ │ Production Track │ │ • Color Books │
│ • Production Note │ │ • Proof Approvals │ │ • Mascot Estimate │
│ • Portal Authority│ │ • Online Payments │ │ Disclaimer │
└───────────────────┘ └────────────────────┘ └────────────────────┘
Supported Capabilities
- 100% Passwordless Authentication: Clients authenticate via secure 1-click email magic links. No passwords to remember, reset, or compromise.
- Persistent Sessions: Once verified, the customer's browser retains their secure session across visits unless they explicitly sign out or clear browser cookies.
- Customer 360 Directory: Dynamic lifetime spend calculations, historical quote ledgers, completed invoices, and active fundraising stores.
- Split Billing & Multi-Payer Rosters: Distribute invoice balances across multiple payers (e.g., Athletic Department pays 70%, Booster Club pays 30%).
- CSV Bulk Contact Import: Upload client databases using standard CSV headers with automated row-by-row validation.
- Live 5-Stage Production Tracking: Visual production milestones keeping buyers informed without support calls.
- Artwork Proof Approval Engine: Review high-resolution visual mockups with one-click approvals or timestamped revision change requests.
- Public Design Lab Customizer: Customer-facing online studio with live PromoStandards supplier catalogs, size matrices, multi-location placement, and interactive mascot disclaimers.
- White-Label Subdomains: Unbranded
[subdomain].project-invoice.comworkspaces for staff logins, client portals, and public quote views.
Operational Boundaries
- Custom Apex DNS Records: Portals and workspaces are hosted on
[subdomain].project-invoice.comorprintlifesoftware.com. Pointing third-party custom apex DNS records (e.g.,portal.myshop.com) directly to the portal is not supported. - Unregistered Public Portal Access: Random public visitors cannot log into
/portalwithout an authorized contact profile created by the shop or generated through a Design Lab submission.
3. Step-by-Step Operating Procedures
Workflow 1: Customer Management & CSV Bulk Import
- Navigate to Customers (
/customers) in the sidebar. - Adding an Individual Customer:
- Click
+ New Customer. - Enter company name, primary contact name, email address, phone number, and physical billing/shipping address.
- Click Create Customer.
- Click
- Bulk Importing Customers via CSV:
- In the top action bar of
/customers, clickBulk Customer Import(upload icon). - Prepare a
.csvfile formatted with standard lowercase, snake_case headers in the first row:company_name,first_name,last_name,email,phone,address1,address2,city,state,zip - Select your CSV file. The preview dialog displays detected rows and highlights missing required fields.
- Click Commit Customers to sync all contacts into your directory.
- In the top action bar of
Workflow 2: Authorizing Contacts & Portal Access Control
- Open any customer profile at
/customers/[id]. - Locate the Portal Authority card.
- Review the status badge next to each contact:
- 🟢 Authorized (Green Badge):
- The contact has an active portal profile.
- They can view quotes, invoices, production tracking, and approve art proofs.
- Click
Copy Linkto copy their personalized 1-click login URL to send via SMS or personal email. - Click
...$\rightarrow$ Email 1-Click Link to re-send a fresh magic link email. - Click
...$\rightarrow$ Revoke Portal Access to immediately terminate their access.
- ⚪ Not Invited (Gray Badge):
- The contact is saved in CRM but has not been invited to the portal.
- Click
Send Invite: Studio provisions their account and automatically emails an instant 1-click magic link. - Click
...$\rightarrow$ Copy Direct Link to copy their personalized sign-in URL manually.
- 🟢 Authorized (Green Badge):
Workflow 3: Customer Experience in the Passwordless Portal
- The customer clicks the 1-click magic link in their email or enters their email address at
/portal/login?tenantId=[id]. - The customer clicks the login link in their email and is securely redirected to their dashboard at
/portal. - Customer Command Center:
- Active Quotes & Approvals: The customer clicks any open quote to review garments, colors, and pricing. They can click
Approve Quoteto give digital sign-off. - Artwork Proof Inspection: In the Mockup section, customers inspect artwork placements, verify ink/thread colors, and click
Approve Artworkor submit revision feedback with notes. - Live Production Stage Tracker: When the shop moves the job through production, the customer's portal reflects live milestones (Garments Ordered $\rightarrow$ Art Approved $\rightarrow$ Printing / Production $\rightarrow$ Quality Control $\rightarrow$ Ready for Pickup / Shipped).
- Online Invoicing: Customers review itemized invoice balances and make online payments securely via credit card.
- Mobile Dock: On phones and tablets, customers navigate seamlessly between Dashboard, Orders, and Design Lab using the fixed bottom touch dock.
- Active Quotes & Approvals: The customer clicks any open quote to review garments, colors, and pricing. They can click
Workflow 4: Configuring Customer Portal & Design Lab Settings
- Expand Finance & Settings $\rightarrow$ click Settings (
/settings) $\rightarrow$ select the Customer Portal tab. - Featured Garments Tab:
- Click
Add Favorite Productto pin staple blanks (e.g., Gildan 5000, Bella+Canvas 3001) so they appear prominently on the Design Lab homepage.
- Click
- Supplier Catalogs & Markup Tab:
- Select your Portal Garment Markup Matrix to determine the retail profit margin added to wholesale apparel costs.
- Toggle distributor switches (SanMar, S&S Activewear, AlphaBroder) to control which live inventory feeds customers can browse.
- Decoration Pricing Tab:
- Toggle which decoration techniques are available (Screen Printing, DTF, Embroidery, Single Item).
- In the dropdown selector beside each matrix, assign a specific Color Book (e.g., Wilflex Standard Inks, Madeira Polyneon) to restrict customer color choices to in-stock swatches.
- Portal Behavior & Workflows Tab:
- Lead Capture Wall: Turn ON to require buyers to enter their name, email, and phone before configuring garments, capturing prospective leads upfront.
- Require Upfront Payment:
- Turn OFF (Default - Review Mode): Customers click
Submit Project for Review, creating a quote for shop inspection before payment. - Turn ON (Payment Mode): Estimates are calculated automatically and customers click
Pay & Submit Orderto pay upfront via credit card.
- Turn OFF (Default - Review Mode): Customers click
- Quote Estimation Disclaimer: Toggle the disclaimer callout and customize the copy:
"This quote is an estimate and is subject to review based on graphic complexity, stitch density, quantity adjustments, or garment availability."
Workflow 5: Setting Up White-Label Workspace Subdomains
- In Settings (
/settings) $\rightarrow$ select the Customer Portal tab. - Scroll to the White-Label Workspace & Custom Subdomain card.
- Enter your preferred subdomain slug (e.g.,
untappedmerch$\rightarrow$https://untappedmerch.project-invoice.com). - Click
Save Subdomain. - Your white-label subdomain now serves 3 functions:
- Staff Dashboard Login: Your team logs in at
https://untappedmerch.project-invoice.comwith zero platform branding. - Branded Quotes & Invoices: All quote links and invoice URLs sent to clients automatically use your clean subdomain.
- White-Labeled Customer Portal: Clients access their portal and Design Lab at
https://untappedmerch.project-invoice.com/portal.
- Staff Dashboard Login: Your team logs in at
4. Public Design Lab Customizer Architecture
When visitors access the Public Design Lab (/design-lab/[tenantId] or via your white-label URL):
- Step 1: Catalog & Garment Selection:
- Filter Sidebar: Filter by category pills (T-Shirts, Hoodies, Hats, Long Sleeves), brands (Bella+Canvas, Next Level, Gildan), and suppliers.
- Garment Cards: Displays garment photography, size ranges, and available colors. Clicking a card opens product details with a price estimator.
- Step 2: Garment Specs (Colorways & Sizes):
- Customers choose their colorway and enter piece counts across the size matrix (XS through 5XL).
- Step 3: Decoration Lab:
- Add Locations: Choose placements (Full Front, Left Chest, Back, Sleeves).
- Technique Parameters:
- Screen Printing: Select color counts (1–N) and click
Select Inksto pick from your assigned ink Color Book. - DTF: Select print size presets (Pocket 4×4", Standard 10×12", Oversize 12×16") or enter custom width and height.
- Embroidery: Select stitch count presets (5k, 8k, 15k) and click
Select Thread Colorsto pick from your assigned thread Color Book.
- Screen Printing: Select color counts (1–N) and click
- Interactive Mockup Arranger: Click
Position on Garmentto open the visual canvas. Drag, scale, and rotate artwork onto garment mockups with centerlines and bounding boxes. - Animated Mascot Quote Disclaimer: An animated Print Bot mascot with a comic speech bubble displays your custom estimate disclaimer.
- Step 4: Contact, Logistics & Submission:
- Customer enters contact details, shipping address, or selects in-store pickup.
- Depending on your behavior settings, the button displays
"Submit Project for Review"(review mode) or"Pay & Submit Order"(upfront payment mode).
5. Troubleshooting & Diagnostic Matrix
| Symptom / Question | Root Cause | Exact Remediation Step |
|---|---|---|
| I don't see "Customer Portal" in my sidebar or settings | Customer Portal feature is turned off in settings. | Go to Settings $\rightarrow$ Features tab (/settings?tab=features) $\rightarrow$ toggle Customer Portal to ON. |
| Customer cannot log in to the portal | Contact is not authorized or using an unregistered email. | Open the customer's profile at /customers/[id] $\rightarrow$ locate Portal Authority $\rightarrow$ click Send Invite or Copy Link to send their direct magic link. |
| Customer's magic link expired or failed | Single-use token expired or clicked multiple times. | On /customers/[id] in the Portal Authority card, click ... next to the contact $\rightarrow$ select Email 1-Click Link to dispatch a fresh access token. |
| Bulk CSV import failed or skipped records | Column headers do not match expected snake_case names. | Ensure the first row of your CSV contains exact lowercase headers: company_name, first_name, last_name, email, phone, address1, address2, city, state, zip. |
| How do I revoke a former client's portal access? | Contact left the client company or account was closed. | In /customers/[id] under Portal Authority, click ... next to the contact $\rightarrow$ click Revoke Portal Access. Their account is instantly disconnected. |
Can I connect my own custom domain like portal.myshop.com? | External apex DNS is not supported. | Studio provides a complete White-Label Subdomain ([subdomain].project-invoice.com) in Settings > Customer Portal with zero platform branding. |
| Design Lab allows unrestricted custom colors | Matrix does not have a Color Book assigned. | Go to Settings > Customer Portal $\rightarrow$ Decoration Pricing tab $\rightarrow$ select a manufacturer Color Book (e.g. Wilflex Epic Standard) from the dropdown beside that matrix. |
| Customer cannot submit without entering credit card | Require Upfront Payment is turned on. | In Settings > Customer Portal $\rightarrow$ Portal Behavior & Workflows tab, turn OFF Require Upfront Payment to enable Submit for Review mode. |
6. Frequently Asked Questions & Action Prompts
How do I grant portal access to a customer?
- Open Customers (
/customers) in the sidebar and click on the customer's account. - Locate the Portal Authority card.
- Under the contact's name, click
Send Invite. - An instant 1-click access link will be emailed to your client, and their badge will change to Authorized.
- You can also click
Copy Linkto copy their direct URL and text or email it to them directly.
[How do magic links work?](chat:How do magic links work for customer portal?) • [Show me Customers](chat:Show me the Customers page)
Does my customer need a password to access their portal?
No. The customer portal is 100% passwordless. Customers simply enter their email address to receive an instant 1-click magic link in their inbox. This eliminates forgotten passwords, login lockouts, and client friction. Once logged in, their device retains their session across visits.
[How do I configure the Customer Portal?](chat:How do I configure customer portal settings?)
How do I set up a white-label domain so customers don't see platform branding?
- Expand Finance & Settings in the left sidebar $\rightarrow$ click Settings (
/settings). - Select the Customer Portal tab.
- Under White-Label Workspace & Custom Subdomain, choose your subdomain slug (e.g.,
untappedmerchforuntappedmerch.project-invoice.com) and clickSave Subdomain. - Log out and log back in at
https://yourshop.project-invoice.com. - All staff logins, customer portals, and public quote/invoice URLs will now use your clean white-label domain!
[Show me Customer Portal Settings](chat:Show me Customer Portal Settings)
How do I require customers to enter their contact info before using the Design Lab?
- Go to Settings (
/settings) $\rightarrow$ select the Customer Portal tab. - Click the Portal Behavior & Workflows sub-tab.
- Turn ON the Lead Capture Wall.
- This places a contact gate at the beginning of the Design Lab so prospects must enter their name, email, and phone before browsing garments and customizing artwork.
[Show me Customer Portal Settings](chat:Show me Customer Portal Settings)
Have a question about this feature?
Log into your Print Life dashboard anytime and click the Shop Co-Pilot button. You can ask anything from margin math to work center capacity, and the AI wizard will guide you through step-by-step.