Skip to main content

Add Meeting Date (instead of Next Review Date) in the client portal

We run our annual reviews off the next review date but wouldn’t necessarily want that date shown on the client portal as it’s when we start the work, not necessarily when the meeting would be happening. Adding a new field for meeting date instead on the client portal would be great.

Status: Accepting Feedback

Log in to comment and vote

No comments yet

Be the first to share your thoughts.