It would be great to have my paraplanner or other team members be able to see client conversations automatically so they can be responsive even if I can't be.
Adding team members to conversations automatically
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Upvoters
Status
Accepting Feedback
Board
💡
Feature Request
Tags
Client Portal
Date
About 2 years ago
Author
Kimberley Sare
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Upvoters
Status
Accepting Feedback
Board
💡
Feature Request
Tags
Client Portal
Date
About 2 years ago
Author
Kimberley Sare
Subscribe to request
Get notified by email when there are changes.