Skip to main content

Client Portal - email reminders

Currently if a client is invited to register for the portal they get regular reminder emails which is fine but it would better if there was a notification on our adviser side so we can see the client has been reminded and also a way for us to switch off reminders (as it may the case the client has decided not to register in which case constant reminder emails can be an annoyance).

Status: Accepting Feedback

Log in to comment and vote

No comments yet

Be the first to share your thoughts.