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).

Area of the system
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Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Client Portal

Date

Over 1 year ago

Author

John Bowden

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