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).
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Accepting Feedback
Feature Request
Client Portal
Over 1 year ago

John Bowden
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Client Portal
Over 1 year ago

John Bowden
Get notified by email when there are changes.