It would be good for this to default to shpw individual plans, or give firms the option to choose the default position. Multiple clients have had to ask my why they can't see their plans on the portal, and it's because of this toggle.
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Rejected
Feature Request
Client Portal
Over 1 year ago

Nick Smith
Get notified by email when there are changes.
Rejected
Feature Request
Client Portal
Over 1 year ago

Nick Smith
Get notified by email when there are changes.