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Client portal invites cc to Adviser

Feature RequestClient Portal

We would like the option to be copied in to client portal invite emails. In this way, when the client inevitably doesnt see the email because its gone into spam we can resend it ourselves to follow up and ensure registration.

Posted by John Bowden ·
Status: Accepting Feedback1 comment

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Comments1

  • Graeme Brown

    •

    Aug 30, 2025

    i agree or at least have a visible audit that the email has been sent with timestamp and a resend options