Client portal invites cc to Adviser

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.

Area of the system
-

Please authenticate to join the conversation.

Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Client Portal

Date

About 1 year ago

Author

John Bowden

Subscribe to post

Get notified by email when there are changes.