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.

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Upvoters
Status

Accepting Feedback

Board
💡

Feature Request

Tags

Client Portal

Date

Almost 2 years ago

Author

John Bowden

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