Client Portal Login - prepopulate with client's primary email address?

When creating a new login you are asked to enter an email address. 11 times out of 10 this would be the client for whom you are providing the login, there may be some exceptions but rare. Could this field be changed so that you can select an email linked to that client or enter an email. Every time I use this, I have to come out of it, back to the client to copy the email, then back to access.

Area of the system
-

Please authenticate to join the conversation.

Upvoters
Status

Completed

Board
πŸ’‘

Feature Request

Tags

Client Portal

Date

Over 1 year ago

Author

Richard Arden

Subscribe to post

Get notified by email when there are changes.