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'Is client registered for portal' indication

This will enable us to create separate automations and workflows for clients on the portal vs clients not

Status: Completed2 comments

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Comments2

  • Gerald Bellot

    •

    Feb 26, 2025

    I think this is crucial as currently, there is no way of knowing (unless the client) sends a message to confirm they have logged in

    • Gareth (G) Thompson

      Team•

      Feb 26, 2025

      The good news is that this is going live today :)