Access to Joint plans via portal but access own plans by own portal. Is it possible to switch from your portal to joint portal without logging out? Or option to have for all to be on Joint and not need to access single portal.
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Completed
Feature Request
Client Portal
Over 3 years ago

nickharper223
Get notified by email when there are changes.
Completed
Feature Request
Client Portal
Over 3 years ago

nickharper223
Get notified by email when there are changes.