Notifications from client portal activity
We do not currently get any notification if a client has registered for a portal account or subsequently if they upload any documents to the shared folders. This means we just have to keep manually checking if we are expecting a document which is annoying.
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Comments4
Darren Waller
Jul 2
•Merged request
•6 votes
Client Login notification
when a client has been invited to the portal, there does not seam to be a way of finding out if they have login in or not.
a notification or even just a tab stating if client has login in would be very helpful
Andrew Neligan
Jul 2
•Merged request
•2 votes
Not Getting Notifications
I'm not getting notifications when clients upload documents to the portal.
John Bowden
Jul 2
•Merged request
•7 votes
Notification when client registers
Currently when we invite a client to register for the client portal,we do not get a notification when they successfully register. I would pefer to be notified than having to manually check
John Bowden
May 13, 2025
We are now getting notifications if a client uploads a document which is super helpful! However, it would be GREAT if we could elect for the servicing admin to get the notification not the adviser. As adviser trying to work efficiently this is exactly why we have admins to help us!