Currently if a client uploads a document only the adviser gets a notification. It would be preferable if both adviser AND administrator gets notification (or at least for this to be an option in the user settings).
In addition to this, it appears adviser get notifications when employees upload documents to plannnr. Would it be possible for adviser to turn off notifications for employee actions
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Accepting Feedback
Feature Request
Notifications
9 months ago

John Bowden
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Notifications
9 months ago

John Bowden
Get notified by email when there are changes.