Client Portal Tab | Feature Requests

Client Portal Tab

under review

Candice Whitley

It would be great to have a client portal tab up on the top of the homepage so you can go in and see the list of clients that have responded to your questions rather than having to click on each client and then scroll down to the questions section. A notification tab of sorts

February 22, 2022

Jared Hoffman

Summary/Management Portal view would be a win for Firm Administration

Georgene Jones

This!!!! right here, I've new to the app and I'm missing things from my clients because they are hidden in the closing list - there should be a way to filter for activity in the portal.

Shana Murraywolf

Candice Whitley These are great suggestions! We are definitely thinking about making some adjustments around this. I merged these two requests but let me know if they are actually different features you would like to see. :-)

Shana Murraywolf

Merged in a post:

Client Portal Page

Candice Whitley

A page on the homepage that you can click and have a notification of all answered questions from clients. 
I get the email but if I don't save them and give myself a note on my other task manager to go in a recategorize transactions for that client I totally forget till next month close or the next time i go into that client that they even responded. I need something to pop up and show all clients that have responded to my questions AND asked questions. I hate that I have to go into each client to view their questions and answers. 
I really really wish I could view these all in one place. !!!!!
Thank you Ben

March 2, 2022

Ben Stein

marked this post as

under review