Client View - Gather question
Within Gather, if I click on client view, I come to the landing page. After clicking Get Started, it takes me to the custom questionnaire we have in place. Then if I try and hit next, to see what the client sees, it does not advance me to the Organizer or to the DRL pages. It just takes me back out to the landing page, in a circle. Is this intended behavior or is there around this? Like if I want to view the DRL list I sent to the client, before they have gone in and completed that part of the Gather, is that possible to see?
Comments
I believe it follows what it would look like for the client. If you made it required, they must finish that before moving to the next step. You can only see as far as what they have completed. does that make sense? It is the same in the Returns dashboard. You cannot see their view past what steps they have completed.
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