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Client Portal - Send File

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Corinne Nelson
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The client portal seems great - with a few exceptions

1. No way for firm to run a list of clients using this

2. No "column" to show the icon in SSR, SSS, SSO, SSE to show who's using

3. When client creates portal - "SEND FILE" only goes to Exchange.  So if a client uploads organizer documents, the documents aren't associated with the organizer - it is just an attachment sent to Exchange.  Too many locations for staff to view where documents are.

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    Andy Baumruk

    all great points!

    Also - anyone with your portal url link can create a portal and you have no way to not allow them to be added or to remove it.  

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