Completed
Client Portal-Reoccurring Login Issue
Please bold and make the font bigger for "Sign Up" . Please add a blurb on the portal sign-in page that registration is required. I have spent so much time fielding calls and emails. For some reason, many clients go straight to entering in their email address to get the "invalid email id" notice and they can't figure it out that they have not registered. It would be great to have a message on client portal page that registration is a separate step.
In addition to making "Sign Up" bigger, add something like this, "If you receive an Invalid Email ID error, please be sure you have signed up for your portal by clicking on Sign Up". Please!!!
Comments
Hello Jennifer,
Thank you for your feedback. In the future, please post this content to the Feature Request board or General Discussion board.
https://support.safesend.com/hc/en-us/community/topics/200374507-SafeSend-Suite-Feature-Requests
https://support.safesend.com/hc/en-us/community/topics/200374497-SafeSend-Suite-General-Discussion
We have submitted this feedback to our Product team for review.
For more information about the Client Portal, please see our Client Portal Overview and Client Portal Experience articles:
https://safesendreturns.zendesk.com/hc/en-us/articles/37375288474003-Draft-Returns-Overview
https://safesendreturns.zendesk.com/hc/en-us/articles/34469047024915-Client-Portal-Experience
I've dealt with the same issue. They don't understand that they have to sign up for it.
I answer this question for our clients about 10 times a day. But to be honest, when I was doing a test run before we started using the portal, I did them same thing. I even sent a request to Safe Send Help asking what was wrong.
A new pop-up has been added to the Client Portal experience, notifying the client to sign up if they have not already done so. This pop-up will appear if they attempt to sign in but have not set up their account yet.
Oh, this is wonderful! Thank you!!!
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