Future Updates?
Just checking on client portal needed updates. Are these in any future update?
Ability for client or Admin to sort docs into correct years
Ability for Admin to run a report showing clients with no portal -or at least a report of all clients and I can sort by some field to get that info
Ability for client to add a permanent other user for their portal
Thank you,
Comments
Yes, please also add the ability for client or Admin to delete documents previously downloaded.
We really need an easy way to see who has set up a portal and who has not. We need to know who needs help with the process.
Please sign in to leave a comment.