Use Custom Message Name as Task Name in Client Portal

Current Issue:
The client portal shows all Gather requests with the default name format (e.g., “Tax Year – Gather Request”), which makes it hard for clients to distinguish between multiple requests for the same year (e.g., personal vs. business return).

Proposed Solution:

• Instead of a fixed task name, use the custom message name entered by the firm as the display name in:
  • Client portal task list
  • Automated email header
• Example:
  • Gather Message Name: “2024 Business Return Document Request”
  • Portal Task Name: “2024 Business Return Document Request”

Benefits:

• Eliminates confusion for clients with multiple requests for the same year.
• No extra fields needed—leverages existing customization.
• Improves clarity for clients ease of use.