Kylie Mountain

1. Community
2. SafeSend Suite - Feature Requests
3. Gather AI Request

We are getting tons of calls and emails with the same issue. Clients think they are going to the next page of the organizer and they close the organizer all together. Updated buttons would be appre...

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• Created February 05, 2025 20:50
• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Portal

We are having the same issue with clients clicking on the client portal link and then calling us because it isn't clear that they need to set up a portal before they can advance. 

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• Created February 05, 2025 20:45
• 2 votes