Display if client is active in client portal in client details
Indicate if a client has an active account in the client portal in their client details.
Grace Barrientos
shared this idea
We’ve released an improvement that displays whether a client has an active Client Portal account in your organization. This label is displayed on the client’s Details page. If a staff member has admin level permissions, the label is clickable and directs to your organization’s Client Portal Settings page.
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Stephanie Lee
commented
Could not agree more, we need to be able to invite a client to the portal FROM HIS DETAILS PAGE!
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David Gunzburg
commented
Add a button to the client intake near the Email to "invite" this way as we enter new client information we just "invite" and continue data entry.
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David Gunzburg
commented
To each new client as part of the form, instead of just on the back organization. It woudl be convientient to "send" the invite as we are entering in the new client info.
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Robert Lee Smith
commented
Please allow an option to invite a client to the client portal from their client account screen.