Intake forms to multiple parties
We really need to be able to send intake forms and other paperwork to more than one party (parent) per client!
5
votes
Jennifer Shivey
shared this idea
With the implementation of the Client Contact Network, a parent can use one email address to view multiple portal accounts. If an intake form has been sent to the client’s portal, then members of the contact network will be able to access it without having to send it to each parent individually. To learn more about the client contact network, check out our help articles: https://theranest.zendesk.com/hc/en-us/sections/360012820311-Contact-Network