Customize portal invite message for contacts in contact network
When I add an individual to a client's contact network, allow me to customize the portal invitation message they receive.
11
votes
AdminSarah M
(Admin, theranest)
shared this idea
-
Liz Soto commented
Customizable invitation messages and form selections should apply in cases where only the contact of a client would have portal access. It should apply to the first person to access a client portal account regardless of if it's the client or a client's contact setting up and logging into a portal account for the first time.