Save portal invitations and new form messages to the contact log
When sending a client an invitation to the portal or new forms to complete, allow me to save that message to the contact log.
3
votes
AdminCassie Medbery
(Customer Care Specialist, theranest)
shared this idea
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Sydney Ezell commented
It would be awesome if we could see the invite message once it was sent.
After it is sent , it would be nice to double check to see if the correct info was sent. So could there be a place where previous invite messages could be seen?
I was thinking either right in the clients file or it could be stored under the message feature.