It would be great if on the organization tab, once you send a new client the client portal invite, that is permanently displayed so that we can verify that was done. Currently it is just a flash notification in the upper right of the screen, which doesn't help us much after the fact.
It would be great if on the organization tab, once you send a new client the client portal invite, that is permanently displayed so that we can verify that was done. Currently it is just a flash notification in the upper right of the screen, which doesn't help us much after the fact.