Ryan Diers
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111 votesRyan Diers supported this idea ·
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An error occurred while saving the comment Ryan Diers commentedAllow client portal invite on initial client creation when a valid email. The two step process to create a client and then navigate to send them an email invite could be simplified to include a checkbox or button to send a client portal invite right from the same client creation form.
Ryan Diers supported this idea ·
Single Sign On with SAML or OAuth