Yvonne O'Brien ← Customer Feedback for TheraNest My feedback 1 result found Track sent, pending, accepted client portal invitations 33 votes Vote Vote Vote We're glad you're herePlease sign in to leave feedback Signed in as (Sign out) Close Close Vote We’ll send you updates on this idea 8 comments · TheraNest Client Portal » Invitations · Delete… · Admin → An error occurred while saving the comment Yvonne O'Brien commented · Sep 27, 2019 · Delete… As previously pointed out, invitations to client portal are not tracked by the system. How about adding it to the activities list in the organization tab? Instead of 'updated client info' it could say "invited to portal." Thank you. Save Submitting... Yvonne O'Brien supported this idea · Sep 27, 2019
As previously pointed out, invitations to client portal are not tracked by the system. How about adding it to the activities list in the organization tab? Instead of 'updated client info' it could say "invited to portal."
Thank you.