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Yvonne O'Brien

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  1. Track sent, pending, accepted client portal invitations

    33 votes

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    8 comments  ·  TheraNest Client Portal » Invitations  ·  Admin →
    An error occurred while saving the comment
    Yvonne O'Brien commented  · 

    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.

    Yvonne O'Brien supported this idea  · 

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