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Feature Requests

Has client viewed the question?
It would be nice to see if a client has viewed a question and maybe hasn't had time to respond yet or has not viewed the question at all yet.
4
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Client Portal &…
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partially complete
Disconnect Portal Contacts without deleting
Our main client contacts periodically change. We really need an option to disconnect them / remove their access and preserve their name on questions answered. When we delete a contact, any questions they answer shown "unknown" which can be problematic later when investigating the reasons a transaction was handled a certain way, etc.
4
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Client Portal &…
·
partially complete
Integrate multiple emails
Let each user integrate their own emails so any emails sent from them come directly from their email address rather than one practice email.
11
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Client Portal &…
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partially complete
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