Notes, Task, and documents for client in the client portal
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Muhammad Sajjad Agency Owner
we have received a lot of quiries , that the subaccount should provide the login to their client via client portal and then in the client portal client should be able to see all the related subjects like, invoice, contract, certificates (as already added) and they should be able to see the conversation, notices, task that are added for the specifc client in the CRM should be available here as well, may be in the cumminities. the documents that client shares here for example their legal documents for evidence etc it also should be availbale here.
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Emily Tornatore
Absolutely - we need a spot where clients can see notes or even forms and be able to communicate back and forth. I would love it if I could have client notes that they can see here and then either be able to have them write their own note or even just respond in a form that would appear in their portal for history for them and us.
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Parisa Marie
I would love this as well! I want to track things in the client portal like payments, address, phone number and other info that clients tend to want to change or update