When an Invoice, Attachment, or Questionnaire is submitted via email to the Client we’d like the link in the email to send them to their Client Portal main page, so that it all looks the same - they know how to find their invoices and attachments from their main portal page. Right now, for example, when I send an invoice, it links to the actual document, but when they go to pay it later via their project portal, they don’t know how to access it, it looks different. ESPECIALLY Retainers, they cannot find them unless they dig for the email. Anyway - if everything was access from the one portal page, it would be easier for the client to navigate. Not so confusing.
Especially if they have more than one invoice or a retainer plus a furnishings invoice, for instance.
The Submit button could just say “You have a new Invoice to review, sign in and click the tab INVOICES to view your project’s invoices.” or something to that effect?
OR
when they view their new invoice, include a link to access the rest of their portal
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In Review
💡 Feature Requests
About 1 year ago

Karen Hattan
Get notified by email when there are changes.
In Review
💡 Feature Requests
About 1 year ago

Karen Hattan
Get notified by email when there are changes.