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EPM- Granular communication on client portal activation status

Why is it useful? This feature will provide immediate confirmation of client activation. Who would benefit from it? Primarily EPM Customers but also all customers whom have the limited view of the contact page. How should it work? Propose displayi...
Faiza Khan 20 days ago in Contacts / Practice Management 0 In Discovery

Clients address

Would be ideal if , as on taxfiler, the address could be displayed as you would see on an envelope then be easier to just copy and paste to invoices ,letters etc
Graham Turner about 1 year ago in Contacts 0