Skip to Main Content
SUBMIT IDEA

Client Management

Showing 12

Offboarding sequence

Could you build functionality in to Elements to allow an offboarding sequence when a task has been completed on OpenSpace - such as accounts approved. This is to gather NPS data / Google reviews etc from clients at the point they approve their doc...
Guest about 2 months ago in Relationships 2 In Discovery

Additional column/ free space

We need more additional column under general information section to keep clients additional information, such as notes, log in details, etc
Rinoos Dawood 9 months ago in Creating Clients 1 In Discovery