Experience the Portal as a Client
Amanda Aparicio
Have the ability to see what your client sees when accessing the Financial Cents portal
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J
Jenna Yuill
PLEASE! I would love to "show" the client where they should see something or to make sure that we actually CAN see what we are telling them to see
J
Jennifer Harding
Create a Test Client with an email you have access to. I used a personal email on my "client" dashboard. You get to see what the client sees and you can run through a project template before it goes live to verify everything works.
Amanda Aparicio
Merged in a post:
Preview Client Portal
Amanda Aparicio
In my experience, most client portal tools have a "show me what the client sees" option. It would be helpful to know what they are seeing when they open the portal based on whether sections are closed or not, and when notifications go out.
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Amanda Desrosiers
Oh yes
Autopilot
Merged in a post:
I would like a button so I can see exactly what the client sees on their end without having to add myself as a contact for that client.
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Rochelle Dallons
Would love it if I could see what clients see by just clicking a button. Its hard to explain what is in there and how to find it without actually seeing the portal through their eyes.
Amanda Aparicio
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Amanda Aparicio
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