Experience the Portal as a Client
complete
Amanda Aparicio
Have the ability to see what your client sees when accessing the Financial Cents portal
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Amanda Aparicio
marked this post as
complete
K
Kristin Dodd
I would love if there was a video we could share with client. There are training videos for us on how to use FC, but a basic video we could share with clients would be great!
Amanda Aparicio
marked this post as
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Autopilot
Merged in a post:
Give us a view of what the client sees
N
Nishon Watson
Would be great if we could see what the clients see
Autopilot
Merged in a post:
Client Portal View
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Samantha Dowdy
Having a way to view a client's portal as if we are the client would be extremely useful!! Especially if we can select specifically the client contact that we want to view as, so that we can clearly see what is shared with each contact individually
Amanda Aparicio
Merged in a post:
Client Portal View
D
Darin Pierson
The ability to click a button to see a "client view" of their portal. I want to be able to see what they are seeing the way they see it.
Amanda Aparicio
Merged in a post:
Firm Access to View Client Portals
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Elizabeth Hale
We need to be able to view Client Portals
D
Darin Pierson
Yes please!
A
Andrew Terry
Another PM software allows you to “impersonate” the client to login and complete actions with/for them. This would be great for an admin to bring up client portal for in person clients to e-sign engagement letters or complete questionnaires.
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Emiliano Espinosa
PLEASE!!! My clients can't see the uncategorized transactions I share'd with them and in fact, when they share screen, they are not showing up. This is a huge time waste. It will be much easier if I can double check that they transactions are actually showing up.
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