Select which business you want to view documents for
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Craig Hendrix
On the client portal in the documents section, under the header it reads "Select which business you want to view documents for." There are instances where there could be business and individual person or family client records. Can you reword this text "Select which business you want to view documents for" to something like: "Select which record you want to view documents for." Thank you!
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Amanda Aparicio
updated the status to
complete
Good catch! This wording has been updated to "Select a folder to view its contents"
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Craig Hendrix
Amanda Aparicio This is perfect! I really like how Financial Cents takes user feedback & implements it when appropriate. A great company! Thank you very much, Amanda.