Team Chat in Client Dashboard
Amanda Aparicio
For our firm, a team chat feature in the client dashboard would be useful. Currently, team chat discussions exist in a recurring job (for example, monthly bookkeeping) but they don't carry over to the next job occurrence. There are certain notes or comments that would be useful to carry over. A team chat feature in client dashboard may solve this problem for us.
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Team Chat from Client Dashboard
S
Sandra Ross
In our legacy system we were able to CHAT about general information regarding a Client. In FC we need to use notes (not good for general chatting) or we need to open a specific PROJECT and chat there. The ability to CHAT about general client information from the Client Dashboard would be very helpful!