Feedback

We are very happy that now the client task deliverables upload to the project files. What is really needed is the ability to download all uploaded items. To download individual items is very inefficient. See my snippet I have attached.

It appears that file types other than PDF throw an error when trying to preview in the portal. It would be really convenient if commonly used file types such as Excel (.csv & .xlsx) and Word (.docx) could be previewed.

Track what actions your clients are taking while they are in the Financial Cents portal. In this first iteration, we'll focus on tracking whenever a client views the client tasks.