If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.
Client Portal
It would be helpful if we could see when the client last logged into the portal instead of just the number of times they've logged in and the date their invite was sent.
It would also be a game-changer if there was a way to see the client's view of their portal to be able to see what they're getting stuck on and why they can't find the things that we know are there.
Tagged:
Categories
- 47 GENERAL DISCUSSION
- 19 SOFTWARE RELEASES/UPDATES
- 327 IDEATION
- 42 Billing
- 6 Calendar
- 22 Client Requests
- 41 Communications
- Contacts
- 12 Engagements
- 32 Files
- 7 Forms & Letters
- 31 General
- 8 Mobile
- 1 Notices
- 25 Organizers & Surveys
- 18 Portal
- 65 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 4 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 40 PRACTICE MANAGEMENT
- 5 TAX & FINANCIAL PLANNING
- 24 TAX PREPARATION
- 49 TAX RESOLUTION
Comments
I believe Canopy already has this feature. However, it may be broken currently as they upgrade their platform.
@Ashley You can see the overview by going to contacts->manage client portals. This screen will provide you the user, invite sent, last login, and web sessions. Regarding the ability to view the client portal, that is on our roadmap and will be developed. I do not have an ETA on delivery.