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.

Realtime Status on Staff Members

JohnThrivesJohnThrives Posts: 165 ✭✭✭✭

I need the ability to see which staff member is on the same client portal as me because if I make changes and then the staff member makes changes it may corrupt the data and/or have unintended consequences. Imagine if I am editing files on your portal and then the other staff member does the same thing and doesn't realize someone else is in the portal making changes too. If this happens during the tax season, it's going to be lots of confusion.

Tagged:
2
2 votes

New Idea · Last Updated

Sign In or Register to comment.