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New File Notification to Client - option to customize the notification

NicoleCPANicoleCPA Posts: 4

I love the fact that uploading a file to the client portal automatically allows me to notify the client of the file without having to send a separate message/email. HOWEVER, sometimes, I want to clarify what the file is I have uploaded, or make a comment about it without creating a separate client request, so it would be really nice to have the option to personalize the notification that is sent to the client.

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  • JohnThrivesJohnThrives Posts: 145 ✭✭✭✭
    I have the same problem too. That is why I recommended a while back that Files and Notes should be merged together as one module to be able to create notes and link it to the individual files and/or folders.
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