Client Requests

VeronicaSmythVeronicaSmyth Posts: 5 ✭
in Engagements

Can we show all of the outstanding client requests on the client home page? We have clients with multiple services that we perform and it would be nice to have one place to look for all open requests.

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Comments

  • rob.holcombe@canopytax.com[email protected] Posts: 157 admin

    Hello,

    I have seen this request before and we have a ticket for it. I will go ahead and add your request to that existing request. All of those tickets are prioritized and the more voices we can get on it the better.

    Thank you for your submission today!

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  • Mr_SALTyMr_SALTy Posts: 5 ✭✭

    I second that and also think it would be good to have a place on the Dashboard to be able to review all outstanding client requests.

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  • VirtualBookkeepVirtualBookkeep Posts: 2

    I also agree with adding this to the Dashboard. I think clients should be able to make/create requests to the practice via their portal as well.

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  • BNguyenBNguyen Posts: 8 ✭

    I agree as well - I was looking for something like this because I kept missing outstanding eSign or other information requests.

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  • KBreckenridgeKBreckenridge Posts: 3 ✭

    I agree - it is so hard to see what is outstanding and what we are waiting for.

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