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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Aug 6, 2020

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Preview client portal invitation email

Allow me to preview the client portal email invitation with the placeholders filled in before sending the invitation.
App Type Provider App
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    • Guest
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      |       Dec 5, 2023
      When sending out portal invites and payment receipts, save a copy in contact log. I cannot see what my client is receiving from me.