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Status Future consideration
Categories Clients & Groups
Created by Guest
Created on Nov 17, 2022

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Save portal invitations and new form messages to the contact log

When sending a client an invitation to the portal or new forms to complete, allow me to save that message to the contact log.
App Type TheraNest App
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  • Guest
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    |     May 26, 2023
    It would be awesome if we could see the invite message once it was sent. After it is sent , it would be nice to double check to see if the correct info was sent. So could there be a place where previous invite messages could be seen? I was thinking either right in the clients file or it could be stored under the message feature.