I’d like to be able to check and uncheck tasks in the onboarding flow and always go back to access it. In fact, I’d like it to be unmissable and built into a client home page.
It is already built into the client portal. Clients will see it soon as they come. They can then reopen it by going to details to view it if they haven’t finished the list.
You also can access it by going to details. We don’t have plans on making it non admissible as they would be a big annoyance to clients.
Comments1
Support Staff
Jul 28, 2024
It is already built into the client portal. Clients will see it soon as they come. They can then reopen it by going to details to view it if they haven’t finished the list.
You also can access it by going to details. We don’t have plans on making it non admissible as they would be a big annoyance to clients.