Hi, been watching the client portal webinar and all looks fantastic - great work!
A couple if questions:
- If a client has multiple entities in Karbon that are managed with the same email address, are they able to create logins to see work for each entity? e.g. company, individual, trust? Or will they only be able to see the work for the ‘main’ entity their email address is assigned to ?
- With the client portal and completed tasks - is there anyway to sort these in a particular order (eg date most recent) - I can;t tell how completed tasks are sorting by default and a text task I have just completed appear 2/3 way down the list.
- After creating an account the confirmation email that a client receives comes from “Karbon Concierge” - most clients will have no idea who this is and will miss the practice name (in the subject line) - could this be changed to the practice’s Company Name field (in Settings, Account Settings)?