I sent a client request today and I received an email back from the client asking me what the PIN was to access. I thought all new work was supposed to have the magic link now. When I clicked on the MANAGE CHECKLIST icon, it indeed asked for a PIN. I told the client to use the forgot PIN feature, but this seems odd to me.
Has anyone else had this issue come up?
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Very strange. I think it’s something support might want to hear about.
fyi
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I haven’t heard anything from our clients.
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Thanks for letting me know. This needs to be routed to Support. We will reach out momentarily.
I am having a similar issue in that I am sending client requests - they get an email and can update using magic link BUT when they log into their portal there are no requests - see my test below.
Via Magic Link
After logging in:
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Sounds like something support could want to see.
The only thing I can think is that the client might be using two email addresses.
The client email (and this is consistent with my test) used on the client request is the same email associated with the client portal.
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