Issue: We can access Saved Searches via the mobile app, but not the Auto Emails/Client Portal. We use the client portal extensively and having the ability to access auto emails would prevent me from using the full website from a mobile device.
Impact: Much time is wasted as we try to determine client needs when mobile, which is often...
Issue: We can access Saved Searches via the mobile app, but not the Auto Emails/Client Portal. We use the client portal extensively and having the ability to access auto emails would prevent me from using the full website from a mobile device.
Impact: Much time is wasted as we try to determine client needs when mobile, which is often...