Sage For Accountants Ideas Portal

When inviting clients to have access

It has come to my notice that when we send an invite to a client, the client name is not showing on that invite. We have several clients with multiple companies and to avoid confusion it would be useful to have the client name showing. Some clients get very confused at the best of times so this would help.

Regards,

Diane

Najefy & Co

  • Teresa Manning
  • Sep 24 2024
  • We're Taking A Look At This