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stevennoung
Level 1
June 26, 2023
Discussion ongoing

If clients can have have a drop down menu when the firm sends the portal link

Related products:ProConnect
  • June 26, 2023
  • 1 reply
  • 1 view

One of my customers states that some of their clients have multiple emails per entity and wanted to know if the emails could be shown on a drop down menu to make it easier for them.

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    1 reply

    A
    Anonymous
    October 31, 2023

    Thanks for the idea to have a dropdown menu for clients with multiple emails. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".

    Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange


    If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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