Questions/Client Portal
Note on Client Dashboard
3min
the use case as an accountant user, you may place a note for your client user that will show up on their dashboard this note could contain details about upcoming deadlines, links to upload documents or resources, etc this note is independent for each client, so you must set it up for each client it is shown to all the users of a particular client how to set up a note go to a client > settings > client portal > note for client user dashboard section as below this is how it would show up on the client's dashboard