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:

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This is how it would show up on the client's dashboard

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Updated 18 Jul 2024
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