You can now disable the client chat in the client portal within client tasks/requests. This will only disable the chat box, it will not disable the comments on individual client tasks. You can do this by going to Settings > Company > Automatoins & Settings > Disable Client Chat
Now, you can filter your client groups to only show clients that are in all the client groups selected. You can use this in the client dashboard, workflow dashboard, and even when creating a project for multiple clients.
Now, you and other team members can sign e-signature requests. We also released several updates to improve e-signature notifications and create a more seamless experience for the client. |