RELATED IDEAS
Button on client page to invite them into portal
When we are setting up new clients, there is button to AML check on the client page - we should have a button on the client page that invites them into the portal (without going into people section then searching for the client)
1
MERGED
Inviting Clients into the client portal
You can carry out an AML check on a client without going to the AML Page - there is a button on the client page as a shortcut. Instead of searching for the client in the People page, there should be a button on the client page which invites them i...
0
Planned