RELATED IDEAS
Merged idea
This idea has been merged into another idea.
To comment or vote on this idea, please visit BM-I-452 Button on client page to invite them into portal .
Inviting Clients into the client portal
Merged
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 into the client portal if they are uninvited
