Client Portal link for our Website
Ben Bergloff
It would be amazing if we could have a customer portal link for our website to were customers can enter in their email address and it would email them a 7 day link to access their client portal. Or if we took it a step further, we could have a way for a password to the portal and we can on our end do password reset.
Ive even though about pass phrase for entrence into customer portals. Such as a uniqe password to them to allow us to give the caller info on the account.