Using Xplan Client Portal as a Document Vault
Hi All,
I'd be interested to know if any other practices are using the Xplan Client Portal as a Document Vault for clients to upload important documents such as Wills, PoA's etc?
Our clients love the ability to upload documents via the portal, but it doesn't appear that there is any flexibility to "tag" or categorise a file note once it has been uploaded in the same way we can in the back end of Xplan.
Are other using it in this manner?
Is Xplan looking at developing a Document Vault as many other CRM providers offer?
We've also had feedback from clients that it is now hard for them to search or filter for different types of files\messages we have sent them via the portal and they can't mark them as read or move them into an "actioned" folder like they would like to.
Would love your thoughts on both of the items above.