email notice sent to client when new statement is available on portal
I am wondering if there is a way to change the email notice that clients get when a new statement is available on the portal.
It currently has no reference to our Agency. ... It only references Procentive.
Currently shows as : "A new statement is available within your client portal. Please use this link to log in."
At a minimum it should say>>> A new statement is available within your (agency name) client portal.
14
votes
Kim Nafe
shared this idea
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Bella B. commented
Yep, we've had multiple clients get upset because they didn't know they had a statement because they don't know that the bill is with our agency.