XPM - Add a new Client Information link
Requesting a feature that auto-populates client info in XPM via a secure link that we can send to the client, allowing admin team approval, enhancing privacy for sensitive data like TFNs, and reducing form completion errors
3
votes
Simone Pavitt
shared this idea
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Simone Pavitt
commented
with all the compliance issues these days, this is such a great idea!
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Samantha Davenne
commented
This is a fantastic idea.