Question

sending request to client for transaction review/uncat transactions

  • 30 January 2023
  • 1 reply
  • 32 views

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Does my client have to have an activated dashboard/portal in order to receive and answer Transaction Review requests?ย 

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Userlevel 5
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Great question @Adele Gruberย and yes. The Client portal is where your client would come in to respond or answer any questions you have for them from Transaction Review. Is there another approach you would prefer? Please let me know!ย 

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