Hi
I cannot see the impersonate client tab. Have you removed it?
Thanks
Hi
I cannot see the impersonate client tab. Have you removed it?
Thanks
Hi @Filan
We haven’t moved this. You can find it on the client view page, at the top:
To view a client, you can go to Sales >> View clients >> Select the client you wish to impersonate
Hope that helps
Check that you have at least one contact for the client record, otherwise the “Impersonate” button will be hidden.
I can’t see that Impersonate Client tab on my quickfile, has this changed?
My client has told be that when I email a statement to them, they get a link to follow which takes them to the login screen, so they can’t see statements. What am I doing wrong?
Is “enforce client login” checked?
No, I have checked that. They do get directed to the log in page
There are 2 options to enforce client login:
If both of these are disabled, the links in the email will work unless you’ve revoked them by changing the client’s email address and specifically ticking the “invalidate previous links” option.
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