search

madrecha / jamku

Jamku: Practice Management software for CPA, CA, CS, Advocates, Consultants to manage tasks, clients, billing, chat, attendance, etc. Feature-rich, blazing fast.
https://madrecha.com/jamku
Other
19 stars 0 forks source link

Client Portal : Better UX for task and option to customize client portal with embeded URL #318

Open Ajaykonale1 opened 4 years ago

Ajaykonale1 commented 4 years ago

  1. Current the task which is display to client is a running list and it is confusing where multiple services are involved. A beautiful UX in a tabular or graphic manner with services information and task duration details will be good

  2. A option to insert HTML with embeded URL will help us in embeding different tools like analytics or reports directly in client portal as per our preference. This will provide a better experience for our client instead of going to a drive / opening a pdf file

adarshmadrecha commented 3 years ago

We are having design meeting this weekend, @Ajaykonale1 need further details for Point 2. Please call Me (Reach out to me via any support team member or email at jamku.support@madrecha.com)

adarshmadrecha commented 2 years ago

@Ajaykonale1 Can you share the use case or example where you would like to embed HTML/ Links in Client Portal?

On another note, With launch of Client Portal Mobile app, we have added option to add Links in Task Notes.