Contact Log Automation

Answered

Christy McDonald

September 25, 2025 20:46

It would be so helpful if a contact log could automatically created when document(s) are sent through the parent portal. If it specifically noted what was sent, that would be best.

1

• Official comment

  

  Julie Delaney

  September 26, 2025 18:17

  Hi Christy,

  Thank you for reaching out and sharing this suggestion with us! We can certainly see the benefit of automating Contact Log entries based on Parent Portal invitations. We will  present this to our developers to be considered for a potential future system update, and we will let you know if/when this becomes available.

  In the meantime, please let us know if we can be of further assistance.

  Thank you!
• 

  Rhiannon Stepp

  September 25, 2025 20:49

  I second this feature!

  0

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