On the main client login screen it has two options...
# general
o
On the main client login screen it has two options: Returning Client; New Client. The New Client option needs to be disabled/removed for now. Our clients are going into this portal, creating new accounts receivable accounts and making payments in lieu of finding their Returning Client. This is causing confusion to the Clients. How do you turn the New Client option off so the client cannot select it?
a
We had to have our developer do this, however a great option for the new client returning client is to use a 3rd party application. we use Jot Form, This way the requests for new account can be seen individually and if the customer comes through the wrong portal, instead of making another account, it is just a request and you guys can send them access to the account they already have.
However the act of actual turning it off, i am not sure but i know it doesn't involve a lot of effort.
o
thanks for the info