Text From Kerdora | Bugs

Text From Kerdora

complete

Dace DeKruif, CFP®

I tried to text a link to create a portal login for clients, but that text never showed up in current client? should texts from Kerdora show up in current client?

4 days ago

Taylor Stewart

updated the status to

complete

Taylor Stewart

yes and it should be pretty much instant. I'll look into it now

Taylor Stewart

Dace DeKruif, CFP® not sure if you're on the currentclient mobile/web/desktop app, but can you look through these different views to see if its in there?

Dace DeKruif, CFP®

Taylor Stewart I was using Kerdora on desktop. I looked for the text messages on current client on mobile, desktop app and web and the text messages don't show on any. So, not sure if the texts just didn't go through or if for some reason it didn't push the information to Current Client

Taylor Stewart

Dace DeKruif, CFP®: okay very interesting. I'll get back to you soon.

Dace DeKruif, CFP®

Taylor Stewart I just dug into Current Client a little more and I did find the texts. For some reason, Current Client didn't push the messages into my current feed like it normally does. So not sure if that is a Current Client issue or a Kerdora issue. However, I do love the ability to just directly text out the link.

Taylor Stewart

Dace DeKruif, CFP®: the issue should be fixed now. let me know if you still see it

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