SuiteDash 101: Tax Return Buildout Process (UNCUT 50 MINS)

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  • เผยแพร่เมื่อ 2 ต.ค. 2024

ความคิดเห็น • 5

  • @leehibbler2674
    @leehibbler2674 2 วันที่ผ่านมา

    Hello thank you for posting your videos. Question if you create the portal pages like in this video do I still need to create FLOWs?

    • @TheRoyalAssistant
      @TheRoyalAssistant  2 วันที่ผ่านมา +1

      This is a great question! The portal pages eliminate the need for FLOWs, which have limitations in showing where people are at a glance within the process. While you can check submissions or impersonate users, portal pages allow you to see the circles transitioning to the next stages.
      Additionally, they enable you to move users to desired steps instead of following a strict step-by-step flow process.
      Both options are very useful and can help maximize your process.

  • @keepnupwitkiva
    @keepnupwitkiva วันที่ผ่านมา

    Can you do a video showing the client side? meaning how this looks to them as they go thru the process?

    • @TheRoyalAssistant
      @TheRoyalAssistant  วันที่ผ่านมา +2

      @@keepnupwitkiva Sure! I can create a part two with this process in mind!

    • @keepnupwitkiva
      @keepnupwitkiva วันที่ผ่านมา

      @@TheRoyalAssistant Thank u I love your videos!