Assignable Questions
If you have multiple Contactsīģŋ for your client, and you'd like to be able to ask them each separate sets of questions, Assignable Questions allows you to assign each questions to the contact who should answer it.
If Assignable Questions is enabled, each contact will only see the questions assigned to them in their Client Portal.
If you have multiple contacts, but Assignable Questions is not enabled, then all contacts will see all questions asked to that client.
To enable Assignable Questions, go to a client's close, click Client Portal, and in the Contacts tab check the box that says Assignable Questions.
Heads up! If you enable Assignable Questions but you have questions that are not yet assigned, you'll need to assign them to contacts or they won't be visible in the Client Portal.
While asking a question, make sure to choose the contact you want to answer that question. This will let them see that question in their Client Portal.
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