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Extending the client portal to other service lines

At the moment the client portal is predominantly used for payroll services, but in order for other clients to utilise the document sharing and messaging functions of the client portal, the following changes are being released:

1. Changes to the standard dashboard

The welcome wording on the standard dashboard has been updated to be more generic, referring to 'services' rather than 'payrolls'. There is also a Your Contacts section which will show a list of client contacts.



Task Dashboard

Based on the feedback received the following changes to the task dashboard are being released:

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