Can't add new clients to existing Client Portal

NicoleCollins
Contributing User
12 Posts
Contributing User
Contributing User

12Posts

0Kudos

0Solutions

Can't add new clients to existing Client Portal

Hi

 

I have just set up 2 new entities for an existing client in AE Practice Manager however when I try to add these entities to the clients existing portal they don't appear in the suggestions list.  

 

Can someone please recommend a fix for this?

 

Thanks

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