Hi guys - I’ve noticed since migrating to v5 that when a client views an invoice or a quote the activity log shows the admin user as the person who viewed the quote/invoice (myself in this case).
This is a little confusing and wasn’t the case with v4.
Do I now need to create a user account for each client for this functionality to work again? This seems a little more work than the previous version, as I tend to create clients without the need for them to approve invitation emails and the like.
Disregard the last update - I copied the quote link to another browser and viewed the quote. If you check the last entry in the activity log you’ll see it says it was viewed by ‘Ms. Missouri Johns etc’ which is the user assigned to that client.
So it appears that I must create a user for every client for the ‘viewed status’ to work correctly