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Allow client to see all shared records

Completed
DDAN
Admin
•Jan 15, 2026•1 comment

When records are shared with client. They are often shared with a unique link to track record pipeline stage However, when same client receive several shared record. It can quick become difficult to manage all this record unique links This feature will allow client to be able to view and see all record that have been shared with them with just their email on the workspacerecord landing page Without having to follow unique link of each records

Comments (1)

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D
DAN
Admin
Jan 15, 2026

easier way for client to manage all their shared records.

Attachment 1