Managing Client Requests

Filter by Options for Client Requests

You can filter and view client requests based on fields such as associated client, status of the client request, client request priority and assigned user. Here’s how you can do this:

• Go to the Client Requests module from the sidebar in the homepage.
• Select and apply the required filters from the available filters to the right of Filters in the top pane.

You can filter client requests by the following filters:

• Clients
• Services
• Status
• Priority
• User

Now you can view the client requests that apply to your selected filter.

You can also view all the requests or only the sign requests by clicking the Client Requests view dropdown at the top of the page.

Cloning client requests

You can use the clone option to create client requests that are similar. This saves you the hassle of creating the similar client requests from scratch. Here’s how you can clone a client request:

• Go to the respective client request’s details page.
• Click the More icon in the top right corner.

• Click Clone in the dropdown that appears. The client request popup will now appear with the details of the cloned client request.
• Make edits to the client request details in the popup that appears, if required.
• Click Save.

Your new client request will now be saved.

Editing client requests

You can edit the client request to change the details of a client request when necessary.

Here’s how you can edit a client request:

1. Go to the Client Requests module from the sidebar.
2. Navigate to the client requests details page.
3. Click the More icon in the top right corner of the page.
4. Click Edit.
5. Make the required changes to your client details and click Save.

You can also edit a client request from the client requests’ details page. Here’s how:

• Hover over the client request you’d like to edit.
• Click the Dropdown icon.
• Click Edit.

Deleting client requests

Here’s how you can delete a client request:

• Go to the Client Requests module from the sidebar.
• Navigate to the client request’s details page.
• Click the More icon in the top right corner of the page.
• Click Delete.

You can also delete a client request from the client requests’ Details page.

Once a client request is deleted, you will not be able to retrieve it.