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Client Requests are a central part of Clientrol and where it all started – a feature for your client to submit what they need done quickly instead of multiple emails.
You control how you Client can Submit Requests by assigning a Plan to match their retainer or requirements.
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When a Client Request is submitted, Notifications are active on your dashboard and every notification is also sent by email.
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Client Requests can be closed or approved by the client before the hours are automatically removed or added to the plan.
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Capture everything you need first time using the request form builder. The drag and drop interface makes it easy creating individual forms for your clients.
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Clientrol has a built in feature to converts a Request to a Task for you to add to any project.
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Request is a submission made by your client to get you to do something, like submitting a Ticket or a Support Request, one off or continuous.
Task is part of a project, a project is built from many tasks and milestones.
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Yes, Clientrol has a feature whereby you can convert a Request to a Task and add it to a Project.
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