Clientrol - Client Retainer Software, Project Management, Prepaid Support

Custom Request Forms Overview

The Request Forms feature allows the Admin to create different request forms for Clients.

Using the Request Forms feature you can create 1 or multiple Forms and assign them to individual Clients.

When you first start using Clientrol, a default form will be added to Clients to submit Requests.

Adding a Custom Form

Go to Admin Dashboard and select Custom Forms under the Settings tab. Select New to create a new Form.

Use the Drag & Drop builder to create your custom form, when all the options are included, select a name and Save & Exit.

Assigning a Form to a Client

To assign a form to a client, go to the client settings and assign the form. Select Save & Exit to finish.